How-to guide

How to split your customers into balanced territories

Map Pro splits your locations into areas for each person, team or branch - balanced by the number of locations or by a total such as value, by postcode area, or drawn by hand - and shows the count and total for each.

5 stepsProVideo 23 seconds

What you need

Step by step

1

Open Territories

Choose Analysis → Territories.

Open Territories - Map
2

Choose how

Split into balanced areas (how many, balanced by count or a number column), one per postcode area, or draw one on the map. Pick a column to total.

Choose how - Map
3

Make them

Click Make territories. Each one is outlined and named by where it sits - North-east, Central, West.

Make them - Map
4

Colour the pins

Colour pins by territory colours every pin, with a legend.

Colour the pins - Map
5

Name them

Click a name to change it to the person or team. Add as a column writes the territory to each location for export.

Name them - Map

Tips

Frequently asked questions

Is it free?

Territories are part of Map Pro (£19.99 one-off, 7-day free trial).

How does balancing work?

Map groups nearby locations and caps each territory at about an even share of the count or the total, so no area ends up much bigger than the rest.

Try Map Pro free for 7 days