Mapping Geographies

Objectives

After completing this lesson, you will be able to:

  • Map geographies

Mapping Geographies

The mapping functionality provides several drawing tool options to help you define boundaries for geographies.

To learn about defining and mapping geographies, watch the following videos:

The Geography and Geography Hierarchy will need to be created before the map can be defined. The Account Identification section does not need to be entered for the Geography Hierarchy, though, because the map will be used to identify the accounts instead.

To map a geography:

  1. From the Geographies Hierarchy workspace, choose a geography to open it.
  2. Choose the Hierarchy tab.
  3. Select the Hierarchy you wish to map to open it.
  4. Choose Map () from the top right in the header. The map will open on the right. If the Parent geography has been mapped it will be shown. If it has not been mapped the map will be zoomed out. You can use your mouse scroll wheel or the "+" and "–" on the map to zoom in and out of the map.
  5. Choose Show Drawing Tools () to start mapping your Geography. The following drawing tools are available to help define a geography’s outline:

Drawing ToolDescription
Pan ToolPan, or move, the map.
Polygon ToolDraw a polygon outline to define the boundary of the geography.
Rectangle ToolDraw a rectangular outline.
Upload KML/KMZ ToolUpload a KML/KMZ file that has a predefined outline for the geography. You must provide your own KML/KMZ files.
Delete ItemDelete the selected outline.

Uploading KML/KMZ files

Rather than drawing a geography on the map using the Polygon tool, you can also upload a KML (Keyhole Markup Language) file. A KML file is an XML-based file format that is used to display geographic data like map locations in an Earth browser such as Google Earth. It contains one or more placemarks that may include a custom name and the latitudinal and longitudinal coordinates of the location. KMZ files can be created by compressing a KML file along with its associated files into a single archive. You’ll need to provide your own KML or KMZ files.

  1. From the map view of a geography or territory, select Upload KML/KMZ (). The Open File screen opens.
  2. Browse to the location of your KML/KMZ file and select the file.
  3. Choose Open. Your geography will be mapped.

Viewing and customizing the Account Summary on the map

Territory and Quota provides summary information for accounts and geographies within the map.

The summaries provide key details that enable you to preview and manage the impact of changes made to territory definitions. The summaries can include details such as revenue, drive time, account ID, account name, alignment methodology, account firmographic attributes, etc.

If any accounts fall within the Geography you’re viewing, you’ll see a number listed in the "Total Qualified Accounts" window and the accounts are indicated with a star ().

To view a summary for an account, choose the account marker () and the Account Summary will open. To ensure quality performance, the application only retrieves, and displays, the summary details after you've selected the account.

To customize the Account Summary, choose Select Columns (). Select the data you’d like to appear in the Account Summary and Save your changes. A maximum of seven properties can be chosen.

Viewing and customizing the Geography Summary on the map

To view a summary for a geography, click on the geography polygon or a location marker () within the geography and the Geography Summary will open. To ensure quality performance, the application only retrieves, and displays, the summary details after you've selected the geography.

To customize the Geography Summary, choose Select Columns (). Select the data you’d like to appear in the Geography Summary and Save your changes. A maximum of seven properties can be chosen.

Using Heatmaps

Heatmaps are visual enhancements of the high and low volume of accounts. Administrators and Managers can view the "heat maps" to reflect information about large numbers of accounts or geographies at high map zoom factors.

To turn on Heatmaps:

  1. Navigate to a map view of a Geography or Territory.
  2. Open the Map Menu () located in the top left of the map view.
  3. Toggle the view from Account Clusters () to Heatmap ().
  4. Select the field to use for the heatmap (i.e. Volume, Revenue). Add more fields by choosing Select Columns ().
  5. Optional: Create filters for the heatmaps that are shown on the screen. Select your filter options by choosing Select Columns ().
  6. Change the features shown on the map (roads, points of interest) in the Map Features section.
  7. Save your changes if necessary.
Note

Heatmaps reflect the account volume (count), account value (addressable market), account sales history, or account pipeline. You have the options to choose & geofence the required Account/ Geos within the heatmap. It honors the other validations within the application.

Log in to track your progress & complete quizzes