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Manage sales territory on a map

5 min Medium


What is sales territory?

A sales territory is the geographical area for which an individual salesperson or a sales team holds responsibility. Territories can be defined on the basis of geography, sales potential, history, or a combination of factors.

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Why do we need sales territory?

The sales territories are to maximise sales and profits, while allocating resources efficiently. So the benefits are:

  • Identifying hidden patterns and trends in your sales performance
  • Reducing conflict between sales people
  • Ensuring a fair and profitable workload for your sales representatives

How to create sales territory on a map?

To create sales territories on vMAP, follow these steps:

Step 1. Create sales territory

Due to the diversity of sales territory types, some of the company use geographical boundary area as sales territory, some would like to draw customised area on map as sales territory. So there are 2 approaches to create the sales territory:

Approach 1: Import the sales territory

If you are using geographical boundary/ post code area/ census area as the sales territory, you need to:

1. Create a new layer type in vMAP, and you'll get a new layer at the same time.

2. Import territory data to the new layer.

3. Create a new mapview to load the new layer and view your sales territory. The sales territory data is stored on the layer, in order to see the layer, you have to create a new mapview, load the layer of your sales territory data.

Approach 2: Draw the sales territory

If you would like to draw customised sales area on the map, you need to:

1. Create a new layer type in vMAP, and you'll get a new layer at the same time.

2. Create a new mapview with a new empty layer, then draw polygons as the sales territories on this new layer.

Step 2. Stylise and edit sales territory

After the sales territory is created, you can stylise the territory with different colour, opacity and drawing.

The information of the sales territory is changing on a daily basis, to make it meaningful and up to date, you can edit information of the sales territory as needed.

Step 3. Share and print sales territory

When your sales territory are already, you can share it online, print or export the map for office collaboration.