Territory planning using the map

Varicent Sales Planning includes a map feature that lets you visualize your territory distribution for your battle card. It allows you to see where you're missing coverage and provides you with tools to create new territories in those areas.

How you view territories on the map changes depending on how your rules are set up. Territory rules based on the Geographies hierarchy display just as you'd expect, as highlighted regions on the map. For example, if you have a territory that includes the following New York zip codes, 10001, 10002, and 10003, you can see this territory highlighted on the map.

Your customer accounts appear as pins on the map. These pins are populated based on your sales activity data. You can manipulate these accounts on the map to create territories, reassign, and unassign accounts. Reassigning accounts creates an override rule. This means that you can move an account into a territory that it wouldn't normally be sorted into. For example, for our New York territory example, you could add an override to include an account located in California. This account pin would display on the map with the same territory color as New York, and when you hover over it, you would be able to see which territory it belongs to. We also include filtering options to let you locate your override accounts.

You can also view complex rules. These are rules based on any criteria other than Geographies or Customer Accounts, like products, industries, or anything else important to your organization. For example, let's say you've created territories based on the products sold within them. Using our New York territory example again, you may have a rule that includes New York zip codes and product A. You may also have a territory rule that includes New York zip codes and product B. These territories take up the same space, but sell different products. They would appear overlapping on the map, but you can choose to isolate a territory to view the geographic regions and accounts for just one.

To help you create and manage territories with the most up-to-date information, the map includes an insights card. When you select territories, geographic regions or accounts on the map, the insights card opens. It shows you the number of territories or geographic regions you have selected, as well as the number of accounts contained within those regions and the total sales value of those accounts. This card populates by pulling data directly from your sales activity data.

You can also add your own pins to the map to mark the locations of places important to your organization.