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Viewing map segments with custom hierarchies in complex view

Map segments allow you to view more than one custom hierarchy on the map when visualizing your territories that have complex rules. The map supports visualizing all your custom hierarchies all at once. You can apply filters to configure which custom hierarchies you want to see on the map. For example, if your industry is set to Tech and product is set to Laptops, the map segment shows you only the customer accounts or territories that have those specific hierarchies in their rules. To view a map segment:

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Territory view.

  3. On the battle card canvas, select a battle card.

  4. In the data tray, click the Territory definition tab.

  5. Switch the toggle from View grid to View map to open the map view.

  6. To visualize the map of your choice, click on the Screenshot_2025-04-09_at_10_54_03_PM.png icon beside the current map, which, depending on which map was last opened, will either be the Geographies map or the Customer accounts map.

  7. On the Rule visualization page, select Geographies map or Customer accounts map, choose the corresponding Complex rules option, and complete all other relevant parameters.

  8. Click View map.

  9. On the map, click Hierarchies to open up the filter options.

  10. From the Filter maps by drop down menu:

    1. Select a previously saved segment.

    2. Select the Hierarchy option to choose your own filters.

      Note

      To enable edit options on the map, your operators need to be set to either is equal to or none.

    3. Select New segment to create a new segment.

  11. Click Apply.

  12. You can perform several actions from here:

    • To clear your filters and update the view of the map segment, click Clear all.

    • To save your filters, click the save Screenshot_2025-05-15_at_11_31_27_PM.pngicon.

The map populates accounts and territories that match your custom hierarchy filters.

Creating a map segment

To create a map segment:

  1. In the Hierarchies menu, select Create segment from the Filter maps by drop down.

  2. In the Create segment dialogue, give your segment a name, and then for each custom hierarchy available, choose an operator and a corresponding hierarchy.

  3. Click Create.

Managing a map segment

You can manage your map segment by clicking on the more options menu Screenshot_2025-05-15_at_11_35_11_PM.pngbeside a saved map segment. You will see options to edit or delete your map segment.