Skip to main content

Adding territories using geographic regions on the map

You can select geographic regions on the map and create new territories. Any territories you create this way will have rule logic based on the Geographies hierarchy. For example, if you select New York State and create a territory, your territory rule will be Geographies = New York.

  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 the battle card that you want to add territories to using the map.

  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. Geo region is the default map view. You can also click on on the drop down menu option on the top left corner of the map to make the selection.

    The geographic region view lets you select individual geographic regions (depending on your selected geographic level).

  7. Use your preferred selection tool to select a geographic region on the map:

    Icon

    Tool name

    Select geographic regions

    Clear selections

    cursor--1.svg

    Pointer

    1. Click the pointer icon.

    2. Click a geographic region to select it.

    3. Repeat step 2 to select as many geographic regions as required.

    There are three ways to clear your selections:

    • Click the selected geographic region again to clear that selection.

    • Click close--outline.svg Clear selection on the Insights card.

    • Press escape on your keyboard to clear all selections.

    lasso--polygon.svg

    Lasso

    1. Click the drop-down on the lasso icon, and select Unassigned to only select geographic regions that are not part of an existing territory.

    2. Click the Add to selection icon shape--unite.svg.

    3. Draw a polygon on the map through the geographic regions you want to select (click on the map to start drawing and click again to change direction).

    4. When you're ready to close your polygon, hover your mouse over a corner where your lines intersect, and then click to close the shape.

      All geographic regions within or touching your polygon shape are selected.

    There are three ways to clear your selections:

    • Click the Remove from selection icon send-to-back.svg, and then draw a polygon through your selected geographic regions to clear the selection.

    • Click close--outline.svg Clear selection on the Insights card.

    • Press escape on your keyboard to clear all selections.

  8. Do one of the following:

    • Right-click on the map, and click Create new territory.

    • Click + → Create new territory.

  9. Select a territory group from the drop-down.

  10. Enter a territory ID and territory name. The effective date defaults to the current date.

    Note

    The territory ID must be unique within the current planning cycle.

  11. Click Create territory.