Territory Mapping with US Zip Codes in Maptive: Data Setup and Map Creation скачать в хорошем качестве

Territory Mapping with US Zip Codes in Maptive: Data Setup and Map Creation

In this tutorial, we walk through how to build territory maps using U.S. zip code data in Maptive. You’ll learn how to structure your spreadsheet correctly, what columns to include, and how to turn territory assignments into clear geographic boundaries. Although this example focuses on U.S. zip codes, the same approach works for counties, states, provinces, or other administrative areas. The key is understanding how to prepare your boundary data and match it properly inside the Geographic Boundary Tool. We cover recommended column setup, including zip code, city, state (full state name suggested), salesperson or territory owner, total sales, customer counts, and optional latitude/longitude fields. You’ll also see how to assign territories by any column that makes sense for your operation. Once your data is uploaded, we show how to: • Apply U.S. zip code boundaries • Assign colors based on territory columns • Remove unnecessary markers • Combine boundary groups into full territories • Customize pop-up metrics • Adapt the same workflow for counties, states, or Canadian provinces This video is designed to give you ideas and structure for territory mapping. If you’re rebalancing sales territories, analyzing performance by zip, or assigning coverage areas, this walkthrough provides a clear starting point. If you need help reviewing your dataset or mapping strategy, reach out to the Maptive team to discuss your use case. Timestamps 00:05 – Introduction to territory mapping with data 00:13 – Using U.S. zip codes as territory examples 00:21 – How to map counties, states, or other boundaries 00:29 – Recommended state and country column setup 00:51 – Starting with existing territory data 01:07 – Required zip code column and optional city/state 01:19 – Assigning zip codes to salespeople or territories 01:26 – Including total sales and customer counts 01:33 – Optional latitude and longitude formatting 01:47 – Adding useful boundary-level metrics 02:17 – Creating a new map in Maptive 02:32 – Uploading files, drag-and-drop, or Google Sheets 03:00 – Why full zip datasets create dense marker maps 03:20 – Opening the Geographic Boundary Tool 03:37 – Selecting U.S. zip code boundaries 03:51 – Assigning territory columns (e.g., salesperson) 04:07 – Loading and coloring boundaries 04:14 – Hiding unnecessary markers 04:24 – Combining boundary groups into full territories 04:43 – Customizing boundary pop-up metrics 04:58 – Adapting for counties, states, or Canadian provinces 05:16 – Getting help with your territory mapping setup