Sales Territory Map

What is a Sales Territory Map? A sales territory map allows sales management to clearly define territory ownership on a map.

How to Use Sales Territory Maps

Sales organizations can use sales territory maps to not only define sales territories but to analyze sales performance, calculate routes, and create maps for sales calls. The process of dividing sales territories requires foresight to make sure you allow room for the company to grow. Poorly aligned territories may lead to low employee morale, client losses, and a waste of valuable resources.

Analyzing sales territories

What to Considering When Creating Sales Territory Map

  • Be strategic. Start out by strategically meeting revenue goals in small areas. From that point, you then can gradually grow the territories.
  • Understand your clientele. It's important to gather as much information as possible about your customers. Knowing the kind of clients you're going after, their locations (whether physical or virtual), and the resources required to reach them will help set up your sales territories in the future.
  • Take inventory of the territories. Perform regular maintenance of territories and tweak them once a year. Revising territories should be approached with caution, as it may hurt existing relationships with customers in those territories.
  • Maintain balance. It's important that sales territories be balanced. If a sales rep is performing poorly, they should not be assigned a smaller territory. The response should be to assign that particular territory to a sales rep better suited to it.

Making a Sales Territory Map

SmartDraw has a comprehensive library of world maps, unique customization tools, and a great looking set of templates to help you get started.

To begin, browse through the map library for your desired region.

Map templates

You can customize a selected map by color coding regions using different fill colors. Just select a state or country and pick a color.

Customizing Sales Maps

Say we want to make one of the Central Region States a part of the Eastern Region.

Edit a state

Just select one of the Eastern States and hit the Format Painter button in the Ribbon and then click on the state that you want to change and it will automatically take on the format of the Eastern States.

Format painter

Suppose you want to create a new region on your map. Just select the states that you want to separate and change the Fill color in the Ribbon. Next, add a corresponding section to the map's Legend. Select the bottom row of the Legend, right-click, and under the Row options, choose Insert Below. Add a new entry to the Legend and change the swatch to match the new section.

You can further customize the map with markers and other symbols from the SmartPanel. There are hundreds of map-specific symbols available, just select them and drag them to where you want them to go.

Map symbols and markers

Sharing a Sales Territory Map

All SmartDraw maps are vector based which means you can resize any map to any size without compromising image quality. Just select the entire map, hit the Group button in the Design Ribbon to lock the regions together and use the handles to resize the map.

If you are using a sales territory map in a presentation and don't want to show all of the information at once, you'll want to sequence the map. Just select each region and then set the step order here in the PowerPoint® tab. When you give the presentation, the map is shown in the desired order, much easier for the audience to take in.

Sales territory map example

You can also share your map via e-mail or export your map to an image file with just a click.