How to…

It's a business death knell: "But we've always done it this way!" Getting stuck in a rut is bad for business, especially when it comes to your sales team. Just because you've had five sales reps in a region for years doesn't mean it's the ideal number. That's why you need a sales capacity model. If you haven't reviewed your sales territories recently, business activity may have drastically changed. And if your sales reps have too many accounts or leads to follow...

Mapping your excel spreadsheet transforms your location-based sales data into live, interactive maps which you can share with your team. Reporting on sales performance can be gruelling, especially when you're looking at local, regional, and national figures. In addition to reporting on the final figures, you need to compare performance of over 100 sales reps across 50 states by analyzing 300,000 sales records. This results in multiple worksheets with thousands of records that you need to wade through in order...

This article was last updated July 2019 If you're looking for a way to display your location data in a clear, concise way, you may want to create a bubble map. Bubble maps summarize your data by creating different sized circles that represent the value of your information. For example, the circles in the map below indicate the GDP of each European country. The larger the circle is, the higher the country's GDP. Many sales managers use this type of...

This article was last updated June 2015 If you have an eSpatial Team or Enterprise license, you can avail of the Groups & Users functionality, for collaborative mapping. This allows complete control over who sees your Excel datasets and maps - and who can edit them. Step 1: Add a Group Open the map you want to share. Click on the shaded dropdown username button (top right of screen) and select Manage Group & Users. On the next screen, you...

Would you like to map multiple locations like this: Well, a map with multiple locations can be created in 3 easy steps using eSpatial. Step one If you haven't done so already, sign up for a free eSpatial trial. All you need to supply is an email address and a self-created password. For that, you get an account for as long as you want it and also 7- day access to eSpatial Pro, which has bells and whistles too numerous...

When you create an eSpatial heat map, default colors are used - ranging from yellow to red - to highlight levels of data values within a specified region: However, you can easily customize these colors (you can go as wacky as you want!): How to change heat map colors In the Legend window, hover over the heatmap dataset (it's the one with the polygon shape - not the marker - beside it), and select Style & Color: This should open...

A choropleth map is another name for a heat map - it visualizes the level (or intensity) of measurable data in specific geographical areas. Benefits of a choropleth map For instance, imagine you wanted to see - at a glance - the most heavily populated areas of a state, per county. You would assign each county with a shade that represented the level of population. A sparsely populated county might be represented by a light pink colour, while a heavily...