This article was last updated June 2017
As a Sales Manager, understanding which of your stores is performing and which are failing, and more crucially why they are, is an important aspect of the job. There are a number of reasons why certain stores may not perform based on geography and demographics. Take the example provided below, if we look at the data map towards Florida in the South East we can see there a bunch of good performing stores there, highlighted in green. However, there is one poor performing store right in the middle, highlighted in blue. Why is this? Well luckily with eSpatial there are a number of things we can do to try understand. We can create a heat map to see if the surrounding stores are taking the customers in that area. We can add demographic datasets, where it might be revealed that the population is too old for the brand in that area, or it’s dominated by a gender not suited to the brand. With data mapping there a whole range of tools a Sales Manager can use to understand why their stores or sales teams are and aren’t performing. Keep reading below to learn how to turn an Excel spreadsheet into a data map!
eSpatial lets you create a map from an Excel spreadsheet, quickly and easily.
1. Make sure your spreadsheet contains a location element
If your spreadsheet data has a location element – anything form a ZIP/postal code to a country – then it can be plotted on a custom map using eSpatial. eSpatial can handle global location data from standard Excel formats – .xls, .xlsx or .csv,. Click here to download a spreadsheet template to ensure your data is ready for upload.
2. Sign in to eSpatial and upload your spreadsheet
Before you do anything in eSpatial, you need to have data to work with. So begin by adding your data file.
Click Upload new data (unless you have uploaded data previously, in which case choose Add from Library).
Find your saved Excel file and open it.
As shown below, location fields in your spreadsheet will be automatically chosen to determine where to place your data. If you want to select other fields, click Change Settings and select different location settings.
Click Complete to begin the spreadsheet data upload. You can monitor progress via the blue bar, which turns green then the action has completed. When the upload ends (100%), click Return to Map.
3. You’ve placed your data on an interactive map!
When clicked, each data point will generate a data-filled information box. Color-coded points indicate varying levels of occurrence (in this case, level of of sales)
Your map is now complete and you can interact with it in the eSpatial Workspace. Save it, then share (click on the share button on the Add Data panel) via email (copy and paste the link) or embed in a website (copy an paste the iframe code). Now that you’ve created your first eSpatial map, why not explore our help pages to discover how to analyze and share your data on a map?
Create a map from an Excel spreadsheet video
Are you a Salesforce User? Check out eSpatial for Salesforce on the AppExchange!