Sales territory map template for Excel

Choose the right starting file

A sales territory spreadsheet records locations and their attributes. A territory map also needs geographic boundaries. Start with the Excel sample below to learn how to import account locations, or open the sales territory starter project for a map that already includes synthetic points and editable zones.

The sample files are free to download and contain fictional locations for practice. They are not a list of leads or a finished territory plan for your business.

What to put in each column

• location_name: a recognizable account or site name. Keep one physical location per row; use an additional stable account ID when names can repeat.
• latitude and longitude: decimal coordinates for the location. Latitude ranges from -90 to 90 and longitude from -180 to 180. The Toronto examples use a negative longitude.
• segment: a category such as Enterprise, Mid-market, or SMB. Consistent spelling makes the group-by counts easier to compare.
• status: a field such as Active or Prospect that helps you filter records.
• priority: an optional planning category included in the sample. Additional source fields can help you review individual records.

Keep a separate copy of the original workbook. Avoid merged header cells and put a single set of clear column names above the data. Postal codes and street addresses can be useful attributes, but they cannot replace latitude and longitude: TerritoryKit does not geocode them.

Build the map from the template

1. Download the Excel sample and inspect its columns, or replace the sample rows with your own coordinate-ready locations.
2. Open the map builder and choose Import. Upload the XLSX file and select the latitude and longitude fields.
3. Review the preview and the valid, repaired, skipped, and invalid row counts. Resolve coordinate problems before treating the map as complete.
4. Check that the points appear in the expected area. Use the polygon or circle drawing tools to create territories, or import existing polygon boundaries in KML or KMZ.
5. Name the zones and select the point layer and zone layer in Analytics. Group by segment to compare the account mix inside each territory.
6. Review unassigned and overlapping records, then export the output appropriate for your next step.

The full Excel mapping guide explains the import sequence and includes an example of overlapping territory counts.

Review the plan before assigning owners

Territory membership is a geographic calculation. If one customer lies inside two overlapping territories, both zone totals include it. TerritoryKit does not decide which representative owns that customer. Use the point-membership export to review conflicts against your business rules.

Likewise, equal account counts do not imply equal revenue, visit time, or workload. You can adjust boundaries manually and compare the updated counts. For weighted planning, combine the exported membership with your account-level measures in Excel. The current app does not automatically balance territories or plan routes.

Choose an export

• Metrics CSV or Excel: per-zone counts and category breakdowns.
• Point membership CSV or Excel: individual records with the zones they fall inside.
• PNG or print/PDF: a visual map for a presentation or handout. Use Present map to add the title, labels, and legend.
• KML or GeoJSON: territory shapes for another geographic workflow.
• Project backup: a portable file that preserves the editable TerritoryKit project.

Local autosave belongs to the current browser profile. Export a project backup before clearing site data or moving to another device.

Common template questions

Does the Excel sample include territory boundaries?

No. It contains point locations and attributes. Draw the boundaries after importing, import polygon geometry, or use the starter project to explore a complete example.

Can I use a ZIP-code-only spreadsheet?

Not directly. Add usable coordinates for your point records, or obtain compatible polygon boundaries separately. TerritoryKit does not generate postal-code boundaries from spreadsheet values.

Can I keep my existing territory and owner columns?

Yes. Preserve them as source attributes so you can compare the current plan with calculated geographic membership. Importing an owner column does not automatically draw territories or resolve overlapping assignments.

Can I use the template on a Mac?

The sample is an XLSX workbook and the builder runs in a browser. Use a desktop browser for drawing and detailed review; no Windows-only mapping application is required.

Continue the workflow

Fix spreadsheet import errors · Review overlapping territories · Export a map for a presentation · Sales territory planning