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Use custom zone mapping for research and program planning

Analyze coordinate datasets against custom boundaries for market, public-sector, nonprofit, or community projects.

Who this workflow is for

Researchers, nonprofit teams, public-sector planners, community analysts, and program managers.

Example data fields

Location ID, latitude, longitude, program type, population band, partner, status, cohort, or region.

Step-by-step workflow

  1. Import a CSV, Excel, KML, or KMZ file with the locations or geography you already have.
  2. Review spreadsheet repairs and confirm the coordinate mapping.
  3. Draw polygon or circle territories around the areas you want to compare.
  4. Use Analytics and Records to review totals, category breakdowns, overlaps, unassigned records, and individual rows.
  5. Export a visual map, filtered table, metrics, membership, geometry, or a portable project file.

Relevant current features

Import repair, layer organization, polygon and circle editing, labels and legend controls, live analytics, searchable records, PNG/PDF output, local autosave, starter templates, and data/geometry/project exports.

Honest limitations

TerritoryKit does not geocode street addresses, optimize balanced territories, plan routes, create drive-time areas, sync with CRM systems, or host collaborative cloud projects.

Small FAQ

Can this replace route planning? No. It is for creating and analyzing zones, not sequencing stops. Can I share the output? Export PNG/PDF, CSV, GeoJSON, KML, or the portable project file.

Related guides

Map CSV Latitude and Longitude Data · KML vs KMZ for Territory Mapping

Build your first territory map

Bring your coordinates, draw the zones you need, and see the results as the map changes.

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