Create sales territory maps from customer and account data

Map customers, prospects, accounts, or branches, draw sales regions, and compare how records are distributed between territories.

Open Map Builder

Who this workflow is for

Sales operations teams, regional managers, account planners, and analysts with coordinate-ready account lists.

Example data fields

Account name, latitude, longitude, segment, revenue band, owner, branch, priority, or status.

Step-by-step workflow

Import a CSV, Excel, KML, or KMZ file with the locations or geography you already have.
For spreadsheet data, select latitude and longitude columns so TerritoryKit can plot each record.
Draw polygon or circle territories around the areas you want to compare.
Use zone analytics to review totals, category breakdowns, overlaps, and unassigned records.
Export metrics, point membership, zone geometry, or a portable project file.

Relevant current features

Layer organization, polygon and circle drawing, territory rename/recolor/reshape, merge and split, live counts, overlap analysis, and CSV/GeoJSON/KML/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 CSV, GeoJSON, KML, or the portable project file.

Build your first territory map

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