Best Territory Mapping Software for Microsoft Excel

Sales teams can leverage SmartDraw to design sales territory maps that facilitate the visualization and management of their coverage areas. The tool provides an extensive library of maps for both the United States and the world, along with the capability to incorporate your sales figures. Users can implement conditional formatting by linking spreadsheets or CSV files to map elements, enabling automatic changes in color or attributes based on data values—such as highlighting a sales rep's area in red if they are not meeting their sales targets. Notable features include detailed maps of the US, world maps, and options for customizing and coloring maps using intuitive drag-and-drop markers or applying conditional formatting linked to your data. In addition, SmartDraw allows for the creation of various business diagrams, including organizational charts and flowcharts. It supports real-time collaboration and version control, with the ability to save territory maps directly to platforms like OneDrive, Google Drive, and SharePoint. Users can also import Visio and Lucidchart files in bulk. SmartDraw offers robust enterprise integrations with Microsoft, Google, Confluence, and various other platforms.

BatchGeo is an online platform that enables individuals to effortlessly generate maps from various location information. By using BatchGeo, users can transform a collection of addresses or coordinates into a personalized map that can be easily shared with others. This tool is frequently utilized for commercial applications, such as visualizing customer locations or delineating sales regions, but it is equally beneficial for personal endeavors, such as planning a road trip or organizing a vacation route. To get started with BatchGeo, users can either upload a spreadsheet containing their location data or directly paste the information into the tool. The platform then performs geocoding, which converts the addresses into latitude and longitude coordinates suitable for mapping. Users have the opportunity to enhance their maps by incorporating labels, markers, and a variety of additional features before sharing them through a link or embed code. Moreover, BatchGeo includes functionalities like location searches and distance calculations between multiple points on the map, making it a versatile tool for anyone needing to visualize geographical data. Additionally, the ease of use and accessibility of BatchGeo make it a popular choice among both businesses and casual users alike.

Maptitude Geographic Information System software provides you with the maps, demographic data, and tools you need to analyze how geography affects your business and you. Every day, you must deal with spreadsheets and databases that contain vast amounts of data about customers, employees, sales, facilities, territory, and other information. Maptitude mapping software allows you to visualize data in new ways, uncover geographic patterns in your data, and communicate that information in a simple way. Maptitude offers everything you need to reap the benefits of desktop mapping, spatial analysis, and more with one easy-to-use package. Maptitude offers the most features and the highest performance of any mapping program. Maptitude is a desktop mapping software that offers many new and improved features. It makes it easy to create and edit maps and add data to maps. You can also analyze and connect to corporate data sources.

Connect your data with the real world. Upload your data, view it on a map, generate charts, reports, and combine it into a visual dashboard. Our powerful analytical tools allow you to visualize and understand your data in new ways. Our team of experts can help you solve any problems you may have. We are available to assist you by phone, chat, or email.

Effortless sales and field service territory mapping for Dynamics 365, Power BI, and Excel is achievable with our top-rated solution on Microsoft AppSource. EasyTerritory stands out as the premier web-based mapping software specifically designed for managing sales territories, planning service capacity, and providing geospatial business intelligence integrated with Microsoft Dynamics 365, Excel, and Power BI. For those not utilizing Dynamics 365, EasyTerritory remains versatile, also supporting Excel, Power BI, and SQL Azure. This powerful tool is utilized across various sectors, including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our mission is to simplify the challenges associated with territory mapping and management. With EasyTerritory, sales managers gain the ability to create and adjust their sales representatives' territories seamlessly on an interactive map, enhancing operational efficiency and strategic planning. As a result, organizations can better optimize their resources and drive sales performance.