The Visualize tab was designed for stress-free territory management. Use the “Colorize” and “Filter” in the visualize tab to color your pins by key values and filter out accounts you do not want to see on your map. You can easily organize and segment your accounts before making any changes like creating routes and updating account information.
Use Colorize to see your pins as different colors based on the fields associated with accounts that you’ve imported into Badger Maps. You’ll be able to see the bigger picture of your accounts in one glance without going through lines of data.
Use Colorize to:
Use Filter sort out certain accounts on your map to show the only accounts you want to see and how you would like to see them.
Use Filter to:
Text filters colorize your pins according to text values. Examples of text filters are Priority (with values like High, Medium, and Low) and Type of Business (with values like Clinic, Store, Car Dealership, etc.). This way, if you only wanted to see Car Dealerships that High Priority, you can filter out all other accounts and create a route for the accounts left on your screen.
When you colorize by text filters, your accounts will be assigned different colors and displayed on your map.
Numeric filters colorize your pins according to the number in the field you choose to filter. You can only assign number values for numeric filters in order to filter it.
Your accounts will be colorized based on a gradient scale from yellow to dark red. For example, the “Days Since Last Check-In” filter will color code the accounts you saw yesterday in yellow and the ones you haven’t seen in a month in dark red.
In the Filter tab you can customize the scale by using the slider or typing in your own numbers. Then you’ll only see the accounts in that range on your map.
TIP: You can use text and numeric filters at the same time! Use a text and numeric filter at the same time to see where specific accounts are. For example, you can use the filters to see High Priority accounts with Sales YTD between $5k-$10k.
Beware! If you have too many filters active your pins may not appear on the map. You can see which filters are active under “Visualize” and the grey banner, “Active Filters.”
To reset your filters and see all your pins:
If your pins are still hidden, refresh your page. If the problem persists, email us at firstname.lastname@example.org with any questions or concerns.
To create new filters, you can either create them manually from the web app or through an Excel/CSV import.
It’s useful to manually create fields in the web app when you would like to add a new field that (1) you would like to fill out in the future and don’t have much data yet for or (2) if the field can easily be filled out with the Lasso tool.
It’s useful to create fields with a spreadsheet when you already have this data stored somewhere else, like a customer data spreadsheet or in your CRM.
Tip: Lasso is great for assigning territories. If you have a team in Badger, you can use Lasso to draw a circle around a group of points and change/add an account owner.
The order of filters can be customized:
To colorize and filter your accounts based on Sales Stages, make sure you have a field called “Sales Stage” and your account details have this field filled out.
To colorize accounts by their Sales Stage:
Now your pins will be colored by which sales stage they’re in with a legend on the left side of your screen. Now that you have your pins colorized, what if you only wanted to visit Qualified Lead accounts under the Sales Stage filter?
You can filter your map so that only “Qualified Lead”s stay on your map:
When you’re finished, click Toggle All On to bring back the rest of your accounts on the screen.
Did you know that you can also visualize your data based on the days since you’ve lasted visited a client? Once you’ve saved a check-in, Badger Maps automatically calculates the number of days since your last check-in and saves it. You no longer have to manually keep track of when you last visited a lead or customer.
To colorize your data based on days since last check-in:
Since this is a numeric filter, the left panel will show a gradient scale. The darker the pin’s color, the longer it’s been since you’ve last visited that client.
For example, if you would like to visit accounts that you have been seen in the last 60 days:
If you’re in a team you’ll be able to colorize and filter by territories as well. To improve sales efficiency, it’s important to see what your reps’ territories look like to know that they have the ideal territory for their skills and region.
To visualize and filter by territory, go into the “Visualize” tab and select the “Rep Names” colorize filter. This will color each pin on your map by each team member’s territory. Then, you can use “Filter” to filter out territories you would not like to see on your map.
The video below shows you how to use visualization tools to colorize and filter your accounts on the map on your computer.
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