In the evolving world of sales and customer engagement, territory management is no longer a nice-to-have but a strategic necessity. According to industry research, organizations with clearly defined sales territories experience 20–25% higher sales productivity compared to those operating without them. However, many sales managers still struggle to visualize, analyze, and optimize territories effectively within their CRM systems.
Overlapping coverage, poor resource allocation, and missed opportunities often stem from limited visibility into territory structures. With its Summer 2025 Release, Maplytics—Microsoft’s certified geo-analytical solution for Dynamics 365/ Dataverse/ Power Apps/ Power Pages, introduces enhanced territory management through interactive maps, enabling smarter, data-driven planning for better decisions, accountability, and business growth.
Visualizing Territories with Ease
The new territory management functionality in Maplytics enables users to easily map and analyze sales territories, along with their associated CRM records. Managers can visualize performance, coverage, and assigned accounts with just a few clicks. Three flexible viewing modes offer targeted insights:
- My Territory: Focus exclusively on your assigned territory and its related records, ideal for managers overseeing their own targets or regional responsibilities.
- My Team Territory: View territories assigned to your direct reports to assess their progress, identify gaps, and offer timely support.
- Combined View: View your territories as well as those of your associates.
Each territory is displayed with unique color-coding to differentiate between regions, making it simple to analyze patterns and spot overlaps or inefficiencies.
A Real-World Application
Consider Peter, a Territory Manager responsible for the “Growth Region.” He supervises two regional sales managers: Jack, handling the “Elite Region”, and Ava, managing the “Prime Region”.
1. When Peter selects My Territory, he sees only the Growth Region and its related records.
2. If he chooses My Team Territory, the map highlights both the Elite and Prime Regions, displaying their corresponding data in distinct colors.
3. Selecting both options provides Peter with a holistic view of all three territories at once—ideal for comparative analysis and resource allocation.
Meanwhile, if Jack logs in and selects My Territory, he will only view the Elite Region. Since he has no direct reports, the My Team Territory option will return no additional data.
Save Time with Templates and Dashboards
To help sales managers operate more efficiently, Maplytics enables them to save plotted territories as templates. These templates can be embedded into analytical dashboards, giving users quick access to key territory insights without the need to replot or reconfigure maps each time.
This supports both real-time monitoring and historical analysis, helping leaders make informed decisions faster.
Creating Balanced Territories with the Alignment Tool
When businesses expand or reorganize, managers often need to create new sales territories quickly and fairly. Maplytics simplifies this process with its Territory Alignment Tool.
Users can select one or more geographic regions and choose to create multiple territories based on specific criteria, such as Annual Revenue, Customer Count, or other custom fields.
For example, Peter may want to split a large area into three new territories based on revenue. By entering the desired number of divisions and selecting the alignment parameter, Maplytics instantly generates balanced territories, saving time and improving fairness across the sales team.
Test, Save, and Iterate with Draft Territories
Planning new territories often requires trial and error. The Draft Territory feature lets managers sketch potential regions directly on the map, using simple shapes based on postal codes or clusters of records.
These draft territories can include or exclude records and are stored under a dedicated section for future reference. Managers can review, adjust, compare, or finalize them later without losing progress.
This capability provides the freedom to experiment, collaborate with teams, and commit to changes only after careful consideration.
Smarter Categorization with Territory Attributes
In addition to visualizing territories, Maplytics allows categorization using Territory Attributes, including custom fields like Business Type, Region, Industry, and more.
When plotting territories, users can highlight specific attributes using color coding. For example, if Peter chooses “Business Type” as the filter, regions with similar business categories will be grouped visually on the map. This makes it easier to identify high-potential markets, streamline field activities, and tailor strategies by segment.
Drive Sales Performance with Real-Time Insights
Maplytics territory management helps sales leaders go beyond simple plotting. By integrating visual territory insights with sales data, CRM records, and performance metrics, users can:
- Identify underperforming or overburdened regions
- Reassign accounts for workload balance
- Uncover untapped markets or white space opportunities
- Optimize field rep allocation and visit planning
- Align territory strategies with business goals
Conclusion: A Smarter Way to Manage Territories
Maplytics is redefining how sales organizations manage territories. With visual mapping, intelligent alignment tools, draft management, attribute-based categorization, and dashboard integration, sales managers are now better equipped than ever to optimize performance and drive growth.
What’s More?
Maplytics is like water that can be molded into any role. It makes Bing Maps and Azure Maps integration within Dynamics 365 look seamless. Radius Search, Route Mapping, and more have become super easy to use. To get more acquainted and experience it first-hand, one can write to crm@inogic.com. To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM / Dataverse, get in touch with the team. For applied knowledge, do visit our Website or Microsoft AppSource. One can hop on to the detailed Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library for a quick query resolution. You can check out our technical tutorial video series #KnowYourMaplytics here, and for fun Tips & Tricks about Maplytics, have a look at our series #ProAtMaplytics here. Technical docs for the working of Maplytics are also available for reference.
You can also leave us a review or write about your experience on AppSource or the G2 Website.