M A P S L Y

Territories fields, aggregate metrics & demographics

Colorize territories based on auto-calculated aggregate metrics, demographic data or custom fields

Territories may have data fields that can be displayed in territories’ names and their map popups. Data fields can be explicitly marked as numeric or text.

Numeric data fields – metrics – can also be used to automatically colorize territory based on the metric’s value and a configurable color scale.

Mapsly offers 3 types of data fields:

  1. Aggregate metric: its value is automatically calculated based on records located in the territory. It can either be the number of such records or an aggregate (SUM, MAX, MIN or AVG) across the records by the specific field.

  2. Demographic metric: a pre-loaded value from data provided by the US Census Bureau. Available only for territories generated from the geo-library’s areas for which US Census Bureau aggregates census data, like postal code tabulation areas, counties, states and census tracts and census group block.

  3. Custom data field: a placeholder field that can be filled for each territory manually, or using Mapsly automation suite, or imported from a file.

Data fields are configured in the territory group properties and become available in all territories in this group, so to add data fields to your territories you need to create a new territory group (the Default group’s properties cannot be customized)

How to add and use aggregate metrics

In the example below we will create a group of territories generated out of counties using the Geo-library, count accounts and their cumulative monthly revenue per county, colorize counties based on the revenue metric, and show both metrics in the name of territories on the map and their data popups.

Count number of records

To count the number of accounts per territory, add a Function metric, select the COUNT function and Account object.

Count total monthly revenue

To calculate the total monthly revenue across all accounts located in a territory, add a Function metric “Total Revenue”, select the SUM function, Account object and Monthly revenue field.

Set color based on revenue

Make territory colors metric-base, adjust the color scale and select the revenue metric and enter the min and max values (used to generate the color legend).

Show metrics in territory names

Use the name template editor to add metrics to territory names: for example
San Francisco [14]: $35,000, meaning that there are 14 accounts in the San Francisco territory generating a total of $35,000 monthly revenue.

Show metrics in territory popup

To show more data fields, you may use the territory popup that appears when the viewer hovers their mouse over the territory.

Select counties in Geo-library

Use Geo-library to select counties that you’d like to convert to territories and colorize based on the revenue metric.

View counties colorized by revenue

Save the Territories draft to apply changes to the territories and their data fields, and view the resulting territories on the map, with the metrics in their names and data popups.

View demographic data

In the December 2021 release, you’ll be able to add any of the pre-loaded demographic data metrics provided by the US Census Bureau. 

Please note that since US Census Bureau aggregates data only for specific map areas like states, counties, census tracts, census block groups, be sure to use the Geo-library to mass-create territories based on such areas for the demographic data to be available.