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Territories

Balance Territories by What Actually Matters

Split accounts, revenue, and drive time across your field team—evenly, in one click.

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Ohio counties grouped into four contiguous sales territories with 220 to 223 accounts each; account locations are shown as dots, with a legend listing the account count per rep

Balance on Any Metric That Matters

Mapsly does not stop at account counts. Weight several dimensions at once and let it draw fair territories.

  • Accounts and Workload

    Even out account counts so every rep carries a comparable share of the book.

  • Revenue and Pipeline

    Spread revenue potential evenly, so no single territory holds all the upside.

  • Drive Time and Compactness

    Use real road drive time to keep territories tight and cut the hours between stops.

  • Priority and Demographics

    Weight top-tier accounts fairly and balance on real US Census demographics.

Complex Task, Simple Process

Pick a goal—even accounts, even revenue, or drive time—and press Optimize. Mapsly evens out the workload, spreads the opportunities, and keeps territories tight.

  • Accounts per rep: from the fewest to the busiest rep
  • Revenue per rep: from the smallest to the largest book
  • Windshield time: kept optimal with tight, compact territories
Territory Balancer with the Even accounts goal selected and an Optimize button, a breakdown of accounts per rep before and after optimizing, and results: 220–223 accounts per rep, compact and contiguous territories

From Messy Map to Balanced Team in Three Steps

From your CRM data to balanced territories and daily routes, Mapsly runs your whole field operation.

Territory balancing is one of many Custom Apps a Mapsly engineer sets up for your operation—at no extra cost.

  • 1. Connect Your Data

    Sync accounts from 15+ CRMs, spreadsheets, or any source with location data—no single-CRM lock-in.

  • 2. Bring Your Goals to Mapsly

    A Mapsly engineer works with you to bring your team’s goals and business rules into Mapsly, so territories balance on what matters to your operation.

  • 3. Assign and Route

    Push owners back to your CRM, then route the whole team across multiple days in a single planning run.

Take Your Field Operations to the Next Level

Balanced territories are just the start. Mapsly’s Visit Planner turns them into efficient routes for the whole team.

Learn more about Visit Planner

  • Visit by Priority

    Put the accounts that matter most at the front of the line, so high-value and at-risk customers are always seen on time.

  • Keep Every Cadence

    Set how often each account should be visited, and Mapsly schedules the recurring visits to match—days and weeks ahead.

  • More Visits, Less Driving

    Every route is optimized to fit in the most stops with the least drive time, around your team’s open hours and live road traffic.

Ready to Get Started?

Start a free 14-day trial of the full platform, or let a solution engineer build a proof of concept for your team.

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