Create Your Own Pin Map With eSpatial

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Territory map with pins
How to create a pin map
Video transcript for How to create a pin map

Creating a pin map from Excel is easy. Just take your spreadsheet, import it into eSpatial. The system will automatically take all of your data and plot it on a map.

And if you want to style it, change the colors of the pins, or the size of the pins, you can easily do that here on the right-hand side.

And there's your pin map.

What is a Pin Map?

A pin map is the simplest way to show your data on a map. A pin represents a geographic location. It could be a ZIP code, street, county, state, or country. It is similar to viewing a physical map with push pins. Geo mapping your data with Pin maps is simple and indispensable for sales, marketing, data analysts, and operations professionals. You only need an Excel sheet with location data (addresses).

Visualizing your locations on a pin map with mapping software transforms how you understand your critical sales, marketing, revenue, and operations data. It is so much easier when you see locations as pins on a map. You can enrich, analyze, share, and collaborate with others while increasing insight and engagement.

Pin map - Highest value customers in Milwaukee

Highest value customers

Sales teams can view and analyze customer locations to identify new opportunities
Pin map - Best location for marketing event

Best location for event

Marketing teams can plan new campaigns or locations for events
Pin map - Distribution centre location

Best location for distribution centre

Operations teams can map depot locations and analyze customer densities
Pin map - Real estate agent properties

Available properties for sale

Real estate agents can manage their property portfolios with ease
Pin map - Competitor locations

Our competitor locations

Data analysts can unlock new levels of insight hidden from view in spreadsheets

Pin Vast Amounts of Data

Quickly summarize and group pins by geographic regions. A pin map allows you to plot vast amounts of data on a single map. For example, you have 10 locations in one ZIP code. Your pin map will summarize that (using clustering) as a symbol with the number 10. Clicking the symbol enables you to drill down and reveal the individual points.

That is useful when you are mapping large datasets in a region.

Compare and Contrast Layers of Data

You can create complex visualizations that reveal the different levels of data that impact your business. For instance, if you are a distribution company, you can create a three-layer pin map displaying the location of customers, sales personnel, and warehouses.

Color coding each type of data point (customers, sales reps, assets) makes it easy to differentiate, compare and contrast data layers.

Pin map - Color code by industry

Color code by industry

It is easy to toggle a layer on or off, revealing or hiding pins

Enrich Pins With Data and Links

A map pin contains the data you have uploaded from your spreadsheet. Clicking on your pins reveals those details. It beats reviewing data in a sheet, hands down, because it is faster and more intuitive.

Link to web pages or CRM pages directly from each point (as long as that data is included in a column in your sheet).

Pin map - Click to reveal details and edit

Click to reveal details and edit

You can update point details, too, by double-clicking the field

Filter Your Pin Map

Pin maps made in eSpatial will be useful in their default states, but sometimes, examining a smaller amount of data can be more interesting. Filters give you the option to view only a particular group of pins. It might symbolize all of the customers your team has visited in the past year or all those in arrears for six months. You choose the detail, and the filtered pin map will make it a visual reality.

Pin map - Filter table by call ready leads

Filter table

Call ready leads

You are a sales manager and want to analyze the number of sales-ready leads in a state
Pin map - Highest valued customers

Highest value customers

You are a marketing manager and want to view your highest-value customer locations
Pin map - Warehouse / customer locations

Customers

Warehouses

You are an operations manager and want to filter your data to reveal customer locations near your warehouses

Choose Different Pin Styles or Make Your Own

Why not make your pins more interesting with advanced styles? It will bring your maps to life and make it easier to share your data story with others.

eSpatial offers power features like:

  • Use icons to represent different data sets on your maps
  • Use different pin sizes to describe volumes (product sales, customers, revenue, transactions)
  • Add your logo to a pin
  • Add a graphic to a pin

Publish and Share Your Pin Map

Pin maps are perfect for sharing and collaboration. Easily publish or embed your project as a live interactive map, making it easier for others to view, zoom in and analyze your data. For viewers, it's like using a Google Map on their mobile or viewing a physical map. And you can upload and refresh maps in minutes.

Export your map as a image to a PowerPoint slide or print.

Create Your Pin Map in 3 Steps

Step 1

Prepare Your Data

Save your data to a CSV file. Make sure that your columns have different category headings that specify different types of location information.

Prepare your data

Step 2

Sign up for an eSpatial Trial Account

Your next step is to register for a free trial. You'll need to provide your business email address and create a password to use the software, but no credit card information is necessary. This will begin your free trial where you can create your map right away.

Step 3

Upload Your Data

Log into eSpatial, then click the Upload new data option in the toolbar and follow the instructions that appear. (If you have any difficulties, you can get help from mapping experts in real time via our live chat system.)

Upload your data

As soon as your data is uploaded, it will be plotted on a pin map as seen in the example above. Each marker on the map represents a row in your spreadsheet, and all of this data is contained within the text box that appears whenever a pin is clicked. From here, you can style your map, run various analyses or share it with team members.

You've Created Your Pin Map, What Next?

Take your map experience to new levels with eSpatial's power mapping software and explore these invaluable options:

Regional heat map

Regional Heat Map

Regional heat maps make identifying an area's highest density of pins easy. For example, you are a Sales Operations Manager and want to identify the states with the highest and lowest revenue levels before a sales territory realignment project

Learn more about regional heat maps
pin-map-hotspot

Hotspot Heat Map

Hotspot heat maps are another form of heatmap and resemble weather maps.For example, you are a Marketing Director and want to identify whitespaces (areas of low customer coverage) in your geographic markets. Comparing your whitespaces with competitor locations may reveal new places to grow.

Learn more about hotspot heat maps
USA territory map

Territory Map

Territory mapping software is an integral part of the territory management process for sales operations. Mapping sales and service territories enable account assignments to ensure maximum customer coverage.

You can identify territory overlaps, territory merge opportunities, or new sales regions to grow. Optimizing sales territories to ensure a balance is critical.

Learn more about territory maps
Route map

Route Map

Want to explore next-level route planning and optimization for sales and service teams? Route mapping helps you optimize sales and service time while driving down costs.

Perfect for sales operations and field sales and service teams. Maximize efficiencies and spend more time with your highest-value customers.

Learn more about route maps

Create Your Own Pin Map Today

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