Overview

Our coverage map now includes more filters, map-drawing tools, better store group management, and add-to-plan features. Along the top, you’ll see various filters including store, initiatives, HQ Accounts, Store groups, Distributors, Visited/Not Visited, and more.

On the map, stores are represented by dots and the large circles with numbers represent clusters of stores. Initially, the map will load the first 500 stores, and load more as you zoom in and or filter. You can zoom by either clicking on one of the clusters or using the plus/minus at the bottom right of the screen.

Stores can be color-coordinated a few different ways by clicking on the dropdown at the top left. This includes showing stores that are planned vs not planned, by classification, or by when the store was last visited. You will see a legend where applicable at the bottom left of the screen.

Selecting & Exporting Stores

As you zoom in or filter on the map, the list in the right panel updates accordingly. You can select individual stores by clicking on the checkmarks, or click “Select All” to select all stores within the map window. You can also use the drawing tools at the top to first narrow down to a specific area and then select all. Once you have one or more stores selected you will have the option to export the list into Excel.

Adding stores to a Plan or Store Group

Selected stores can also be added to a Plan or Store Group. To add to a Store Group click Add to Group. In the dialogue box, you can create a new store group to add to or add the stores to an existing store group. The boxes to the left indicate whether any of the selected stores are already part of an existing group. If there is nothing in the box, that means none of the selected stores are currently assigned to that group. If there is a line, that means a portion (but not all) of the stores you selected are already assigned to that store group. A checkmark means all selected stores are already assigned to that store group. Select the store group or groups you want to assign the stores to and click Apply.

Similarly, you can click “Add to Plan” which brings up the dialogue box to add the selected stores to a specific date. Select the day and optionally choose a specific time. You can also schedule the visit to repeat. You have the option to set the repeat frequency, the cadence of either week or month and the specific day of the week. The helper text above will describe what the repeat is set for.

Lastly, select the user to assign the visit and click Save.