Help Guide

This user guide provides step-by-step information on how to get started quickly and run typical tasks with Geoplan mapping software

Help Guide

This user guide provides step-by-step information on how to get started quickly and run typical tasks with Geoplan mapping software

Get started with Geoplan mapping software

Get the most from your Geoplan mapping software by just following  these simple steps:

  • Data Guidelines
  • Importing your data
  • Managing your data
Find out more

Map Pins in Geoplan mapping software

Plot your data as pins on the map to show their geographic distribution.

Either manually add a pin at a time using the map or import up to 10,000 records from a spreadsheet into the software.

Help Guide

Hot-Spots in Geoplan mapping software

Use hot spot mapping to identify and analyse trends and key themes in your data at postcode or administrative boundary level.

Help Guide

Catchments in Geoplan mapping software

Create catchment areas around locations such as stores, depots or field team using a hand-drawn shape, a radius or a travel time.

Help Guide

Territories in Geoplan mapping software

Create territories from pre-defined geographies such as postcode boundaries.
Modify territory boundaries to balance or optimise the opportunity in each territory.

Manually create your territories from scratch or import your existing territory structure into Geoplan mapping software.

Help Guide

Site Optimiser

Identify the ideal trade area or site using Geoplan site optimiser tools to analyse the geographical area and key influencing factors such as demographics, customer spending habits and competitors.

Help Guide

Territory Optimiser

Create territories from pre-defined geographies such as postcode boundaries. Optimise the workload or opportunity in each territory to create workload efficient, geographically compact, balanced territories.

Help Guide

Route Optimiser

Create optimised visit plans factoring in the frequency and duration of your visits, including specific dates or time windows.

Help Guide

Need additional Support

Monday to Friday, 9.00am to 5.00pm GMT. Covers 70% of time zones, plus or minus 8 hours, in the  same day.

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