Set up your territory and load your customer file

Territory Intelligence answers one question for the manager: where is my team not selling, and what do I do about it? To answer it, BuildMapper needs three things from you: the boundary of your territory, the product lines you sell, and the builders who already buy from you. The setup asks for exactly those, one question at a time, and saves each answer as you go.

The questions, in order

1. 1
   Who are you?

   Your company name. It is used to research your market context and is never mixed into the permit numbers.
2. 2
   Where do you sell?

   Pick a whole province, a region, or the exact municipalities your reps cover. Pick one level: choosing municipalities clears a province choice and the other way round. Only places BuildMapper actually holds permits for are offered, each with its 12-month count, so you can see the size of what you are drawing before you commit. This boundary is the denominator for every number that follows.
3. 3
   What do you sell?

   Product lines, grouped Supply and Trade. This decides which projects count as yours and how much of each project's value you could serve. A lumber yard and a flooring dealer see different projects and different dollars from the same permits.
4. 4
   How many outside reps do you have?

   Sizes the rep-allocation panel on the Zones tab. It does not change the opportunity scoring. Skip it if you like.
5. 5
   Which builders do you already sell to?

   The one that matters most, because the whole coverage number is measured against it. Drop your customer list (next section) or type five to ten names from memory however you say them; BuildMapper works out the legal names.
6. 6
   What kind of work do your products go into?

   Tick the project types. Anything you do not pick drops out of every count and every dollar figure, so untick a category only when you really never sell into it.
7. 7
   Your biggest goal this year (optional)

   Shapes how the findings are written up. It does not change a single number. Then Run the analysis.

The customer file

Excel or CSV, any columns, up to 24 MB. The only column BuildMapper needs is the customer or account name. Column names and order do not matter: the first twelve rows are read to work out which column is which, and anything the reader was not sure about is listed back to you under Check these with an example, so you can see how each column was understood.

• An address column unlocks the leak: which jobs at your own customers your job list does not show you on.
• A rep or salesperson column unlocks a tab per rep, and it is the same names Team Flow uses to route each rep's accounts to them.
• Adding a second file adds to the first; it does not replace it. Remove anything out of date first. Files you uploaded and names you typed are listed with a Remove button.
• A sales history, open quotes, or a price book can go in the same drop (Feed me, any time after setup). BuildMapper works out what each file is and tells you on the receipt.
• One drop feeds every module. The same file is listed under Settings → Your data with what it added and where it is used, its people are brought into Connections, and Team Flow's setup says what is already on file. There is one upload path; drop it wherever you are.

The raw file is deleted as soon as it has been read. What stays is the list of account names and, if you gave them, addresses and rep names, inside your workspace. Nobody at BuildMapper browses it, it is never shown to another company, and it is never mixed into a shared pool.

What "matched" means

Each name on your file is matched to the builders named on permits, and the covered list tells you how: name matches exactly, matched on the distinctive part of the name, close spelling match, or matched after expanding an abbreviation, with a confidence percentage. A close match is labelled inferred rather than matched, and the reveal warns you how many of your names were matched only by a close guess, so you can check those before you trust the coverage number. Click through any figure to the permits behind it.

Matching is never done once. New permits land every Monday and bring builders into range who were not there before, so your names are re-checked against the latest records and the page tells you when it matched more than last time. A re-match only adds; it never removes a match you had.

Your share of the build

A permit records what a project costs to build, the whole house. You only ever sell part of it. Every dollar figure on the page is that project value narrowed to your share, and one number sets all of them. Out of the box it is a published rule of thumb for your product lines (the page calls it the industry assumption and shows the percentage). Change it once, on the Ask tab or from the strip under the headline, as either what a typical job at one of these builders is worth to you or a percentage of the build, and every figure recalculates.

Do it once, then leave it

Team Flow's scope is this same territory. Change the boundary or the product lines here and Monday's batch on the This week tab changes with it; there is one territory, not two. The one thing worth revisiting is the customer file: re-upload it when your accounts change, with the rep column, so routing and coverage stay honest.