People who take time to think things through are more likely to be effective and successful… Even something as simple as a company road trip can offer tremendous opportunities if planned effectively.
Going to be in New York City for a few days? Impress clients with a visit, schedule time with hot nearby leads, investigate a new location, or swing by a project site. Solve’s Report Builder and Google MapEngine can help you figure out where to go with your limited time.
Creating your map
Activating a Google worksheet
Ensure you have add-ons enabled for your G Suite domain.
Open the Solve Report Builder add-on page and click the “Install App” icon (top-right) …
Follow the prompts to authorize the add-on.
Open a Google Sheet by clicking the “Launch app” icon that just appeared in the Report Builder add-on page …
Fill-in Add-ons > Solve Report Builder > Customize report.
Click “Sign-in” to authorize and access your Solve account.
You’re done activating, now lets make a map …
1) Customize Solve contacts and enter data
Solve menu > Customize Form Fields > Editing Contact fields
- Create a new Select option custom field with options for Sales Stage by selecting: Add a field > Custom fields > Select option
- Enter values for both Sales Stage and Business Address fields in Solve contacts as illustrated below
2) Pull custom Solve data into sheet
Return to the activated Google Sheet you created
Add-ons > Solve Report Builder > Customize report
Select “Contacts” as your report type and set …
- Add criteria > Custom field > Sales Stage > is not empty > Accept
- Click “Add criteria” and set this one to > Standard field > Business Address > is not empty > Accept
In the Columns section set
- For Standard fields > select Business Address > Accept
- For Custom fields > select only Sales Stage > Accept
- For System columns > deselect ID > Accept
- Click “Run report”
- Admire your table of data …
3) Map contact data
In new browser tab and enable pop-ups
- Open https://mapsengine.google.com/map/ > Create a new map
- Untitled map > Untitled layer > import
- Google Drive > Recent > select your spreadsheet > Select
- Select Business Address > click Continue> Name > click Finish
- Style > Change “uniform style” to “style by data column” > Sales Stage
- Select Range > 8 > Pick a colour scheme or style Sales Stages individually
- Admire your map
4) Map out your route
Continuing inside the map
- Zoom into area you are visiting
- Decide which contacts you want to visit based on their sales stage
- Click on contact > “Directions to here”
- Notice additional layer listed below Sales Stage legend
- Untitled Layer > (A) > type next contact’s name and select it > Add Destination > Type next contact… etc.
- Reorganize destinations if required (drag and drop)
- Your trip is planned and mapped. Click “Step by Step” for detailed directions
- Take pride in your new itinerary …
Google Maps are simply one of the many ways to level up your Google Sheets reports, helping to transform them into full-blown dashboards.