What's inside
=TERRITORY()=CLOSEST_TO()=INSTAMAP()- →Put your rep names in row 1 (B1:D1) — territories take their names.
- →Paste account addresses in column A; =TERRITORY() assigns balanced patches.
- →Balance by revenue instead of count by adding a value column as the third argument.
Set-up (60 seconds)
- Click "Make a copy" above — the template opens in your Google Sheets.
- Install the free InstaMaps add-on (100 lookups/day free; 1,000/day with a free email unlock).
- Turn the formulas on: in your sheet, open Extensions → InstaMaps → ⚡ Enable formulas (once per sheet). Any
#NAME?cells recalculate — reload the page if they linger. - Replace the sample rows with your data — every formula stays live.
Questions
How does the template balance territories?
=TERRITORY() clusters your addresses geographically, then assigns them so each rep gets a roughly equal share (within ~15%), keeping every patch contiguous.
Can I balance by revenue instead of account count?
Yes — =TERRITORY(A4:A9, B1:D1, E4:E9) weights the split by the value column, so a rep with fewer, bigger accounts gets a fair patch.
What if I do not have reps yet?
Pass a number instead: =TERRITORY(A4:A9, 4) labels rows Territory 1–4.
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