The only territory management tool that lives inside your Power BI reports. Draw, edit, and rebalance territories with an interactive map — no switching tools.
Built for sales operations teams who need to visualize, edit, and optimize territory assignments without leaving Power BI.
Click ZIP codes on the map to reassign them between territories. See changes reflected instantly with auto-dissolve boundaries.
Install from AppSource and use directly in your existing Power BI reports. No context switching, no separate tools.
Invite your team. Admins manage maps and users, editors realign territories, viewers see the results. Full audit trail included.
Overlay your CRM data — revenue, customer count, headcount — and balance territories with real metrics, not guesswork.
Server-side tile rendering for 33,000+ ZIP codes. Smooth pan and zoom at any scale with pre-computed territory boundaries.
Microsoft Entra ID authentication. Tenant-isolated data. SOC 2 compliant infrastructure on Azure. Your data stays yours.
From install to territory editing in four simple steps.
Download the EasyTerritory visual from Microsoft AppSource. Add it to any Power BI report just like any other custom visual.
Sign in with your Microsoft account or create a new trial account at easyterritory.ai. You'll get an API key to connect the visual to your workspace.
Upload existing territory assignments or start from scratch. The map shows every ZIP code — click to assign them to territories and watch the boundaries form automatically.
Your territories sync live with Power BI. Cross-filter with your sales data, balance workloads, and share reports with stakeholders — all from one place.
EasyTerritory works as a native Power BI custom visual. It cross-filters with your existing charts, slicers, and tables — so territory changes flow through your entire analytics stack instantly.
Start with a 14-day free trial. No credit card required.
Start your free 14-day trial today. No credit card, no commitment.