MapOps Expansion Workspace — User Guide
This guide explains **how to use the dashboard** as a leadership user, sales manager, or field rep. It assumes you are working in a configured workspace (e.g. the Illawarra or Newcastle demo).
**Open a workspace:** `/dashboard/demo-workspace` (or your client-specific URL).
---
What you see on screen
The workspace has two main areas:
1. **Map (left / main)** — Interactive territory map with layers you can turn on and off.
2. **Insights panel (right)** — Tabs for decisions, rankings, territory building, and field sales.
At the top of the header you will see:
- **Company and region** — who this workspace is for and which geography it covers.
- **Launch depot** — the hub used for drive-time and operational fit scoring.
- **Scoring mode** — Greenfield or Penetration (see below).
- **Rep mode toggle** — switches between full leadership view and simplified rep view.
---
Scoring modes
Choose the mode that matches your question:
| Mode | When to use it |
|---|---|
| **Greenfield** | You are expanding into **new** territory. Ranking emphasises commercial density, climate demand, and competitive white space. Customer history is optional. |
| **Penetration** | You want to **grow share** where you already work. Ranking emphasises existing customer evidence, market headroom, and where to deepen coverage. |
Upload customer data (see below) before using Penetration mode for best results.
---
Dashboard tabs
Executive
Your **expansion decision at a glance**:
- The core question this workspace answers
- Recommended market or your **selected territory** summary
- Opportunity score, operational fit, confidence
- Key metrics (households, commercial targets, greenfield areas)
- Conclusion text and link to open the territory builder
When you select suburbs on the map, the executive view updates to reflect **your territory** instead of the default recommendation.
---
Market ranking
A sortable list of every scored area (SA2) in the region.
- **Opportunity score** — headline rank (colour-coded)
- Commercial account count, dwelling count, drive time from depot
- **Action label** — e.g. *Test now*, *Validate*, *Monitor*
**Click any row** to open a **full area profile**: census income, ERP population and growth, climate, building approvals, commercial segments, score breakdown, and “why this score” explanations.
Use this tab to compare suburbs before committing to a trial territory.
---
Territory builder
Design and test a **90-day expansion footprint**.
**Select areas on the map** (or use suggested expansion candidates) to build your territory. The panel shows:
- Aggregated households, customers, competitors, average drive time
- **ROI projection** — estimated pipeline value from your assumptions
- **Ranked call list** — commercial targets in selected areas, tiered by priority
- Actions per target: assign rep, update status, open proof link, navigate
**Start territory trial** — captures a Day 0 snapshot for later comparison on the Performance tab.
**Rep mode:** this tab becomes **Field map** — full street map focused on your call area.
---
Field sales
Tools for **leaders and reps** to run outreach.
**Leaders:**
- **Publish territory** — locks the current assignment for the team
- **Assignment board** — drag prospects between reps (columns)
- **Smart assign rules** — auto-assign by suburb, segment, or round-robin
- **Leader scorecard** — activity and pipeline by rep
- **Reset assignments** — clear a rep or territory when starting fresh
- **Export live outreach CSV** — for CRM import
**Reps:**
- Switch on **Rep mode** (header toggle) for a simplified layout
- **Today’s queue** — your priority calls with Navigate, Call, and status updates
- **Target call area** — filter map and queue to a suburb or lasso selection
- Status flow: New → Attempted → Contacted → Meeting → Won / Pass
**Rep mode:** this tab becomes **My calls**.
---
CRM blueprint
Prepare your CRM and connect live sync:
- **Download blueprint CSVs** — pipeline stages, required fields, routing rules, lead import template
- **Live outreach export** — current ranked list with rep assignments and status
- **CRM connection** — connect Pipedrive (API token) or HubSpot (OAuth)
- **Pull customers** — import job history into the workspace for scoring
- **Push leads** — send ranked targets to your CRM as deals
- **Poll CRM status** — refresh outreach status from CRM without waiting for webhooks
- **Webhook URL** — shown after connect; gives CRM → MapOps status updates when reps move deals
---
Targets & partners
Referral partners and strategic accounts (where configured for the region). Export partner lists as CSV for outreach tracking.
---
90-day plan
Structured rollout checklist:
- **Days 1–30** — Prepare territory, CRM, targets, partners
- **Days 31–60** — Execute outreach and site visits
- **Days 61–90** — Evaluate results and decide next investment
Use alongside the Performance tab at the end of a trial.
---
Performance
Answer: **Did this territory earn more investment?**
- Compare **Day 0 vs today** on wins, meetings, and activity
- Log trial outcomes and notes
- Links back to territory builder to adjust or expand
Requires starting a territory trial from the Territory builder tab.
---
Map layers
Open the **layer panel** on the map to toggle data overlays.
Common layers:
| Layer | What it shows |
|---|---|
| SA2 boundaries | Scoring geography |
| OSM businesses | Named commercial points (coloured by outreach status when assigned) |
| Income / dwellings / ERP population | Choropleth from census and ERP |
| ERP growth | Year-on-year population change |
| Climate (heating / cooling) | Seasonal demand proxy |
| Building approvals | Recent development activity |
| CRM revenue / conversion | Your uploaded customer rollups (after import) |
| Penetration | Where you already have customers vs market size |
| Trade competitors | HVAC / trade tagged in OSM |
Layer availability depends on what has been ingested for your region.
---
Uploading customer data
1. Open **Market ranking** or the customer upload section (when visible in your workspace).
2. Choose a **CSV** with at least a service **address** column.
3. Map columns (address, revenue, job date, service type, status, lead source, margin).
4. Run import — addresses are geocoded and matched to areas (up to 500 rows per batch).
5. Switch to **Penetration** scoring mode to see ranking and penetration layers update.
Customer addresses are stored securely; map views use aggregated area stats by default.
---
Launch depot
Change the **depot** in the header to recalculate:
- Drive times to each area
- Operational fit scores
- Reachability on the map
Each region has predefined depots (e.g. Moss Vale, Wollongong). Client workspaces can add custom depots during configuration.
---
Prospect proof pages
From the ranked call list, open a **proof link** for a target area. This opens a **prospect-facing page** (`/proof/...`) with local market context — useful on sales calls or as a leave-behind.
---
Demo vs client workspaces
| Demo (Illawarra / Newcastle) | Client workspace | |
|---|---|---|
| Data | Pre-ingested regional package | Your region + optional customer CSV |
| Branding | Example company name | Your company profile |
| CRM | Connect optional | Connect + push/pull |
| Auth | May be open for demo | Login required |
---
Typical workflows
Leadership — choose where to expand
1. Review **Executive** and **Market ranking**
2. Toggle map layers (ERP growth, approvals, commercial density)
3. Select high-scoring areas in **Territory builder**
4. Review ROI projection and ranked targets
5. **Start territory trial** → assign reps in **Field sales**
Sales manager — run a 90-day test
1. Publish territory and set assign rules
2. Push leads to CRM (**CRM blueprint**)
3. Monitor **Leader scorecard** weekly
4. At day 90, review **Performance** and decide hire / pause / expand
Field rep — work your patch
1. Turn on **Rep mode**
2. Set **Today’s call area** (suburb or lasso)
3. Work **My calls** queue — Navigate, Call, update status
4. Mark wins and passes; sync flows back to CRM if connected
Analyst — enrich with your data
1. Upload customer CSV
2. Switch to **Penetration** mode
3. Compare penetration layer vs greenfield opportunities
4. Export CRM blueprint or live outreach CSV
---
Getting help
- Product and demo booking: [mapops.co](https://mapops.co)
- Contact: contact@mapops.co
For technical setup (ingest, CRM env vars, Supabase), see [TECHNICAL.md](./TECHNICAL.md).