Sales Territory Batch Export

AlignMix’s sales territory batch export saves every territory in your alignment as its own image and Excel file in a single pass. Instead of exporting territories one at a time, you set up your map, click through two short screens, and end up with a folder holding a picture and a data sheet for each territory. Most teams reach for it to hand reps their own patch before an alignment is locked down.

What ends up in the export

Whatever is switched on in your map is what shows up. Territory labels, account segments, static layers, thematic shading, if it’s visible on screen it lands in each image. That’s useful when you want a rep to see their accounts and numbers, and a distraction when you were after a clean map. If the images come out busier than you wanted, the fix sits on the View tab: turn off the layers you don’t need, or open configure layers and switch them off there, then run the export again.

Running a batch export

Once the map looks right, the export itself is quick.

  1. Set up the map the way you want reps to see it. Enable the labels and layers that matter and hide the rest.
  2. Open the export options and choose batch export.
  3. Pick a destination folder and confirm whether you want images, Excel files, or both.
  4. Start it. AlignMix works through your territories in order and writes a matching image and spreadsheet for each one.

The files come out sorted, so they line up predictably in the folder. That makes it easy to zip the whole set or drop each rep’s files into a shared drive.

Why send territories before you finalize

An alignment always reads better on the designer’s screen than it does to the rep who has to drive it. Giving each rep their own map and account list before you commit lets them catch the account that shifted to the wrong person, or the ZIP that should have stayed put. You clean up a handful of small problems now instead of hearing about them all quarter. A review pass like this also surfaces stray fragments and non-contiguous territories that are easy to miss on a national view.

Worth knowing before a big run

A large alignment with several hundred territories takes a little time to write every file, so start it and let it finish rather than clicking around mid-export. And because the export mirrors the map exactly as it sits, do a quick pass to confirm your labels read the way you want before you generate a few hundred images you would only have to redo.

Frequently asked questions

What does the AlignMix batch export create?

One image file and one Excel file for every sales territory in your alignment, generated together in a single run. Each image shows that territory as it appears on your map, and the spreadsheet holds its underlying data.

Can I control which labels and layers appear?

Yes. The export captures whatever is enabled on the map, so switch layers, labels, and account segments on or off from the View tab or configure layers before you export.

What do people use the batch export for?

Mostly to share proposed territories with reps and managers for review before an alignment is final. It’s a fast way to get everyone their own map without screenshotting territories by hand.

Does it export data or just pictures?

Both. You get the map image and the territory’s data in Excel, so reviewers see the shape and the numbers together. For other ways to get data out, see exporting maps and data.


Want to try it on your own territories? Download AlignMix free or book a quick demo.

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