Save Frequently Used Views: Bookmark your most frequently used map views to streamline your workflow. Whether you’re assessing potential new locations or existing stores, having these views readily available can save you valuable time.

Organize Your Bookmarks: Categorize your bookmarks by project, region, creator name or initials, or any other relevant criteria. By using an organizational method for your bookmarks, you can ensure that you can quickly find the information you need without sifting through a disorganized list.

Set Permissions for Collaboration: When you create the bookmarks, you’ll notice that SCOUT allows you to share bookmarks with your entire organization, fostering collaboration. Set appropriate permissions to control access to these bookmarks, ensuring that sensitive data remains secure while promoting teamwork when applicable.

Pushpins for Marking Locations: Use pushpins to mark specific locations of interest on your maps. This can be useful for visualizing top-performing locations, potential new sites, available real estate, key competitors, or any other point-based item you'd like to store within the platform. You can create custom pushpins with different colors and icons to represent various categories or types of locations. Consider using color-coded pushpins to help in quickly identifying specific types of data on the map.

Defining Territories: Using the custom territory feature to define and analyze specific geographic areas. This can be useful in visualizing market coverage, identifying gaps, and planning expansions. You can set boundaries based on criteria such as sales regions, customer demographics, or logistical zones.

Layer Management: Combine pushpins and territories with other data layers on your map. By overlaying demographic data with your custom data, for example, you can gain deeper insights into market factors in each area. This layered approach enhances your ability to make data-driven decisions.

Custom Annotations: Add custom annotations to your maps to highlight key areas or specific data points within your pushpins and territories. This can be particularly useful when presenting data to stakeholders or during team meetings. Creating custom icons for pushpins can make your map more intuitive and user-friendly. Use easily recognizable icons for different data points, like a store icon for retail locations and a flag icon for important sites.

Viewing and Collaborating on Pushpins and Territories: When you view the pushpins or territories map layers, you’ll notice that it defaults to visualize what you have created. By switching the collaborate option to “on,” you’ll see all pushpins and territories created by your company's users. This feature allows you to see and work with data added by other team members, fostering better collaboration and data sharing.

Naming Conventions: Establish clear and consistent naming conventions for your bookmarks, pushpins, and territories. The name should include relevant details such as dates, locations, and project names. For example, “Dallas_Sales_Q3_2024” or “Expansion_Analysis_NewYork_June2024.”

Type Management: Assign clear types to your data objects. Types act as layers within SCOUT, helping to organize data based on its nature and usage. Examples include “Retail Locations,” “Competitor Sites,” or “Sales Territories.”

Grouping for Organization: Utilize groups to categorize your pushpins and territories. Groups act as folders where you can save multiple types, making it easier to manage and navigate your data. Organize groups by region, project type, or client to make navigation intuitive.

Regular Cleanup: Schedule regular cleanups to remove outdated or irrelevant bookmarks, pushpins, and territories. This practice prevents clutter and ensures that your platform remains focused on current and actionable data.

Consistent Review and Update: Regularly review and update your data to ensure it remains accurate and relevant. This keeps your platform current and helps in maintaining high-quality data for decision-making. Ensure you regularly attend training sessions to learn about new features and updates for continuous improvement.

With your platform well-organized, it becomes easier to enhance collaboration and decision-making within your team.