Organize Your SCOUT Workspace

As you create more maps, bookmarks, pushpins, territories, and other data in SCOUT, establishing a consistent approach to organization can make information easier to find and reuse.

Using clear naming conventions, organizing related data, and periodically reviewing saved content can help reduce clutter and make it easier for your team to collaborate. The following best practices can help you create a SCOUT workspace that remains organized as the amount of data in your account grows.

SCOUT's bookmarking functionality allows you to save specific map views so you can quickly return to an analysis without recreating the map each time.

Consider bookmarking views you use frequently, such as maps for existing locations, potential sites, specific markets, or recurring analyses. This can save time when you regularly work with the same geography, layers, or map configuration.

Use a consistent naming convention so bookmarks remain easy to identify as your list grows. Depending on your organization's workflow, names might include the project, region, creator, date, or type of analysis.

For example, instead of a general name such as Dallas Map, consider a more descriptive name such as Dallas_Sales_Q3_2026.

Your team does not need to use a specific naming format, but applying the same convention consistently makes saved content easier to find and understand.

When creating a bookmark, use the available permissions to determine who can access it. Bookmarks can be shared across your organization when multiple users need access to the same map configuration.

Consider the purpose and information included in the bookmark before changing its permissions so the appropriate users have access.

Pushpins and Territories allow you to save and visualize custom information on the SCOUT map. Establishing a consistent structure for this data can make your maps easier to understand and help other users interpret the information your team has created.

Pushpins can represent specific points of interest, such as top-performing locations, prospective sites, available real estate, competitors, or other locations relevant to your analysis.

When creating pushpins, use consistent names, types, colors, or icons to distinguish between different categories of locations. For example, you might use different icons for existing stores, prospective sites, and competitors so users can quickly distinguish between them on the map.

Territories allow you to define and analyze custom geographic areas. They can be used to represent areas such as sales regions, market coverage, expansion areas, or other custom boundaries relevant to your organization.

Use descriptive names and a consistent organizational structure so users can quickly understand what each territory represents.

Pushpins and territories can be viewed alongside other available data layers in SCOUT. Combining your organization's data with demographic or other market information can provide additional context for your analysis.

You can also use map annotations and custom icons to call attention to important locations or areas, particularly when preparing a map for a presentation or sharing your analysis with other stakeholders.

By default, the Pushpins and Territories layers display content associated with your user account. Use the Collaborate option when you need to access content created by other users within your organization.

Turn Collaborate on to view applicable pushpins and territories created by other users in your organization. Leave it off when you only want to work with content associated with your account.

When multiple team members regularly create data in SCOUT, combining Collaborate with consistent naming and organization can make shared content easier to identify and use.

In addition to naming individual items consistently, use Types and Groups to create a broader organizational structure for your data.

Types function as layers within SCOUT and can be used to categorize data based on its purpose. For example, your organization might create types for Retail Locations, Competitor Sites, or Sales Territories.

Groups provide another level of organization by allowing you to organize multiple types together. Depending on your workflow, groups could represent a particular region, project, client, or another meaningful category.

Establishing a consistent approach to Types and Groups can make it easier to navigate larger amounts of data without relying solely on individual item names.

Organization works best when your team's structure is maintained over time. Periodically review your bookmarks, pushpins, territories, Types, and Groups to identify information that is outdated or no longer relevant.

Remove unnecessary content when appropriate and update existing information when project names, locations, or other details change. Regular maintenance can prevent outdated data from accumulating and make current information easier to locate.

Your organization may also want to establish shared naming and organizational standards so users follow a similar structure when adding new content to SCOUT.

When developing an organizational structure for your SCOUT workspace, focus on consistency rather than creating an overly complicated system. Use descriptive names, create Types and Groups that reflect how your organization works, and share content when collaboration is necessary.

A consistent structure makes it easier for users to understand what data is available, identify who or what it relates to, and find the information they need as your SCOUT workspace grows.