Getting Started

Overview

Everything you need to start using DotlyMaps in minutes.

Welcome to DotlyMaps

Welcome to DotlyMaps, the AI-powered Location Intelligence and Business Intelligence platform that transforms your business data into interactive maps, executive dashboards, and actionable insights.

Unlike traditional mapping software, DotlyMaps combines CRM, ERP, business data, artificial intelligence, and spatial analytics into a single platform, allowing organizations to understandwheretheir business is happening andwhy.

Whether you’re managing sales territories, field operations, customers, assets, deliveries, marketing campaigns, or executive reporting, DotlyMaps helps you make smarter decisions with location-aware intelligence.

What You Can Do with DotlyMaps

With DotlyMaps you can:

• Connect your CRM, ERP, and business applications

• Visualize customers, leads, deals, assets, and operations on interactive maps

• Generate AI-powered Executive Dashboards

• Create custom dashboards and reports

• Optimize sales territories

• Plan routes and field operations

• Analyze market opportunities

• Monitor business performance geographically

• Build AI-powered analytics without writing code

• Collaborate across teams

Step 1 - Create Your Workspace

After signing in, create your organization workspace.

During setup you can configure:

1. Organization Name

2. Industry

3. Country

4. Time Zone

5. Currency

6. Business Units

7. Teams

Step 2 - Connect Your Data

Navigate to:

Settings → Integrations

Connect your business applications.

Popular integrations include:

CRM

• Zoho CRM

• Salesforce

• HubSpot

• Microsoft Dynamics 365

• Pipedrive

ERP & Finance

• Zoho Books

• Odoo

• QuickBooks

• Xero

• SAP

Databases

• Airtable

• Google Sheets

Cloud Storage

• Google Drive

• OneDrive

• SharePoint

Step 3 - Validate Connections

Once connected, DotlyMaps automatically verifies each connection and checks:

Successfully validated connections become available throughout the platform.

1. Authentication

2. Available objects

3. Permissions

4. Geographic fields

5. Data quality

Step 4 - Sync Your Data

Choose:

DotlyMaps imports your data while maintaining synchronization with connected systems.

1. Manual Sync

2. Scheduled Sync

3. Real-time Sync

Step 5 - Open Map Explorer

Map Explorer is the heart of DotlyMaps.

It automatically displays your connected data on an interactive map.

You can visualize:

1. Customers

2. Leads

3. Accounts

4. Opportunities

5. Assets

6. Employees

7. Service locations

8. Territories

9. Routes

10. Custom records

Step 6 - Generate Executive View

Navigate to:

Executive View

Select:

Generate Executive View

The AI Dashboard Builder will analyze your connected data and automatically create executive dashboards based on available business information.

Examples include:

Each dashboard is generated specifically for your business.

• Executive Overview

• Revenue Performance

• Sales Pipeline

• Territory Performance

• Customer Distribution

• Market Coverage

• Growth Opportunities

• Geographic Performance

• Lead Acquisition

• Engagement Analysis

Map Explorer

Your primary workspace.

Use Map Explorer to:

• Navigate locations

• Search records

• Visualize data

• Filter information

• Compare regions

• Analyze performance geographically

Executive View

Executive View provides AI-generated business intelligence.

Features include:

The map remains the central visualization while charts and KPIs provide supporting analytics.

• Executive dashboards

• KPI monitoring

• Geographic analytics

• AI recommendations

• Interactive reports

• Drill-down analysis

AI Dashboard Builder

The AI Dashboard Builder creates dashboards automatically based on your connected business data.

Simply describe what you want to analyze, such as:

Show revenue by region and identify underperforming territories.

The AI will:

• Analyze your data

• Detect available datasets

• Recommend KPIs

• Build visualizations

• Configure map layers

• Generate dashboard layouts

AI Insights

AI Insights continuously monitor your business and identify:

• Trends

• Opportunities

• Risks

• Performance changes

• Geographic anomalies

• Business recommendations

Goals & KPIs

Track business objectives using customizable KPIs.

Examples include:

• Revenue

• Conversion Rate

• Active Customers

• New Leads

• Territory Coverage

• Sales Growth

• Response Time

• Customer Retention

Your First Workflow

A typical onboarding process looks like this:

Most organizations can complete initial setup in less than 30 minutes.

1. Create your workspace.

2. Connect your CRM.

3. Validate the connection.

4. Synchronize your data.

5. Open Map Explorer.

6. Review your business on the map.

7. Generate Executive View.

8. Review AI-generated dashboards.

9. Customize dashboards.

10. Share dashboards with your team.

Need Help?

If you need assistance, explore the documentation, contact your administrator, or reach out to the DotlyMaps support team.

Welcome to DotlyMaps. We’re excited to help you transform your business data into location intelligence.