Quick Start

Overview

Get up and running with DotlyMaps in just a few steps.

The Quick Start guide walks you through the essential steps to set up DotlyMaps and begin exploring your business with interactive maps, AI-powered analytics, and executive dashboards.

Whether you’re evaluating DotlyMaps for the first time or deploying it across your organization, you can complete the initial setup in just a few minutes.

By the end of this guide, you’ll have:

• A configured organization workspace

• Connected business applications

• Synchronized business data

• An interactive Map Explorer

• AI-generated Executive View dashboards

• Your first AI-powered business insights

Step 1 - Sign In

Sign in to your DotlyMaps account using your organization credentials.

After signing in, you’ll be taken to your organization workspace, where you can begin configuring your environment.

If you’re a new user, follow the onboarding wizard to create your organization and complete the initial setup.

Step 2 - Configure Your Organization

OpenSettings → Organizationand review your workspace configuration.

Recommended settings include:

These settings are used throughout the platform for reporting, dashboards, and user management.

1. Organization name

2. Time zone

3. Currency

4. Country

5. Business units

6. Departments

7. Teams

8. Branding (optional)

Step 3 - Connect Your Business Systems

Navigate toSettings → Integrations.

Choose the applications you want to connect, such as:

CRM

• Zoho CRM

• Salesforce

• HubSpot

• Microsoft Dynamics 365

• Pipedrive

ERP & Finance

• Zoho Books

• Odoo

• QuickBooks

• Xero

• SAP

Databases

• Airtable

• Google Sheets

Other Data Sources

Each integration uses secure authentication to establish a connection with your data source.

• REST APIs

• Webhooks

• CSV files

• Cloud storage

• Custom integrations

Step 4 - Validate Your Connections

Once a connection is created, DotlyMaps automatically validates it.

The validation process checks:

If any issues are detected, you’ll receive recommendations to resolve them before importing data.

1. Authentication

2. Connection status

3. Available objects

4. Data permissions

5. Geographic fields

6. Synchronization readiness

Step 5 - Synchronize Your Data

Choose how your data should be synchronized.

Available options include:

DotlyMaps imports your records while preserving relationships and geographic information.

As synchronization completes, your data becomes available throughout the platform.

1. Manual synchronization

2. Scheduled synchronization

3. Real-time synchronization (where supported)

Step 6 - Explore Your Data in Map Explorer

OpenMap Explorerto visualize your business on an interactive map.

Depending on your connected systems, you may see:

Use filters, layers, and search tools to explore your data geographically.

The map serves as the primary workspace throughout DotlyMaps.

1. Customers

2. Leads

3. Accounts

4. Opportunities

5. Contacts

6. Assets

7. Branches

8. Service locations

9. Territories

10. Custom business objects

Step 7 - Generate Executive View

Navigate toExecutive View.

If this is your first time opening Executive View, selectGenerate Executive View.

DotlyMaps AI will analyze your connected data and automatically create executive dashboards tailored to your organization.

Generated dashboards may include:

Each dashboard remains connected to the live map, allowing you to explore business performance geographically.

1. Executive Overview

2. Revenue Performance

3. Sales Pipeline

4. Territory Performance

5. Customer Distribution

6. Geographic Performance

7. Acquisition Analysis

8. Engagement Analysis

9. Growth Opportunities

Step 8 - Build Custom Dashboards with AI

For deeper analysis, open theAI Dashboard Builder.

Describe what you want to analyze using natural language.

Examples:

The AI will recommend KPIs, select appropriate visualizations, configure map layers, and generate a customized dashboard.

1. Show revenue by region.

2. Compare sales performance by territory.

3. Analyze customer growth over the last 12 months.

4. Identify underperforming service areas.

5. Display lead conversion by city.

Step 9 - Review AI Insights

OpenAI Insightsto view automatically generated recommendations based on your business data.

Examples include:

Selecting an insight automatically highlights the related data on the map.

1. High-growth regions

2. Underperforming territories

3. Revenue trends

4. Customer concentration

5. Activity anomalies

6. Operational risks

7. Growth opportunities

Step 10 - Invite Your Team

Once your workspace is ready, invite other users to collaborate.

You can assign roles such as:

Role-based permissions ensure each user has access to the tools and data they need.

1. Owner

2. Administrator

3. Manager

4. Sales Representative

5. Field User

6. Viewer

You’re Ready to Go

Congratulations! Your DotlyMaps workspace is now ready.

You can now:

As your business grows, simply connect additional systems and expand your analytics without changing your existing workflows.

• Explore your business using Map Explorer

• Monitor organizational performance in Executive View

• Build dashboards with AI

• Track Goals & KPIs

• Discover AI Insights

• Manage territories and routes

• Share dashboards with your team

Next Steps

Continue learning with these guides:

These guides provide detailed instructions for configuring and getting the most value from every part of the DotlyMaps platform.

• Organization Setup

• User Management

• Integrations

• Data Synchronization

• Map Explorer

• Executive View

• AI Dashboard Builder

• AI Insights

• Goals & KPIs

• Dashboards

• Territories

• Routes

• Automation

• Reports

• API & Developer Guide