Maps & Visualizationbeginner4 min read

Layers

Layers in DotlyMaps help users organize and display different types of CRM data on the map. Each layer represents a specific CRM module or dataset, allowing users to view, compare, and analyze multiple data sources without overwhelming…

Last updated August 13, 2026

Overview

Layers in DotlyMaps help users organize and display different types of CRM data on the map. Each layer represents a specific CRM module or dataset, allowing users to view, compare, and analyze multiple data sources without overwhelming the map.

Users can manage layer visibility to focus on relevant information such as Leads, Contacts, Accounts, Deals, or Custom Modules for better geographic analysis.

Why It Matters

Layers make location-based analysis easier by allowing teams to view different datasets separately or together. They help users:

  • Compare multiple CRM data sources on one map.

  • Identify customer and opportunity patterns.

  • Reduce map clutter by controlling visibility.

  • Improve territory planning and field operations.

  • Make better decisions using geographic insights.

When to Use

Layers are useful when teams need to analyze different CRM records geographically, such as:

  • Comparing leads with existing customers.

  • Finding opportunities near current accounts.

  • Planning sales territories.

  • Reviewing regional sales coverage.

  • Analyzing market demand and expansion areas.

Prerequisites

  • CRM modules are synchronized with DotlyMaps.
  • Records contain valid location details.
  • Required modules are enabled for mapping.
  • Users have access permissions for mapped records.

Step-by-Step Guide

  1. Open DotlyMaps and access the map view.

  2. Navigate to select the CRM modules or datasets you want to display.

  3. Enable the required modules based on your analysis or need.

  4. Review the displayed records and use map tools for further analysis.

  5. Apply filters or additional map features for focused insights.

6. Example

A sales manager enables Accounts and Leads layers to identify potential customers near existing clients and plan efficient sales visits.

7. Best Practices

  • Apply filters for focused analysis.

  • Keep CRM location data accurate and updated.

  • Layers with territories and routes for better planning.

8. Troubleshooting

  • Records missing: Verify that CRM records contain valid address information.

  • Incorrect locations: Update inaccurate or incomplete CRM location data.

  • Slow map performance: Apply filters for exact data to be displayed.

9. FAQ

Can multiple layers be displayed together?Yes, users can display multiple CRM layers simultaneously to compare different datasets.

Which CRM modules can be used as layers?Leads, Contacts, Accounts, Deals, and Custom Modules can be displayed as layers when configured.

Can users control layer visibility?Yes, users can enable or disable layers based on their analysis requirements.

Do layers update automatically?Layers reflect the latest synchronized CRM data available in DotlyMaps.