What define categories does
- Group records by any field's distinct values
- See each category's count, sum or average
- Shows each segment's share of the total
- Bar, pie, doughnut and category-list formats
- Smart auto-pick of a category field when you don't set one
- Breakdowns update as you pan and zoom
Define Categories in GeoMaps
Define categories is how you slice your map by the segments that matter to your business. Choose a field — status, type, owner, region — and a widget breaks your records down by that field's values, showing each category's count or total and its share of the whole.
It's the fastest way to answer "how does this split out?" Pick the field and GeoMaps groups the records for you; if you don't choose one, it suggests a sensible field automatically. The result is a clear breakdown you can read at a glance and watch update as you move the map.
It's part of GeoMaps' widgets tools, so it works hand in hand with the rest of your map.
Where define categories helps
Status breakdown
Group accounts by status to see open, won and lost at a glance, and watch the split change as you focus on different regions.
Mix by type
Break a portfolio down by customer type or product line to understand the composition of any area.
Ownership view
Categorize by rep or owner to see how records are distributed across the team on the map.
Define Categories FAQ
- How do I create categories?
- Pick a field and GeoMaps groups your records by that field's distinct values — there's nothing to define manually beyond choosing the field.
- What if I don't pick a field?
- GeoMaps will suggest a sensible category field automatically based on your data, which you can change at any time.
- Can I see each category's share?
- Yes. Category widgets show each segment's count or total along with its percentage of the whole.
- How are categories displayed?
- You can show them as a bar, pie or doughnut chart or as a category list, depending on which reads best for your data.