ChartChalk

Sales territory mapping with automatic revenue rollups

Reconcile the HR org chart with your CRM data in one canvas. Upload a CSV of sellers, patches, and accounts — ChartChalk computes revenue per patch, rollups per manager, and lets you model restructures by dragging reporting lines.

See a live territory map Start with my spreadsheet 🔒 Nothing is uploaded

Built for RevOps & sales planning

  • Patch-level view — group the org by PatchID to see territories as first-class nodes with member counts and rolled-up revenue.
  • Automatic rollups — accounts per seller, revenue per patch, recursive manager revenue, distinct sub-patches, SPOC per territory.
  • Greenfield / Spender tagging — colour-code territories by strategy and filter by industry; metrics recompute live.
  • Scenario planning — duplicate a workspace, restructure it, and diff the two side by side (headcount and revenue deltas per node).
  • Take the result with you — PNG, PDF, SVG, a read-only share link, or the edited data back as CSV.

The territory schema

One row per (seller, account): EmployeeName, ManagerName, PatchID, ManagerPatchID, AccountName, Revenue, Industry — headers are auto-mapped, so exports from any CRM work. Only building a simple org chart from CSV? Two columns are enough.

Private by design

Account lists and revenue are among the most sensitive data a sales org has. ChartChalk parses and computes everything in your browser — there is no server to trust, because nothing is ever sent to one.

Start from a template

Each one opens as a live chart with sample data already in it. Swap in your own people and keep the layout.

See all templates

FAQ

What is sales territory (patch) mapping?

It visualises which sellers own which territories (patches) and rolls up accounts and revenue per patch and per manager, so you can see and restructure coverage on one canvas.

Does ChartChalk calculate revenue rollups?

Yes — automatically: accounts per seller, revenue per patch, recursive manager revenue and distinct sub-patch counts, all recomputed live as you edit or filter by industry.

Is my CRM and account data private?

Yes. Every CSV is parsed and computed entirely in your browser. Account lists and revenue never leave your machine — there is no server to send them to.

What CSV columns does territory mapping need?

One row per seller and account, with EmployeeName, ManagerName, PatchID, ManagerPatchID, AccountName, Revenue and Industry. Non-standard headers are auto-mapped, so CRM exports work directly.

Can I compare restructure scenarios?

Yes. Duplicate a workspace as a scenario, restructure it, then compare the two side by side with per-node headcount and revenue deltas.

Start mapping territories