Preparing a sales extract we can map in a week

A short checklist for anonymised UK sales files so your Geographic Sales Heatmap Report starts on time.

Preparing a sales extract we can map in a week

Most delays on a Geographic Sales Heatmap Report happen before the first colour is laid down. A clean extract keeps the 10–15 working day timeline realistic.

Minimum columns

  • Date of sale or invoice
  • Net value (state the currency and VAT treatment)
  • Postcode or stable outlet identifier we can join to a postcode
  • Optional: channel or product family if you want split maps later

Leave personal names out

We do not need customer names or phone numbers. Anonymised rows reduce risk and speed our data check.

Agree the period and region first

Send twelve or twenty-four months for the same boundary you want on the wall. Mixing half a Scotland extract into a South West map creates false edges. If you are unsure of the boundary, say so on the scoping call — we will propose one before you export.

Transfer after scoping

Use the secure method we confirm by email. Do not paste sales tables into the first contact form.

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