The BoogieBoard View is a summary dashboard that shows how your Territory Model has distributed accounts from your Data Source. Think of it as your territory balance scorecard.
While your Territory Model defines the rules for dividing accounts, the BoogieBoard View shows you the results—how those accounts actually landed across territories and how they measure against your Balance Goals.
The BoogieBoard View uses a pivot table format:
Y-axis: Coverage assignments (sales reps and territory owners) from your Territory Model. X-axis: Balance Goals you've configured.
This layout lets you quickly see how each rep's territory performs against every Balance Goal you've set.
The BoogieBoard View is split into two sections:
Shows how your accounts are allocated today based on current ownership in your CRM. If you have a live Salesforce connection, this gives you real-time visibility into your territory balance right now.
This section answers: "How do my territories look today against my Balance Goals?"
Shows the results of your proposed territory design. This is your "what if" scenario based on changes you're planning to make.
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Important: If you haven't generated a design through BoogieBoard or created assignments manually, the Future State will be empty.
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The BoogieBoard View serves as the anchor for your entire design process. It gives everyone in your company a clear, consistent understanding of how you balance territories and design territories.
This standardized view eliminates the need for different teams to create their own pivot tables and spreadsheets. Instead of scattered analysis across multiple formats, everyone works from the same authoritative view of territory balance.