Treating Account Families as One Group for Balancing

In some cases, you may want entire account families stay together when running the Balancing Engine in order to assign to the same territory, never split across multiple reps or regions.

For example:

┌────────────────────────────────────────────┐
│         Option 1 - Split Assignment        │
│     (Acme Corp family split across reps)   │
└────────────────────────────────────────────┘
  Acme Corp (Parent)        → Rep: Alice
    ├── Acme Subsidiary A   → Rep: Bob
    ├── Acme Subsidiary B   → Rep: Charlie
    └── Acme Subsidiary C   → Rep: Alice

Result:
- Fragmented coverage
- Redundant outreach
- Inconsistent rep accountability

┌────────────────────────────────────────────┐
│         Option 2 — Group Assignment        │
│   (Entire Acme Corp family assigned as one)│
└────────────────────────────────────────────┘
  Acme Corp (Parent)        → Rep: Alice
    ├── Acme Subsidiary A   → Rep: Alice
    ├── Acme Subsidiary B   → Rep: Alice
    └── Acme Subsidiary C   → Rep: Alice

Result:
- Unified coverage
- Stronger account strategy
- Simplified CRM reporting

How To Treat an Account Family as a Group

BoogieBoard makes this possible through a special type of Balance Goal.

This goal instructs the Balancing Engine to treat all accounts within the same family as a single unit. That means wherever one account goes, the rest follow.

How to Create a Group-Based Balance Goal

To ensure account families move together during balancing:

1. Navigate to the Balancing Goals menu
2. Click New Goal
3. Name your goal (e.g., “Keep Families Together”)
4. Select Balance Goal as the type
5. In the Where condition, choose your account hierarchy field ParentId, UltimateParentId, or a custom parent field
6. Confirm that this field is of Text type
7. Under Balance By, choose All values (treat as groups)

This configuration ensures the BoogieBoard Balancing Engine treats all accounts with the same parent identifier as a single group, keeping them assigned to the same territory.