Account-Based Territories are the foundation of how BoogieBoard distributes ownership across your customer base. Instead of drawing lines on a map, these territories are defined by rules that group accounts based on fields like industry, revenue, lifecycle stage, or any other property in your CRM.

This approach allows for highly targeted, strategic ownership models—especially for modern go-to-market teams focused on key accounts, verticals, or specialized sales motions.

What Are Account-Based Territories?

Account-Based Territories are collections of accounts grouped by shared attributes, not geography. These territories are built using rules and filters within the Territory Model, often powered by fields such as:

• Industry
• Revenue band
• Product interest
• Account tier or ICP fit
• Lifecycle stage
• Region or HQ location (as a secondary input)

In BoogieBoard, territories are flexible containers that hold accounts based on logic you define. They’re built using the Territory Model, powered by your CRM data and enriched with dynamic rules. A territory (or Node) can include:

• ✅ Specific named accounts (Company A, Company B)
• ✅ Account attributes (e.g., ARR > $500K, Industry = Healthcare)
• ✅ Strategic signals (e.g., not renewed in 90 days)
• ✅ Role-based assignments (Owner, Support, Manager)
• ✅ Hybrid rules (accounts in Florida + product = X)

BoogieBoard routes accounts into these territories using the Segmentation Logic Builder, and assigns ownership via Coverage Assignments and Balance Goals.

When to Use Account-Based Territories