The Balance Goals Interface

Left Column: Territory Model Tree

This shows your entire territory hierarchy in a collapsible tree format. Each node (territory) can have balance goals assigned to it. You'll see:

• Territory names in a hierarchical structure
• Badges showing:
  • Number of goals directly assigned to that territory
  • Number of effective goals (including inherited from parents)
• Visual indicators when you expand/collapse branches

Right Column: Goal Builder

This is your workspace for creating and managing balance goals. It contains:

• "New Goal" button to create new balance goals
• Unassigned goals that haven't been placed in the tree yet
• Goal cards showing the goal name, type, and action buttons

The interface works like a kanban board: you create goals in the Goal Builder, then drag them into the tree to assign them to specific territories.

• Icon:* ⚖️ Scale
• Color:* Green background
• Purpose:* Distributes accounts evenly across territories based on a metric

Understanding Visual Indicators