Chapters
Balance Type Goals
Limiting Type Goals
Scoring & View Type Goals
Balance Goal Interface
Goal Setup and Management
Examples, Tips, and FAQ
What Are Balancing Goals?
Balance goals describe how BoogieBoard should balance accounts and territories so your future-state plans reflect the outcomes of your Go-To-Market desires. They power the BoogieBoard Balancing Engine, current-vs-future comparisons, and the pivot tables that summarize changes across your go-to-market team.
They are the rules and criteria that BoogieBoard uses to distribute accounts fairly and strategically across your sales territories. Think of them as the intelligence behind your territory assignments—they tell the system how to balance workload, respect capacity limits, and prioritize distribution based on your Go-To-Market goals.
Why balance goals matter
- Future-state planning: Balance goals give the Balancing Engine a target for each territory or representative, letting you preview how a proposed carve-up compares with today.
- Operational guardrails: Tolerances, limits, and change caps prevent reallocations that would overload a rep, violate service-level agreements, or reassign too much business at once.
- Reporting clarity: Every goal produces columns in the planning pivot tables, so stakeholders can see how the proposed plan stacks up against the KPIs that matter most.
Getting started
- Navigate to the Balancing Goals menu item in the Node navigational menu.
- Click “New Goal” and choose the goal type (Balance Goal for property distributions, Limiting Goal for caps, Scoring Goal for Prioritized routing).
- Pick the property or metric you want to balance. Any field from your scenario Data Source is available.
- Define the target and tolerances that express success, then choose which territories the goal should affect.
- Preview the impact in the goal summary, run the Balancing Engine, and review the current-vs-future comparison and pivot tables to validate the results.
Quick Guide
Balance Goals are the engine behind intelligent territory assignments. Here's what each component does:
| Component |
Purpose |
| Goal Builder |
Create and manage unassigned goals |
| Territory Tree |
Visualize where goals are applied |
| Balance Goal (Green) |
Distribute accounts evenly |
| Limit Goal (Orange) |
Enforce capacity constraints |
| Score Goal (Purple) |
Prioritize assignments |
| View Goal (Grey) |
Analyze without affecting assignments |
| Drag and Drop |
Assign goals to territories |
| Goal Order |
Set priority (top = highest priority) |
| Cascading |
Parent goals apply to all children |