Navigate back to our node navigation bar and click the Balance Goals tab. This will open up into a full screen view of our scenario’s Balance Goals.

Balancing Territories in BoogieBoard

A Balance Goal in BoogieBoard defines how you want your territories to be distributed based on a specific metric that matters to your business. This could be things like number of accounts, total pipeline, revenue potential, or any custom field from your CRM.

When you set a Balance Goal, BoogieBoard uses it to help evaluate whether territories are evenly distributed. It becomes the lens through which equity is measured and plays a central role in both automating the territory design engine and providing visual feedback.

Balance Goals are assigned to Nodes and cascade down through the tree. If a Balance Goal is placed on the North America node, its rule will be applied to any node below it.

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Types of Balance Goals

Balance Goals fall into one of three types:

  1. Balancing - Used for creating as equal of a distribution of the goal’s metric as possible across territories under which it falls.
  2. Limiting - Used for constraining the results of BoogieBoard’s distribution algorithm.
  3. Scoring - Used for adding weight and priority of certain values within the goal’s metrics.

The most common type is Balancing and we will use a few of these in the guide next.

Much more on Balance Goals →