Click the BoogieBoard button in the Node navigation menu. This will open up the BoogieBoard view.
The BoogieBoard view is what give the app its name! A BoogieBoard is a grid view of territories used to evaluate account distribution and optimization score.
Down the y-axis you will find the segment’s territory owners that we defined in our Role Assignments. These are the reps in the Strategic Segment.
Across the x-axis are our Balance Goals laid out for us in buckets! We see our “Balance By Customer Type” goal and our “Balance By Account Potential” goal.
Currently all the buckets say “0” because we haven’t distributed accounts yet. Time to do so.
Navigate to the “Auto-Balance Territories” button and give it a click!