Territory Design Chapter Summary

1.	Introduction
2.	Scenarios
3.	Building the Territory Model
4.	Role Assignments
5.	Balancing Goals
6.	Territory View
7.	The BoogieBoard
8.	Collaborating in BoogieBoard
9.	Committing Nodes to Production

Designing Territories with BoogieBoard

Territory Design is at the heart of how BoogieBoard helps you model, visualize, and optimize your go-to-market strategy. This section introduces how to use the Scenario workspace to build, test, and perfect your territory structure using data, logic, and your team’s real-world needs.

Whether you’re building a brand-new territory plan or refining an existing one, BoogieBoard’s design tools let you iterate quickly, compare versions, and uncover balance issues before rolling out changes to your reps.

In this section, you’ll learn how to navigate the Scenario workspace, define your territory model using nodes and roles, apply balancing goals, and run BoogieBoard’s powerful balance engine.

Key Concepts

Scenario: A complete territory plan that can be edited, compared, and activated
Node: A single point in the territory hierarchy (region, district, territory, etc.)
Assignment: Connecting a specific account to a specific sales rep
Lock: Preventing an account assignment from being changed automatically
Capacity: The maximum number of accounts (or revenue) a rep can effectively manage
Quota: The sales target assigned to a rep or territory
Balance Goal: A rule that defines how accounts should be distributed

What is a Scenario?

A Scenario is a sandboxed territory plan. It’s where you can model a team’s structure, simulate changes, and test different balancing logic, all without affecting your live CRM data.

Scenarios let you:

Compare multiple versions of a plan
See the impact of team changes