Welcome to BoogieBoard!

You have been invited to collaborate on a BoogieBoard Territory Planning Scenario. As a Collaborator you have an important role to play in shaping and managing the territories to which you have been invited.

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Glossary of BoogieBoard Terms

• Territory: A defined region or grouping of accounts owned by one or more reps.
• Account: A single customer or organization managed within your sales hierarchy.
• Account Family: A group of related accounts that roll up to a shared parent or ultimate entity.
• Node: A structural unit in BoogieBoard’s hierarchy representing a team, region, segment, or territory.
• Role: Defines ownership and participation within a territory or account team.
• Account Assignment: The connection between an account (or group) and the role responsible for it.
• Scenario: A workspace representing a full set of territories, assignments, and structure for planning.
• Collaborator: A team member invited to a specific node with permissions to view and contribute.
• Activity Feed: A live log of all changes, comments, and actions taken across your scenario.
• Balance Goal: A metric used to compare territories, such as account count, revenue, or industry mix.
• Balanced: When a territory’s metrics fall within the fair range defined by the scenario’s balance goals. </aside>

Let’s get started!

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