Limiting Goals (Caps and Guardrails)

Icon: 🎯 Target Color: Orange background Purpose: Sets a hard ceiling on how many accounts (or how much of a metric) a territory can receive

Limiting goals cap how much a scenario can change while still honoring strategic objectives. They share the same tolerance engine as balance goals, so their settings appear consistently in the pivot outputs.

Account limits

• What it does: Caps the number of accounts each rep can own, with optional minimum/maximum and tolerance controls.
• Key options: allow_unassigned, tolerance type/value, per-rep percentage increase overrides.
• Business example: Limit SMB reps to 180 accounts with a ±10 account tolerance so customer success has bandwidth for onboarding.

Geography limits

• What it does: Enforces distance or timezone gaps between reps and accounts.
• Key options: distance (max miles), timezone (max hour difference), geo tolerance value.
• Business example: Keep field reps within 150 miles of their territory or inside a ±1 timezone span to preserve onsite visit cadences.

Ownership change controls

• What it does: Restricts how many accounts can move away from their current owner (BoogieBoard or source system assignments).
• Key options: Choose whether to anchor on BoogieBoard or source ownership, plus change tolerance values.
• Business example: During a mid-year rebalance, cap changes so each enterprise rep retains at least 80% of their baseline book.

Property-based limits

• What it does: Applies the balancing pipeline to a specific property but treats it as a Strict limit instead of a symmetric balance.