Understanding the BoogieBoard Interface

BoogieBoard’s interface is divided into three key sections:

KPI Widgets (summary row), Dual Pivot Tables (Current vs. Future), and Table Controls (balancing tools).

1. KPI Widgets (Summary Row)

A set of interactive metric cards appear at the top of the view, summarizing key statistics for the active node or scenario.

Metric	Description	Icon	Meaning
Optimization Score	A percentage (0–100%) that measures how balanced the territories are according to your configured balance goals.	🏂	100% means perfectly balanced; lower scores indicate imbalance.
Total Accounts	The total number of accounts within the current node or segment.	👥	Defines the size of the account pool being analyzed.
Assigned Accounts	Number of accounts that have an assigned territory owner.	✅	Compare this to Total to identify unassigned accounts.
Locked Accounts	Count of accounts marked as locked and excluded from balancing.	🔒	Locked records prevent reassignment during optimization.
Reps / Capacity	Displays both the number of territory owners and total capacity utilization.	⚖️	Values above 100% indicate over-capacity; under 100% indicates available bandwidth.

This is the core of the BoogieBoard interface. The tables provide a direct, visual comparison of your current and proposed territory alignment.

Table	Description	Purpose
Current State	Displays how accounts and metrics are distributed across territories before balancing.	Establishes your baseline — the “as-is” state.
Future State	Updates dynamically as you apply balance goals or run the Auto-Balance process.	Displays your proposed distribution — the “to-be” state.

Each pivot table contains:

Rows (Y-Axis): Territory owners or territories
Columns (X-Axis): Balance goal groupings (e.g., Industry, Revenue Band, Segment)
Cells: Aggregated counts or metrics such as account totals, revenue sums, or custom KPIs

Color indicators make interpretation straightforward: