How to Use Minimum Balancing Criteria in SmartPlan

By selecting the Minimum balancing criteria in Smart Plan, we are limiting the accounts to a minimum number in the territory. Each territory should have at least the mentioned minimum number of accounts; it can have more than that, but not less than the minimum number provided.

Access your Fullcast instance and switch plans if necessary.
Click Manage Accounts on the Territories tile.
In the left navigation panel, drill down to the appropriate territory.
Click the More Options icon (three horizontal dots) and select Add Hierarchy from the dropdown menu.
Click Smart Plan.

Complete the necessary information in the Basic Config section based on the information described in the table below.

Option	Description
Number of territories to build	A required, user-defined field that identifies the number of territories to build for this Smart Plan.
Maximum no of accounts per territory	An optional field for users to define the maximum number of accounts allowed in this territory.

Click Add Criteria in the Prioritized Balancing Criteria section.
Select the Minimum option from the dropdown menu.
In the Minimum section, add a minimum number of accounts.
Optionally, filter the accounts by clicking the create criteria option and adding your additional criteria. You can use a single condition or a group of conditions with an ‘AND’ or ‘OR’ operator. Click OK when you are done.
Identify how you want named accounts and named exceptions to be treated.
Select the appropriate option from the Treatment of Account Families section.
Identify whether to include or exclude child accounts in Smart Plan balancing.
Complete configuring your Assignments based on the information in the Assignments section.
Click Save Changes.

Minimum Criteria Scenario

Imagine a scenario where a node, Spain, contains a total of 1020 records. The goal is to divide this node into 3 territories, each containing a minimum of 4 records that meet the criteria: Number of employees is greater than or equal to 50. Using the Minimum Balancing SmartPlan, three child nodes are created: Spain_1, Spain_2, and Spain_3.

Out of the 1020 records, 378 do not meet the criteria (Number of employees > 50), and therefore, they are moved to the Unassigned node. The remaining 642 records are distributed equally among the three newly created territories.

Assignments

When configuring a Smart Plan, you can now create and add assignments. To do this:

Scroll down to the Assignments section and click on the blank field to assign people to the newly created territories.

Note: This is optional.

Select the user role from the dropdown menu.

Notes:

When building a smart plan and adding assignments, selecting a role different from the previously chosen one will prevent saving. This is because the assignment aligns accounts based on a specific field listed on the account record, matching it with the person receiving the assignment. If assignments are omitted, these particular criteria are disregarded during territory construction, resulting in all accounts being left unassigned due to the absence of criteria for matching account records with person records.
The Productivity Profile is automatically populated after role selection.

Define the start and end date of the assignment.
Click Save.