---
title: "Create a Smart Plan"
slug: "create-a-smart-plan"
description: "Automate territory balancing based on selected criteria when you create a hierarchy from a node. "
tags: ["Balancing Criteria", "Smart Plans"]
updated: 2026-03-26T21:39:13Z
published: 2026-03-26T21:39:13Z
canonical: "support.fullcast.com/create-a-smart-plan"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Smart Plan

Use smart plan to automate territory balancing based on selected criteria when you create a hierarchy from a node.

## Create a Smart Plan

1. Go to **Territories > Manage Accounts**.
2. From the left node menu, select the territory you want to create the smart plan from.
3. Click **More Options > Add Hierarchy**.

![Create a hierarchy from a child node.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/AA519E16-621D-4120-8797-D58FE2E340EF.GIF?sv=2022-11-02&spr=https&st=2026-03-24T21%3A35%3A38Z&se=2026-03-24T21%3A50%3A38Z&sr=c&sp=r&sig=DvrKzu8OZcdY%2FKEP5ooVIUnH9rPNRKTxE4iX9sf7kUg%3D)
4. From the **Add Hierarchy** menu, select **Smart Plan**.

![Smart Plan balancing option.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(451).png?sv=2022-11-02&spr=https&st=2026-03-24T21%3A35%3A38Z&se=2026-03-24T21%3A50%3A38Z&sr=c&sp=r&sig=DvrKzu8OZcdY%2FKEP5ooVIUnH9rPNRKTxE4iX9sf7kUg%3D)
5. Complete each section:

****Basic Configuration****

  1. Complete the following:

| Field | Description |
| --- | --- |
| **Number of territories to build** | Type the number of territories you want to create and balance. > [!NOTE] > Note > > If you add [Account Mix](/plan-and-pay/docs/smart-plan-balance-by-account-mix) criteria, set the number of territories before you configure your account mix distribution. If you change the number of territories after you set the distribution mix, the account mix table resets and you will need to reconfigure your distribution percentages. |
| **Max number of accounts per territory** | Optional. Type the maximum number of accounts distributed to each territory. |

****Balancing Criteria****

Add and prioritize criteria that determines how accounts are balanced between the territories.

  1. Click **Add Criteria**.
  2. Select one of the following [criteria options](/v1/docs/smart-plan#balance-based-on-custom-criteria) and configure the criteria:
    - [Account Mix](/plan-and-pay/docs/smart-plan-balance-by-account-mix)
    - [Balance by Field Value](/v1/docs/smart-plan-balance-by-field-value)
    - [Balance by Metric](/v1/docs/smart-plan-balance-by-metrics)
    - [Balance by Number of Accounts](/v1/docs/smart-plan-balance-by-number-of-accounts)
    - [Group by Field Value](/v1/docs/smart-plan-group-by-field-value)
    - [Maximize](/v1/docs/smart-plan-maximize)
    - [Minimize](/v1/docs/smart-plan-minimize)
    - [Minimize Disruption](/v1/docs/smart-plan-minimize-disruption)
    - [Weight by Field Value](/v1/docs/smart-plan-weight-by-field-value)
    - [Weight by Metric](/v1/docs/smart-plan-weight-by-metrics)
    - [Weight by Number of Accounts](/v1/docs/smart-plan-weight-by-number-of-accounts)
  3. Add more criteria as needed.
  4. Optional. If you have more than one criteria, click and drag the criteria in the order you want them prioritized.

> [!NOTE]
> Note
> 
> Higher-listed criteria are evaluated first, and criteria placed above [Account Mix](/plan-and-pay/docs/smart-plan-balance-by-account-mix) can override the guaranteed percentage distribution. For best results, if you use Account Mix, combine it only with [Minimize Disruption](/v1/docs/smart-plan-minimize-disruption) and place Minimize Disruption above Account Mix in the priority list.

![Prioritize multiple criterion.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/4C4EFFB2-1B76-403D-B61D-31D1C94ED5A0.GIF?sv=2022-11-02&spr=https&st=2026-03-24T21%3A35%3A38Z&se=2026-03-24T21%3A50%3A38Z&sr=c&sp=r&sig=DvrKzu8OZcdY%2FKEP5ooVIUnH9rPNRKTxE4iX9sf7kUg%3D)
  5. For **How do you want to treat unassigned accounts?**, select one of the following options for records that do not match the criteria:

| Option | Description |
| --- | --- |
| **Leave them in unassigned node** | Unassigned accounts remain in the unassigned node and do not change. |
| **Distribute them among the territories** | Distributes unassigned accounts equally between the created territories. |

****Account Families****

  1. For **How do you want to treat account families in this segment?** section, select one of the following:

| Option | Description |
| --- | --- |
| **Do not reassign child accounts to the same segment** | Children accounts remain in the segment they were originally designated. |
| **Assign all child accounts to the same segment** | All children accounts will reside in the same territory as the parent. |
| **Assign child accounts that match the following criteria to the same segment as the parent** | Only child accounts that match the specific criteria will move to the same territory as the parent. |
| **Group all accounts belonging to the same corporate family into one segment** | Identifies the ultimate parent that has the largest number of matching records. All other records that meet the criteria are moved to the same territory as that ultimate parent. |
  2. For **Factor child accounts in territory balancing?** section, select one of the following:

| Option | Description |
| --- | --- |
| **Yes, factor child accounts in the overall territory balance** | Includes all children accounts when territories are balanced. |
| **No, do not factor child accounts in the overall territory balance** | Excludes children account when territories are balanced. |

****Named Accounts & Exceptions****

  1. For **Factor Named Accounts into the territory balance?**, select one of the following:

| Field | Description |
| --- | --- |
| **Yes, factor Named Accounts in the overall territory balance** | Includes named accounts when territories are balanced. |
| **No, do not factor Named Accounts in the overall territory balance** | Excludes named accounts when territories are balanced. |

****Assignments****

Complete the following to assign employees to the new territories:

> [!NOTE]
> Note
> 
> - The number of persons selected must be equal to or less than the number of created territories.
> - If you add minimize disruption criteria, you cannot select a role different from the role selected in the criteria because the assignment aligns accounts based on a specific field listed on the account record and matches it with the person assigned. If assignments are omitted, criteria is disregarded during territory creation, and all accounts are left unassigned due to the absence of criteria for matching account records with person records.
> - Productivity profiles are automatically populated when you select a role.

  1. From the **Employees** dropdown, select all of the employees you want to assign to a territory.
  2. From the **Type** dropdown, select the type of assignment:
  3. From the **Role**dropdown, select the employees role for the assignment.
    1. If the role has a ramp profile, from the **Ramp Profile** dropdown, select a ramp profile for the assignment.
  4. In the **Start Date** field, click the date picker and select the start date for the assignment.
  5. In the **End Date** field, click the date picker and select the end date for the assignment.
6. At the top, click **Save & Exit**.