---
title: "Smart Plan: balance by field value"
slug: "smart-plan-balance-by-field-value"
description: "Evenly distribute territories based on a specific value to ensure all records from the parent node are distributed equally among territories based on the chosen field value."
updated: 2025-12-18T16:54:15Z
published: 2025-12-18T16:54:15Z
canonical: "support.fullcast.com/smart-plan-balance-by-field-value"
---

> ## 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.

# Smart Plan: balance by field value

Evenly distribute territories based on a specific value to ensure all records from the parent node are distributed equally among territories based on the chosen field value.

## Add balance by field value criteria

1. [Create a Smart Plan](/v1/docs/create-a-smart-plan#create-a-smart-plan).
2. In the **Balancing Criteria** field, click **Add Criteria**.
3. Select **Balance by field value**.
4. From the **Select Aggregation** dropdown, select one of the following:
  1. **COUNT:** Based on the the number of records of the selected field (location properties, industry properties, status).
  2. **SUM:** Based on the calculated total of all numeric values from the selected field (Annual Revenue, ARR, Bookings Potential, Employees).
5. From the **Selected Field** dropdown, select a field based on the selected aggregation you want the territory balanced by.
6. Optional. Click **Create Criteria** and use the [filter builder](/v1/docs/using-filter-builder-to-create-criteria) to add conditions that filters the criteria included in the territory balancing.
7. Complete the remaining sections for Smart Plan.
8. Click **Save & Exit**.

## Balance by field value examples

****Balance by field value (SUM)****

**Scenario:** A node with a total of 1,020 records with approximately three million employees you want to divide into three territories with an equal sum value of the number of employees.

**Configuration:**

- **Number of territories to build:** `3`
- **Select Aggregation:** `SUM`
- **Select Field:** `Employees`

**Result:** Autogenerates three child nodes and equally distributes approximately 999,768 employees to each node.

****Balance by field value (COUNT)****

**Scenario:** A node contains a total of 1,020 records where 1,017 are **Prospect** type records and three are **Customer** type records that you want to equally distribute into three territories.

**Configuration:**

- **Number of territories to build:** `3`
- **Select Aggregation:** `COUNT`
- **Select Field:** `Type`

**Result:** Autogenerates three child nodes where each node contains one **Customer** type record and 339 **Prospect** type records.