---
title: "Smart Plan: balance by metric"
slug: "smart-plan-balance-by-metrics"
description: "Evenly distribute territories based on specified metric value."
updated: 2026-03-26T20:11:10Z
published: 2025-12-18T16:55:15Z
canonical: "support.fullcast.com/smart-plan-balance-by-metrics"
---

> ## 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 metric

Evenly distribute territories based on specified metric value.

## Before you begin

- [Create the metrics](/v1/docs/create-and-review-custom-metrics) you will balance by.

## Add balance by metrics 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 metrics**.
4. From the **Select Metric** dropdown, select a metric.
5. 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.
6. Complete the remaining sections for Smart Plan.
7. Click **Save & Exit**.

## Balance by metrics examples

****Balance by employees metric****

**Scenario:** A node contains a total of 1,020 records with a total of three million employees that you want to equally distribute into three territories based on the metric value of the number of employees.

**Configuration:**

- **Number of territories to build:** `3`
- **Select Metric:** `Employees`
- **Set filter criteria:** None

**Result:** Autogenerates three child nodes (Node_1, Node_2, Node_3) where each territory contains approximately one million employees.