Evenly distribute territories based on the number of available records that match the criteria.
Add balance by number of accounts criteria
In the Balancing Criteria field, click Add Criteria.
Select Balance by number of accounts.
Optional. Click Create Criteria and use the filter builder to add conditions that filters the criteria included in the territory balancing.
Complete the remaining sections for Smart Plan.
Click Save & Exit.
Balance by number of accounts examples
Number of accounts with 50 or more employees
Scenario: A node contains a total of 1,020 records where you want to only divide records that have 50 or more employees into three territories.
Configuration:
Number of territories to build:
3Set filter criteria:
[fio_numberOfEmployees] Is greater than or equal to ‘50’How do you want to treat unassigned accounts?:
Leave them in unassigned node
Result: The system identifies 642 accounts with 50 or more employees. It autogenerates three child nodes (Node_1, Node_2, Node_3) where those accounts are equally divided to each territory. The remaining records are placed in the unassigned node.