---
title: "Smart Plan: balance by number of accounts"
slug: "smart-plan-balance-by-number-of-accounts"
description: "Evenly distribute territories based on the number of available records that match the criteria."
updated: 2025-12-18T16:56:17Z
published: 2025-12-18T16:56:17Z
canonical: "support.fullcast.com/smart-plan-balance-by-number-of-accounts"
---

> ## 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 number of accounts

Evenly distribute territories based on the number of available records that match the criteria.

## Add balance by number of accounts criteria

1. [Create a Smart Plan](/v1/docs/create-a-smart-plan).
2. In the **Balancing Criteria** field, click **Add Criteria**.
3. Select **Balance by number of accounts**.
4. 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.
5. Complete the remaining sections for Smart Plan.
6. 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:** `3`
- **Set 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.