Smart Plan: weight by field value

Sums the all records based on the selected field and then divides the total of that field based on weighted values for each node.

Add weight by field value criteria

Create a Smart Plan.
In the Balancing Criteria field, click Add Criteria.
Select Weight by field.
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).
From the Selected Field dropdown, select a field based on the selected aggregation you want the territory balanced by.
In the Set weight criteria field, click Set Weight Criteria.
Select one of the following to create weighted logic for distribution:

Static

Metrics

Distributes based on a set percentage for each account.

Click the Static tab.
Type a number for each record to specify the percent distributed to that record.
Note
The total must equal 100% between all the records.

Group a specific metric to distribute by.

Click the Metrics tab.
From the Metrics dropdown, select a metric you want to group. This filters the records that will be weighted.

Based on the module for the selected metric, complete the associated fields:

Module	Fields
Products	Product: Select a product based on the metric. Year: Select a time period for the records. Group By: Select a field to group the metric by.
Segments	Group By: Select a field to group the metric by.
Teams	Team: Select a team based on the metric. Year: Select a year. Group By: Select a field to group the metric by.

Click Save & Distribute.
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.

Weight by field value example

Distribute accounts based on bookings potential

Scenario: A node you want to divide into five territories with an equal sum value of the bookings potential.

Configuration:

Number of territories to build: 5
Select Aggregation: SUM
Selected Field: Bookings potential
Set Weight Criteria: Static values: 50, 20, 20, 5, 5
Set filter criteria: None

Result: Autogenerates five territories and sums the bookings potential of all records then divides 50% of the bookings potential into the first node, 20% into the second and third node, and 5% into the fourth and fifth nodes.