---
title: "Smart Plan: weight by field value"
slug: "smart-plan-weight-by-field-value"
description: "Distribute records by weighted values within the selected field."
updated: 2025-12-18T17:00:46Z
published: 2025-12-18T17:00:46Z
canonical: "support.fullcast.com/smart-plan-weight-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: 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

1. [Create a Smart Plan](/v1/docs/create-a-smart-plan).
2. In the **Balancing Criteria** field, click **Add Criteria**.
3. Select **Weight by field**.
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. In the **Set weight criteria** field, click **Set Weight Criteria**.
7. Select one of the following to create weighted logic for distribution:

StaticMetrics

Distributes based on a set percentage for each account.

1. Click the **Static**tab.
2. Type a number for each record to specify the percent distributed to that record.

> [!NOTE]
> Note
> 
> The total must equal 100% between all the records.

Group a specific metric to distribute by.

1. Click the **Metrics**tab.
2. From the **Metrics**dropdown, select a metric you want to group. This filters the records that will be weighted.
3. 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. |

1. Click **Save & Distribute**.
2. 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.
3. Complete the remaining sections for Smart Plan.
4. 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.