Sums the all records based on the selected metric and then divides the total of that metric based on weighted values for each node.
Add weight by metrics criteria
In the Balancing Criteria field, click Add Criteria.
Select Weight by metrics.
From the Select Metric dropdown, select a metric.
In the Set weight criteria field, click Set Weight Criteria.
Select one of the following to create weighted logic for distribution:
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 metrics example
Divide accounts based on ARR
Scenario: A node you want to divide accounts into five territories based on ARR.
Configuration:
Number of territories to build:
5Selected Metric:
ARRSet Weight Criteria:
Static values:50,20,20,5,5Set filter criteria: None
Result: Autogenerates five territories and sums the ARR metric 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.