---
title: "Smart Plan: weight by metric"
slug: "smart-plan-weight-by-metrics"
description: "Records are weighted based on its significance, and then combined to calculate the overall metric by these weighted values to distribute across territories."
updated: 2026-03-26T20:12:27Z
published: 2025-12-18T17:03:48Z
---

> ## 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 metric

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

1. [Create a Smart Plan](/v1/docs/create-a-smart-plan#create-a-smart-plan).
2. In the **Balancing Criteria** field, click **Add Criteria**.
3. Select **Weight by metrics**.
4. From the **Select Metric** dropdown, select a metric.
5. In the **Set weight criteria** field, click **Set Weight Criteria**.
6. Select one of the following to create weighted logic for distribution:

StaticMetrics

Distributes based on a set percentage for each territory:

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

> [!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 territories 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 territory. - **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 accounts included in the territory balancing.
3. Complete the remaining sections for Smart Plan.
4. 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:** `5`
- **Selected Metric**: `ARR`
- **Set Weight Criteria:** `Static values:` `50`, `20`, `20`, `5`, `5`
- **Set 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.