Sums the total number of available records and distributes them based on the percentage allocated to each node.
Add weight by number of accounts criteria
In the Balancing Criteria field, click Add Criteria.
Select Weight by number of accounts.
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 number of accounts example
Weight by tier A accounts for senior reps
Scenario: You want to distribute tier A accounts across five territories, but you want to give more accounts to senior reps.
Configuration:
Number of territories to build:
5Set Weight Criteria:
Static values:50,20,20,5,5Set filter criteria:
[fio_Tier] Equals ‘A’
Result: Autogenerates five nodes where 50% of the accounts are assigned to the first node, 20% to the second and third nodes, and 5% to the fourth and fifth nodes. The majority of accounts will be given to the rep you assign to the first territory.