---
title: "Smart Plan: weight by number of accounts"
slug: "smart-plan-weight-by-number-of-accounts"
description: "Distribute records by weighted and the number of accounts is the sum of these weighted values for each account."
updated: 2025-12-18T17:05:12Z
published: 2025-12-18T17:05:12Z
canonical: "support.fullcast.com/smart-plan-weight-by-number-of-accounts"
---

> ## 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 number of accounts

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

1. [Create a Smart Plan](/v1/docs/create-a-smart-plan).
2. In the **Balancing Criteria** field, click **Add Criteria**.
3. Select **Weight by number of accounts**.
4. In the **Set weight criteria** field, click **Set Weight Criteria**.
5. 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 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:** `5`
- **Set Weight Criteria:** `Static values:` `50`, `20`, `20`, `5`, `5`
- **Set 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.