---
title: "Use Smart Map to define territory segments"
slug: "use-smart-map-to-define-territory-segments"
description: "Use Smart Map to automatically generate a specified number of territories, balanced based on your criteria."
updated: 2025-10-31T04:41:52Z
published: 2025-10-31T04:41:52Z
---

> ## 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.

# Use Smart Map to define territory segments

> [!NOTE]
> Early access feature
> 
> This feature is currently available for early access. Features and behavior may change.

Use **Smart Map** to automatically generate a specified number of territories, balanced based on your criteria.

1. [Define territory segments.](/v1/docs/define-territory-segments)
2. In the **Manage segments** window, select **Smart Map**.

![Smart Map selected as the segment type.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(455).png)
3. Complete each section:

****Basic Config****

  1. In the **Number of territories to build**field, type the number of territories you want to create.
  2. Optional. In the **Max number of accounts** per territory field, type a maximum number of accounts each territory can be assigned.

****Prioritized Balancing Criteria****

  1. Customize **Build Contiguous Segments** criteria (defines criteria for territories that share borders):
    1. From the **country**dropdown, select a country you want to filter by.
    2. From the **map zoom level**dropdown, select the level based on the country.
    3. 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.
  2. Optional. Click **Add Criteria** and select and customize **Balance by metrics:**
    1. From the **Select Metric**dropdown, select a metric on which to balance these territories (for example, number of accounts, total revenue).

> [!NOTE]
> Note
> 
> You can add as many balance by metrics criteria to define how the territories are balanced.
  3. Optional. If you have more than one criteria, click and drag the criteria in the order you want them prioritized.

****Treatment of Named Accounts and Named Exceptions****

  1. From the **Consider named accounts in SmartPlan maximum no of accounts** section, select one of the following:

| Option | Description |
| --- | --- |
| **Yes, factor Named Accounts in the overall territory balance** | Includes Named Accounts in the territory balancing. |
| **No, do not factor Named Accounts in the overall territory balance** | Excluded Named Accounts from the territory balancing. |

****Treatment of Account Families****

  1. From the **Consider child accounts in SmartPlan maximum no of accounts**section, select one of the following:

| Option | Description |
| --- | --- |
| **Yes, factor child accounts in the overall territory balance** | Includes child accounts in the territory balancing. |
| **No, do not factor child accounts in the overall territory balance** | Excluded child accounts from the territory balancing. |
4. Click **Confirm**.
5. [Manually add or remove geographic areas](/v1/docs/assign-geographic-areas-to-territories) to customize the territories, if needed.