If there are two or more criteria being set to filter data, it is important to identify which criteria must be considered first. This can be done in the Prioritized Balancing Criteria section when creating a Smart Plan.
Access your Fuflcast instance and switch plans if applicable.
Click Manage Accounts on the Territories tile.
Navigate to the relevant segment in the navigation panel.
Click the More Options icon (three vertical dots) and select Add Hierarchy.
Click Smart Plans.
Prioritized Balancing Criteria
Figure 1. Criteria
The Prioritized Balancing Criteria section provides you with the following criteria:
Criteria | Description |
Balance by Number of Accounts | Select this option when territories need to be evenly distributed. |
Balance by Field Value | Balancing by field values is typically utilized in scenarios where you want to ensure equitable distribution. |
Balance by Metrics | Balance by metrics is utilized when territories need to be evenly distributed based on specified metric values. |
Weighted Number of Accounts | Each criterion is assigned a weight, and the weighted number of accounts is the sum of these weighted values for each account. |
Weighted Field Value | Involves assigning different weights or importance to different values within that field based on certain criteria. |
Weighted Metric | Involves assigning weights to each component based on its significance, and then calculating the overall metric by combining these weighted values. |
Cluster by Field Value | Organizing records based on a specific piece of information in a specific area. |
Minimize Disruption | You can ensure that when assigning new records to sales representatives, you minimize any disturbances to existing records for those individuals. |
Maximum | When you choose the maximum balancing criteria in Smart Plan, you are setting a maximum limit for a certain criterion that can be assigned to each territory. With these criteria enabled, each territory cannot have more accounts assigned to it than the maximum limit specified. |
Minimum | When you choose the Minimum balancing criteria in Smart Plan, you're ensuring that each territory has at least a specified minimum number of accounts. While territories can have more accounts than the minimum, they cannot have fewer. |