Evenly distribute territories based on a specific value to ensure all records from the parent node are distributed equally among territories based on the chosen field value.
Add balance by field value criteria
In the Balancing Criteria field, click Add Criteria.
Select Balance by field value.
From the Select Aggregation dropdown, select one of the following:
COUNT: Based on the the number of records of the selected field (location properties, industry properties, status).
SUM: Based on the calculated total of all numeric values from the selected field (Annual Revenue, ARR, Bookings Potential, Employees).
From the Selected Field dropdown, select a field based on the selected aggregation you want the territory balanced by.
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.
Balance by field value examples
Balance by field value (SUM)
Scenario: A node with a total of 1,020 records with approximately three million employees you want to divide into three territories with an equal sum value of the number of employees.
Configuration:
Number of territories to build:
3Select Aggregation:
SUMSelect Field:
Employees
Result: Autogenerates three child nodes and equally distributes approximately 999,768 employees to each node.
Balance by field value (COUNT)
Scenario: A node contains a total of 1,020 records where 1,017 are Prospect type records and three are Customer type records that you want to equally distribute into three territories.
Configuration:
Number of territories to build:
3Select Aggregation:
COUNTSelect Field:
Type
Result: Autogenerates three child nodes where each node contains one Customer type record and 339 Prospect type records.