Smart Plan: balance by metrics

Evenly distribute territories based on specified metric value.

Before you begin

Create the metrics you will balance by.

Add balance by metrics criteria

Create a Smart Plan.
In the Balancing Criteria field, click Add Criteria.
Select Balance by metrics.
From the Select Metric dropdown, select a metric.
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 metrics examples

Balance by employees metric

Scenario: A node contains a total of 1,020 records with a total of three million employees that you want to equally distribute into three territories based on the metric value of the number of employees.

Configuration:

Number of territories to build: 3
Select Metric: Employees
Set filter criteria: None

Result: Autogenerates three child nodes (Node_1, Node_2, Node_3) where each territory contains approximately one million employees.