SmartPlan - Balance by Field Value

Balance by Field value is chosen when there is a need to have equal territories based on a particular field value. All the parent node's records gets distributed equally among the territories created according to the field value that is set.  

1. In the Prioritized Balancing criteria section select Balance by Field Value in the Add Criteria. 
2. A new Balance by Field value section shows up where the territories are balanced by the aggregation of a particular field value. The user has to choose SUM or COUNT in the aggregation field and select a field accordingly. 
   1. For SUM, Hierarchy level, Number of Employees and Annual revenue are the field value that can be selected.
   2. For Count, all the other fields, except the above mentioned three, can be selected. 
3. Next, select the Create criteria which opens up a new window called Filter Builder to select your criteria. This is optional for Balancer
4. We can either give a single condition or a group of conditions with 'AND' or 'OR' operator.
5. Once the criteria is set, select Ok.
6.  There are two options available for the accounts that do not match the criteria chosen
   
   1. Put them in the Unassigned node. (This is default selection) 
   2. Distribute equally among all the territories and selecting this option will distribute the records equally without considering the criteria that is given.
7. Select the options for Named Accounts, whether you want to include them in the SmartPlan balancing, or exclude them.
8. Select the required option from Treatment of Account Families. 
9. Decide whether to include or exclude the child accounts in the SmartPlan balancing and select the appropriate option. 
10. Select Save.

Balance by field value (SUM) - Illustration

In the below illustration, Spain node has a total of 1020 records. The aim is to balance this node into 3 territories with the same sum value of number of employees. The number of employees in Spain is 3 Million approximately. After the application of Balance by field value (SUM) in SmartPlan, three child nodes Spain_1, Spain_2, and Spain_3 are created with approximately 1 million (999768 approx) employees in each node respectively.  

Balance by field value (COUNT) - Illustration

In the below illustration, Spain node has a total of 1020 records. The aim is to balance this node into 3 territories with the same count of customer types. The number of records under Prospect Type in Spain is 1 017 and only 3 records under Customer type. After the application of Balance by filed value COUNT on the field TYPE in SmartPlan, three child nodes Spain_1, Spain_2, and Spain_3 are created with 1 Customer type and 339 Prospect type in each node respectively.