SmartPlan - Balance by number of accounts

Balance by number of accounts is selected when the territories needs to be distributed equally with records on the basis of any criteria chosen by the user.  

1. In the Prioritized Balancing criteria section select Balance by Metrics in the Add Criteria. 
2. A new Balance by number of accounts section shows up where a criteria needs to be set according to which the territories need to be balanced. 
3. Select the Create criteria which opens up a new window called Filter Builder to select your criteria. 
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. 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.