Using SmartPlans

In the Design module, you can create territories based on a number of factors. SmartPlan is another way to create territories in a more automated manner. Select the number of territories you'd like to build and balance them by the criteria of your choosing, all in a matter of minutes!

Creating Territories Using the SmartPlan

  1. Select a parent node in the hierarchy. (Note: you can't create a rules-based hierarchy at the All
    Companies level. It must be at a parent node with no children assigned yet.)
  2. Click on the Hierarchy Operations Menu[...].
  3. Select Add Hierarchy.
  4. Under Type, select SmartPlan.
  1. Next, type in the number of territories you'd like to build according to the balancing criteria you'd configure.
  2. By selecting Add Criteria in the box below, add in custom criteria based on the following rules:
  • Total Count - Balance by number of accounts matching the following criteria: [field] [operator][value]
    E.g. Balance by number of accounts matching the following criteria: [Number of Employees] [Less than] [3000]
  • Min - Balance your territories by a minimum of [x] accounts matching the following criteria [field] [operator] [value].
    E.g. Minimum of [20] accounts matching the following criteria: [Account Type] [Equals To] [Customer]
  • Balancer - Balance your territories by [Aggregation - Sum/Count] of values in [field]
    E.g. Balance the territory by [SUM] of values in [Annual Revenue]
  1. Drag the criteria up or down to create a prioritized list.
The order in which the criteria are listed determines the priority. #1 will be executed first, for example.The order in which the criteria are listed determines the priority. #1 will be executed first, for example.

The order in which the criteria are listed determines the priority. #1 will be executed first, for example.

  1. For all accounts that don't match the criteria built in step 6 - Choose what you'd like to do with those accounts by selecting to:
  • Put them in the Unassigned Node
  • Distribute the remaining accounts equally among the territories
  1. Click Save.
  2. Acknowledge the statement in the pop-up window, confirming that a certain number of territories will be created. Click Confirm.