Resource
BoogieBoard Territory Planning Project Hub | Template
Published July 23, 2024 by Kevin Davis · Updated March 31, 2026
🎯 Project Objectives
🎯 Project Objectives
Target Territory Go-Live Date:
Business Objective #1
Business Objective #2
✅ Tasks
| Task | Sub-item | Notes | Status | Completed | URL | Assigned | Parent item |
|---|---|---|---|---|---|---|---|
| Enter Balance Goals | No | ccf495d9-82e9-4ac7-ab48-8c885f87bc8c | |||||
| Confirm Hierarchy Rules | No | ccf495d9-82e9-4ac7-ab48-8c885f87bc8c | |||||
| Prepare for Territory Design | cd85e1e4-1bf4-4b73-afe4-70807f2d23b1, 7656b111-42ed-4a73-ab1a-d93079e93f19, ebcd322e-60af-483c-957a-c65344c5248f, 53b1c7da-09de-4e3c-b3d2-2b026ee3f115, b0419227-1b45-4868-96c1-1a286e9d0cfa | No | |||||
| Agree on Holdover Policy | No | b6805a63-453a-41d4-9f7c-6ea9f013a055 | |||||
| Identify Capacity Planning Dependencies | No | b6805a63-453a-41d4-9f7c-6ea9f013a055 | |||||
| Identify Quota Planning Capacity | No | b6805a63-453a-41d4-9f7c-6ea9f013a055 | |||||
| Build Current State Summary View | b40b8841-3cd9-478e-8f9d-86f23c1b4cd4, 9e0eb724-c38d-4dce-8bc1-f99bd06585e5, 4d30e64c-088d-4bf4-aaf1-1c9ee7e494d6, 3389e524-0054-45f6-8912-7f1b5de92dba | No | |||||
| 🏄♂️ Design Scenario #1 | d3a44ce0-5ba0-4eda-89fa-af3605891d23, 3d7e117e-ae66-4f51-b788-5fbe744ad6ba, 342a40d7-8506-45a2-99cf-42996100c291, a8167176-3776-4523-85b2-293802eb4e48 | No | |||||
| 🏁 Implement Territories in CRM | No | ||||||
| No | |||||||
| Design Territory Logic | No | ccf495d9-82e9-4ac7-ab48-8c885f87bc8c | |||||
| Set Account Locking Criteria | No | ccf495d9-82e9-4ac7-ab48-8c885f87bc8c | |||||
| Review Current State Summary Report | No | 13f39507-9722-4e0b-ac44-5846f1d93e5d | |||||
| Produce Current State Summary Report | No | 13f39507-9722-4e0b-ac44-5846f1d93e5d | |||||
| Ingest Territory Roster | No | 13f39507-9722-4e0b-ac44-5846f1d93e5d | |||||
| Ingest Account Data | No | 13f39507-9722-4e0b-ac44-5846f1d93e5d | |||||
| Agree on Project Objectives | No | b6805a63-453a-41d4-9f7c-6ea9f013a055 | |||||
| Identify Roles & Responsibilites | No | b6805a63-453a-41d4-9f7c-6ea9f013a055 |
🏄♂️ Scenarios
Scenarios represent the different territory design iterations. Each Scenario is a ‘what-if’ model for territory design. Create a new scenario to try a different idea.
| Scenario | Status | Responsible | Total Accounts | Description |
|---|---|---|---|---|
| Current State | Completed | 100000 | ||
| Scenario 1 | In progress | 100000 | ||
| Scenario |
📝 Log - Meetings & Weekly Update
| Name | Date | Notes | Meeting Recording |
|---|---|---|---|
| Account Data Review Meeting | 2024-06-19 | ||
👬 Territory Planning Team
| Name | Phone | Tags | Project Roles | |
|---|---|---|---|---|
| Jane Smith | Project Lead, Territory Designer | |||
| Samantha James | Executive Sponsor, Territory Approver | |||
| Tony Johnson | FYI, Territory Reviewer |
📈 Account Data
To design balanced territories, BoogieBoard needs to understand the accounts that will be used to design them. Here are a few reminders: 1. For Geographical territories (ie. the Territory is a geographical area like states or zips), include the relevant geographical information. 2. For Books of Business (ie. the Account is assigned directly to a Territory or Account Owner), include a unique identifier for each account. 3. Depending on your account hierarchy structure, include the relevant Parent/Child information.
Example Account Data:
✍️ Account Data - Field Explainer
Staekholders may need help understanding the intention of your Account Data Fields. Let’s use this space to clarify any that are unclear. (See some examples below for common fields.)
- Field #1 ….
- Field #2…
- …
Example Data Field Definitions
- Unassigned Account. An account that is not assigned to a sales rep and does not have a value in the Territory Number field.
- Region. Returns the ultimate parent account’s overall region based on billing country. Via automation, child accounts assume the Region from the ultimate parent account.
- Sub-Region. Returns the account’s sub-region based on billing country. By design, Sub-Region can differ from ultimate parent.
- Segment. Returns the account’s segment based on Annual Revenue. Via automation, child accounts assume the Segment from the ultimate parent account.
- Sub Segment. More granular segment based on Annual Revenue thresholds. Via automation, child accounts assume the sub segment from the ultimate parent account.
- Revenue Segment. Returns the combination of Region and Segment. Via automation, **child accounts assume the revenue segment from the ultimate parent account. **
👽 Current State - Territory Roster
To create a summary of today’s territories and design the future ones, you need to understand the territory structure and the relevant account owners. The Territory Geo Pins are a way of answering the question, ‘What is the geographical center of this territory?’ Often it is the same as the Account Owner Geo Pin.
| Region | Region Definition | Segment | Segment Definiton | Territory Name | Current Territory Definition | Territory City Pin | Territory State Pin | Account Owner | Account Owner City Pin | Account Owner State Pin | Account Owner Role | Manager |
| NAMER | Country = USA OR Canada OR Mexico | Growth | Employee Count is between 100 and 1,000 | Growth 1 | State = Texas, Oklahoma, Louisiana | Austin | Texas | Serena Williams | Austin | Texas | Growth Sales Rep | Becky Hammon |
| NAMER | Growth | Growth 2 | Kobe Bryant | Growth Sales Rep | Becky Hammon | |||||||
| NAMER | Growth | Growth 3 | Andy Roddick | Growth Sales Rep | Becky Hammon | |||||||
| NAMER | Growth | Growth 4 | Sue Bird | Growth Sales Rep | Becky Hammon | |||||||
| NAMER | Growth | Growth 5 | Naimo Osaka | Growth Sales Rep | Becky Hammon | |||||||
| NAMER | Commercial | Commercial 1 | Mia Hamm | Commercial Sales Rep | Tom Brady | |||||||
| NAMER | Commercial | Commercial 2 | Alex Morgan | Commercial Sales Rep | Tom Brady | |||||||
| NAMER | Commercial | Commercial 3 | Simone Biles | Commercial Sales Rep | Tom Brady | |||||||
| NAMER | Commercial | Commercial 4 | Misty May | Commercial Sales Rep | Tom Brady | |||||||
| NAMER | Commercial | Commercial 5 | Lindsey Vonn | Commercial Sales Rep | Tom Brady | |||||||
| NAMER | Commercial | Commercial 6 | Tiger Woods | Commercial Sales Rep | Tom Brady | |||||||
| NAMER | Enterprise | Enterprise 1 | Kevin Garnett | Enterprise Sales Rep | Drew Brees | |||||||
| NAMER | Enterprise | Enterprise 2 | Roger Federer | Enterprise Sales Rep | Drew Brees | |||||||
| NAMER | Enterprise | Enterprise 3 | Larry Bird | Enterprise Sales Rep | Drew Brees | |||||||
| NAMER | Enterprise | Enterprise 4 | Ben Wallace | Enterprise Sales Rep | Drew Brees |