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Sales territory planning software

Sales territories, balanced in minutes.

BoogieBoard is the territory planning platform for RevOps and sales leaders. Balance books on any metric, carve territories on a map, track changes, and push the plan to Salesforce.

Explore features
4.9 on G2 Native Salesforce & ETM integration SSO, MFA & SCIM
RevOps teams at fast-growing companies plan with BoogieBoard
Challenger Beeline Brandwatch Spekit DailyPay Watershed BlackLine Fundraise Up
Platform

Everything you need to plan, balance and run territories

One platform for the annual redesign and every change after it — connected to Salesforce from day one.

Territory design

Balance books on ARR, account count, renewals or any field with Auto-Balance.

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Territory maps

Carve territories by country, state, ZIP or postal code.

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Rules & locks

Route accounts by rule and keep live deals exactly where they are.

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Salesforce integration

Scheduled sync in, preflighted pushes out to ETM, Owner and Account Teams.

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Scenarios & sharing

Draft every what-if, share it with sales leaders for review, and merge the winner.

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Coverage & roles

Owners, overlays, open seats and date-effective handoffs.

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Quota planning

Distribute quota by the same goals you balanced on.

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AI territory design

One click finds the best balanced plan for every goal and rule.

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Inside BoogieBoard

One workspace for every territory decision

See how every territory stacks up against your goals on the BoogieBoard, or switch to the map to see the same plan by geography. Both stay in sync with Salesforce.

The BoogieBoard view: three territory owners scored on ICP accounts, prospect grades and quarterly ARR, with a 100% optimization score.
The Territory Designer: a US map colored by three territories, with the territory legend, solution controls and Auto-Balance.
How it works

From Salesforce to a balanced, committed plan

Your RevOps team runs it end to end — no consultants, no 40-tab workbook.

Connect your data

Sync Salesforce on a schedule or on demand, or start from a CSV or Google Sheet. Plan on any account field you have.

Model your territories

Lay out regions, segments and territories as a tree. Readable rules route every account to the right place.

Balance to your goals

Set what fair means, run Auto-Balance, and watch every book turn green on the BoogieBoard.

Commit and push

Review with your leaders, commit the plan, preflight the changes and push to Salesforce.

Territory model

Model your territories, then let the accounts flow

Lay out regions, segments and territories as a tree. Describe who belongs where with the Logic Builder — pick a field, choose the values, group rules with AND, OR and NOT — and every account routes to its place, with live counts at every level.
  • Add a node anywhere in the tree in a click
  • Rules on any account field, with a live match count
  • Exceptions and gained or lost accounts at every level
Territory model
Territory design · Auto-Balance

Set your goals. Click balance. Watch every book turn green.

Drag the goals that define fair onto the BoogieBoard — ARR, account count, renewals by quarter, tier mix — and each becomes a column scoring every territory green or red. Then click Auto-Balance: it moves accounts until every book lands inside your threshold, and shows exactly what moved.
  • Nine guided goal templates: balancing, limiting and scoring
  • Receive-only and release-only rules per territory
  • A full report and one-click undo for every run
Territory design
Territory maps · GeoAware

Carve territories on a real map, down to the ZIP code

Build territories from countries, states and provinces, US ZIP codes, and Canadian and German postal codes. Balance geography and books at the same time, keep every territory contiguous, and hover any area for its owner and numbers.
  • 22 one-click regions and Smart Subdivide for dense areas
  • US Census overlays: population, income, housing and more
  • Share a read-only map by link, no login needed
Territory maps
Locking rules

Rebalance without touching live deals

Write the rule once (open opportunities stay with their owner, strategic logos stay put), and every rebalance honors it. Test a rule before you save it, and click any lock to see exactly why it's there.
  • Rules inherit down your territory tree
  • Manual locks expire on their own, 90 days by default
  • Family-aware locks hold a whole customer together
Territory management
Territory management

Rep departures and new hires, handled in minutes

When a rep leaves, BoogieBoard spreads their accounts across the rest of the team so every book stays balanced. Hiring? Set up the new territory before they start — a teammate covers it in the meantime, and ownership switches over on their start date.
  • Smart Assign places new lists without a full rebalance
  • Undo any change, or restore accounts to any date
  • Show Me Why explains any assignment in seconds
In-year changes
AI territory design

Territory design, solved by AI

Describe what fair, well-covered territories look like. One click, and BoogieBoard's AI searches through a vast number of possible plans to find the one that best meets every goal and go-to-market rule.
  • Account-based and geographic territories
  • Tells you when it has found the best possible balance
  • Works with Claude, Claude Code and Codex over MCP
AI territory design
Share & collaborate

Leadership sign-off, without the spreadsheet ping-pong

Share each sales leader a simple view of their own branch. Their changes hold as locks, RevOps rebalances around them in one click, and you repeat until everyone signs off.

Sales leader

Leaders adjust their own branch

A simple, scoped view: they move accounts between their reps and lock them in place.

RevOps

RevOps rebalances around them

One click on Auto-Balance evens out every book — and every leader's lock stays exactly where they put it.

The cycle: leaders adjust their branch and their edits hold as locks; RevOps rebalances around them; leaders review the rebalanced plan again, until everyone signs off.

Share a scoped view

Invite each leader as a Collaborator on their branch, or send a read-only link.

Leaders adjust

They move accounts between their own reps; a move in the account list locks the account where they put it.

Rebalance in one click

RevOps runs Auto-Balance. Locked accounts never move, so leader decisions survive every round.

Sign off and go live

Comments and @mentions become tasks. When they're done, commit the plan and push to Salesforce.

Scenarios & sharing
Salesforce integration

Salesforce in. Territories out. On your terms.

Accounts, users, opportunities and any other object sync in on your schedule: hourly, daily or on demand. Committed territories push to Enterprise Territory Management, Account Owner, Account Teams or custom objects after a preflight that lists every write.
  • Import the ETM model you already have
  • Bulk-update Salesforce fields from any account list, with a review first
  • Reconcile drift when owners change in Salesforce
Salesforce integration
Built for the details

Every tool a territory team needs

Territory modelBuild your GTM model with an easy Logic Builder. Optimization scoreSee every book against every goal, green or red. Smart AssignPlace a list of accounts without a full rebalance. Undo & restoreRoll any accounts back to any date. Show Me WhyTrace exactly which rule routed an account. Account familiesKeep parents and subsidiaries with one owner. Temporary coverageCover open seats until the new hire starts. Overlay booksDistinct, balanced books for BDRs and SEs. Scenario mergeMerge a draft back with a change report. Readiness dashboardTrack every segment from rules to pushed. Push preflightEvery Salesforce write, reviewed first. ReconcileLine the plan up with real CRM ownership. Smart SubdivideSplit dense areas into finer ZIP codes. BlueprintThe plan as one searchable document. Comments, tasks & SlackFeedback where the decision lives. SSO, MFA & SCIMSign in and provision the way IT expects.
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Customer results

Planning season, shortened

~48 hrs

for Challenger to carve its new territories

60%

faster territory planning at Beeline

3 weeks

from kickoff to finished territories at Watershed

12 teams

across three continents planned in one place at Fullstory

With BoogieBoard, we were done with territories in three weeks. The shining light was the equity, the confidence that all reps had an equal shot at hitting their quotas.
Implementing BoogieBoard was as easy as it could be. Ultimately, we ended up with some strong territories and very happy sellers.
BoogieBoard just works. It saved weeks of time that would have been spent in spreadsheets and created perfectly equitable territories.
We were worried that the demo was too good to be true. The idea that you could click a button and receive a territory design seemed unrealistic.
4.9 out of 5 · 10 reviews What RevOps teams say on G2
★★★★★
We upgraded from spreadsheet based territory building with BoogieBoard. The biggest game changer here has been the territory balancing functionality, which allows us to create equitable territories based on multiple criteria rather than relying on a single rule or trying to workshop them together in a spreadsheet.
★★★★★
With Boogieboard, we now have a straightforward connection directly to our Salesforce ETM. We saved a huge amount of time and were able to do things we simply didn't have the capacity for last time, like scenario planning and last-minute changes.
★★★★★
The product's ease of use is invaluable. It allows our Operations team to move more quickly, while ensuring Sales Leadership has a clear understanding of their territories.
Read the customer stories
Integrations

Fits the stack you already run

Salesforce is native and two-way. Everything else plugs in the way your team already works: files, sheets, APIs, chat and your identity provider.
  • Salesforce: scheduled sync in; ETM, Account Owner, Account Teams and custom objects out
  • CSV, Google Sheets & any HTTP API: plan on data that lives outside the CRM
  • Slack: mentions, tasks and sync alerts where leaders already are
  • SAML SSO, Okta, MFA & SCIM: pass the security review on the first try
See all integrations
FAQ

Questions RevOps teams ask us

What does sales territory planning software actually do?

It replaces the spreadsheet: you bring in your accounts and reps, decide what a fair book looks like, and the software assigns accounts to territories to hit those goals. BoogieBoard also keeps the plan accurate after go-live: routing new accounts, handling rep changes and syncing with Salesforce.

Does BoogieBoard work with Salesforce Enterprise Territory Management?

Yes. You can import your existing ETM model, plan in BoogieBoard, and push committed territories back to ETM — or to Account Owner, Account Teams or BoogieBoard's custom objects if you don't use ETM. Every push starts with a preflight that lists the changes before anything is written.

How often does BoogieBoard sync with Salesforce?

As often as you need: on demand, hourly, every 2, 4, 8 or 12 hours, or daily at a set time. Syncs pull only records that changed, and pushes back to Salesforce happen when you choose: manually or on a schedule you can pause.

How does BoogieBoard handle mid-year changes like a rep leaving?

Empty the departing rep's territory in a balancing run and their accounts are spread across the team to your goals. Locking rules keep accounts with open opportunities where they are, temporary coverage keeps open seats covered, and every change can be undone or restored to an earlier date.

Can I design territories by geography?

Yes. Territories can be built from countries, states and provinces worldwide, US 5-, 3- and 2-digit ZIP codes, Canadian postal codes and German postal codes — balanced on your account data, kept contiguous, and overlaid with US Census metrics.

How is BoogieBoard priced?

Plans are based on the number of territories you commit. Draft scenarios are free, so you can explore as many what-ifs as you like. See pricing for details.

See your own territories balanced — on the first call.

Bring a CSV or connect Salesforce. We'll build a balanced plan from your real accounts while you watch.

See pricing