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Sales territory planning software

Sales territories, balanced in minutes.

Territory planning for RevOps and sales leaders. Balance books on any metric, draw territories on a map, track every change, and push the plan to Salesforce.

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4.9 on G2 Native Salesforce & ETM integration Claude & ChatGPT connections
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 maintain 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

Auto-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

Sync from Salesforce, then push approved changes to ETM, Account Owners and Account Teams.

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Scenarios & sharing

Draft what-if scenarios, share them with sales leaders for review, and publish the winner.

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Coverage & roles

Map every role to territories. Pod AEs, BDRs, CSMs and SEs together, or give each its own book.

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Account families

Manage complex parent and child relationships. Build them into your territory model.

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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 every territory scored against your goals, 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

Connect accounts and any standard or custom Salesforce object, or bring data from wherever it lives. Already on Salesforce ETM? Import it instantly.

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.

Approve and push

Review with your leaders, commit the plan, preview every change and push to Salesforce.

Territory model

Model your territories, then let the accounts flow

Lay out regions, segments and territories as a tree. Set simple rules in the Logic Builder, and every account flows to the right team.
  • Add a node anywhere in the tree in one click
  • Build rules from your data, with a live count that checks your logic as you go
  • Built-in reports and alerts flag exceptions and every account gained or lost
Territory model
Territory design · Auto-Balance

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

Pick the goals that define fair: ARR, account count, renewals, tier mix. Each one scores every territory green or red. Click Auto-Balance, and it moves the fewest accounts needed to bring every book in range, then shows exactly what moved.
  • Nine goal templates to balance, cap or score any metric
  • Choose which territories can gain accounts and which can give them up
  • A full report and one-click undo for every run
Territory design
Territory maps · GeoAware

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

BoogieBoard carves territories for you from countries, states, ZIP codes and international postal codes. Balance geography and books at the same time, keep every territory contiguous, and hover any area to see its owner and numbers.
  • Use 22 pre-made regions, and split dense metros in one click
  • Size territories with census data: population, income, housing
  • Share the map by link, no login needed
Territory maps
Locking rules

Rebalance without touching live deals

Set a rule once, like keeping open deals with their owner, and every rebalance follows it. Test it before you save, and click any lock to see why it's there.
  • Set a rule at the top, and every territory below follows it
  • Manual locks expire after 90 days, so nothing gets stuck
  • Keep parent and child accounts with the right owner
Territory management
Territory management

Rep departures and new hires, handled in minutes

When a rep leaves, BoogieBoard spreads their accounts across the team and keeps every book balanced. Hiring? Set up the new territory early. A teammate covers it until the start date, then ownership switches over.
  • Rebalance a subset of accounts without touching the rest
  • Undo any change, or roll back to any date
  • Show Me Why explains any assignment in seconds
In-year changes
AI territory design

Let AI design your territories

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 or geographic territories
  • Know when you've hit the best possible balance
  • Run it from Claude Code or Codex
AI territory design
Share & collaborate

Leadership sign-off, without the spreadsheet ping-pong

Give each sales leader a simple view of their own team. Their changes stay put, RevOps rebalances around them in one click, and you repeat until everyone signs off.

Sales leader

Leaders adjust their own team

They move accounts between their reps, and each move locks in place.

RevOps

RevOps rebalances around them

One click on Auto-Balance evens out every book, and every leader's move stays put.

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 with stakeholders

Each leader sees and edits only their own team, or gets a read-only link.

Get their feedback

Leaders move accounts between their reps or leave comments. Every move locks in place.

Rebalance in one click

Auto-Balance evens out every book. Leaders' moves stay put.

Approve and go live

When every leader signs off, push the plan live in Salesforce.

Scenarios & sharing
Salesforce integration

Design in BoogieBoard. Go live in Salesforce.

Accounts, users, opportunities and any other object sync in hourly, daily or on demand. Approved territories push to ETM, Account Owners, Account Teams or custom objects after you preview every change.
  • Import the ETM model you already have
  • Bulk-update Salesforce fields from any account list
  • Catch 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 scoreScore every book against every goal, green or red. Smart AssignRebalance only the accounts you choose, and leave the rest alone. Undo & restoreAudit and roll back territories to any date. Show Me WhySee why any account landed where it did. Account familiesKeep parent and child accounts with the right owner. Temporary coverageCover open seats until the new hire starts. Overlay booksDistinct, balanced books for BDRs and SEs. Scenario mergeMerge the winning design and see exactly what changed. Readiness dashboardTrack every segment from first design to live in Salesforce. Push preflightPreview every Salesforce change before it's made. ReconcileLine the plan up with real CRM ownership. Smart SubdivideAuto-split 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.
See all features
Customer results

Territories in weeks, not months

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

Two-way sync with Salesforce. Build and query your plan from ChatGPT or Claude. Everything else plugs into how your team already works: files, sheets, APIs, Slack and SSO.
  • Salesforce: scheduled sync in; ETM, Account Owner, Account Teams and custom objects out
  • ChatGPT & Claude: build and query your plan from your AI assistant
  • CSV, Google Sheets & any HTTP API: plan on data that lives outside the CRM
  • Slack: mentions, tasks and sync alerts where leaders already are
See all integrations
FAQ

Questions RevOps teams ask us

What does sales territory planning software actually do?

It replaces the spreadsheet. Connect your accounts and reps, set what a fair book looks like, and the software assigns accounts 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. Import your existing ETM model, plan in BoogieBoard, and push approved territories back to ETM. Not on ETM? Push to Account Owner, Account Teams or custom objects instead. You preview every change 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?

Remove the rep, and BoogieBoard spreads their accounts across the team to your goals. Open deals stay with their owner, a teammate covers the open seat, and you can undo any change or roll back to any date.

Can I design territories by geography?

Yes. BoogieBoard auto-carves territories from countries, states, ZIP codes and international postal codes, balanced on your account data, kept contiguous and overlaid with census data.

How is BoogieBoard priced?

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

How long does it take to get started?

As fast as you can connect your data. Challenger had new territories in 48 hours. Watershed went from kickoff to finished in 3 weeks.

See a demo with your own data on the first call.

Send a CSV or connect Salesforce before the call. We'll build a balanced plan from your real accounts.

See pricing