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AI territory design

Territory design, solved by AI.

Tell BoogieBoard what fair, well-covered territories look like. One click, and its AI works through a vast number of possible plans to find the one that best meets every balancing goal and go-to-market rule — for account-based and geographic territories alike.

See how it works
Every goal at once Account & geo territories Tells you when it's the best
Why it's hard

More possible plans than any team could ever check

Territory design is one of the hardest problems in revenue operations. That's exactly the kind of problem AI is good at.

An astronomical number of options

Split 10,000 accounts across 12 territories and there are more possible plans than atoms in the universe. A spreadsheet can test a handful.

Goals that pull against each other

Even out ARR and account counts drift. Fix the counts and renewal timing breaks. Every manual fix creates a new imbalance.

Rules you can't break

Open deals, strategic accounts, account families and geography all limit what can move — and they all have to hold at once.

How it works

Describe fair. Click once. Review the best plan.

Describe fair

Pick balance goals (ARR, account count, renewals by quarter, tier mix) and how close is close enough.

Set your GTM rules

Lock open deals and key accounts, choose which books can receive or release, keep families together, and set geography limits.

Click once

Auto-Balance's AI searches through possible plans and keeps every better one it finds.

Review and apply

See what moves and why, compare with Salesforce today, then apply — or undo in one click.

Every goal at onceTotals, counts, dates and mixes balanced together, not one metric at a time.
Your rules, built inLocks, receive and release rules, account families and capacity hold in every plan it considers.
Tells you when it's the bestWhen it proves the best possible balance for your settings, it says so; otherwise you get the best plan found in the time you allow.
Minimal disruptionKeep accounts with their current owners, so only the books that need to change do.
A report for every runBefore, retained, removed, added and after for every book. One-click undo.
Any slice of the planBalance a whole region, one segment, or just a new list of accounts with Smart Assign.
Account-based territories

Balanced books, every goal green

Point the AI at a region or segment and it divides the accounts into books that hit every goal at once — while holding open deals, keeping account families together and moving as few accounts as possible.
  • ARR, account count, renewals by quarter and tier mix in one run
  • Quota-weighted books for ramping reps
  • Distinct books for supporting roles like BDRs
Geographic territories

Balanced maps, from states to ZIP codes

On the map, the AI designs territories from countries, states, provinces or ZIP codes — keeping every territory contiguous and compact, staying inside the distance and time-zone limits you set, and balancing the books inside them.
  • Several draft solutions per region: apply the one you like
  • Smart Subdivide splits dense areas by ZIP code
Territory maps
Explainable

See exactly what changed, and how good it is

Every run comes with a report: what stayed, what moved and where, and whether it found the best possible balance for your settings. Before you run, BoogieBoard can check the whole tree for locks that contradict each other.
  • Compare the plan with Salesforce ownership today
  • Undo restores every assignment exactly
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.
Jessica WattsVP of Sales, Fundraise Up
AI assistants

Bring your own AI assistant

Connect Claude, Claude Code, Codex or any MCP-compatible assistant to BoogieBoard and work in plain English — with your permissions, and every action on the record.

MCP

Build and query the plan from chat

Ask for a scenario from a CSV, a new region or a list of accounts, and your assistant does the clicking: it creates territories and roles, sets goals, and looks up or assigns accounts.
  • 59 tools through BoogieBoard's MCP server
  • OAuth sign-in with your BoogieBoard account, or a personal API key
  • Locks hold, actions are recorded, and Salesforce still needs a committed plan and a preflight
Rules from plain English

Say what you mean. Get the rules.

“Healthcare companies in the Northeast with more than 500 employees” becomes three readable rules you can check and save. Refine a filter with an instruction, or ask for a plain-language explanation of rules someone else wrote.
Get connected

Three steps to your first AI-built scenario

Add the server

Add app.boogieboard.ai/mcp as a custom connector in Claude, or as an MCP server in Claude Code or Codex.

Sign in

Approve access in your browser with your BoogieBoard login — no keys pasted into chat.

Ask

“Build an FY27 scenario from this CSV with four Enterprise territories balanced on ARR.”

FAQ

AI territory design questions

How does AI territory design work?

You set the balance goals and the go-to-market logic in your territory model. Click Auto-Balance and BoogieBoard's AI explores a huge number of options and recommends territory designs that hit those goals while following your logic — then shows what stays, what moves and where.

Does it work for geographic territories?

Yes. On the map, the AI designs territories from countries, states, provinces or ZIP codes — keeping every territory contiguous and compact, staying inside the distance and time-zone limits you set, and balancing the books inside them.

Will it move accounts we need to keep?

No. Locked accounts stay put, receive-only and release-only rules control which books can gain or give, and you can ask it to keep accounts with their current owners. Nothing changes until you apply the plan, and every run can be undone.

Which AI assistants work with BoogieBoard?

Any assistant that supports the Model Context Protocol. Setup is documented for Claude (as a custom connector), Claude Code and Codex.

Can an assistant change my territories without me?

Assistants act on your instructions, with your permissions. Changes are recorded in the activity stream and can be undone, and nothing reaches Salesforce without a committed plan and a preflight.

Keep exploring

Territory designGoals, locks and Smart Assign Territory mapsFrom country to ZIP code IntegrationsSalesforce, APIs and MCP

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