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- Annual planning
Planning season, without the war room.
The new plan has to be fair, defensible to every leader, and live in Salesforce before kickoff. BoogieBoard gets you there without a quarter of spreadsheet versions and late-night data loads.
Where year-end planning goes sideways
One committed plan, with safe scenarios for every what-if — and a merge tool that brings the winner back.
The BoogieBoard shows every book against every goal, green or red. Fairness stops being an opinion.
Clone the scenario, change the goal, rerun Auto-Balance. Compare the results the same afternoon.
Invite each leader to their own branch of the plan. Comments, @mentions and tasks live next to the territories.
Commit the plan, preflight the changes and push to Salesforce in one step, or let ownership switch on the start date.
The Blueprint documents every rule, goal, lock and owner on one page, searchable and exportable.
Five steps from last year's plan to next year's kickoff
Connect
Sync Salesforce and bring in the fields you'll plan on, including rollups like open pipeline.
Model
Lay out regions and segments, or import your ETM model and let BoogieBoard suggest the rules behind it.
Balance
Set your goals, run Auto-Balance, and carve by geography where it matters.
Review
Compare scenarios, invite leaders to their branch, and merge the plan everyone agrees on.
Go live
Commit, preflight and push, with ownership switching on your effective date.
Try every what-if. Merge only the winner.
Know exactly what's left before kickoff
Leaders review the plan inside the plan
- A simple view scoped to each leader's branch
- Leader moves hold as locks through every rebalance
- Comments and @mentions become tasks, with Slack or email notifications
Write the rules of engagement down — once
One push to Salesforce. No weekend data load.
Teams that finished early
for Challenger to carve its new territories
Beeline's planning cycle, from two or three months to about one
from kickoff to finished territories at Watershed
on three continents, rolled out within two weeks of Fullstory's new fiscal year
Annual planning questions
When should we start next year's territory plan?
Most teams start eight to ten weeks before the new fiscal year, once headcount and the number are close. With BoogieBoard the carving itself takes days, so the time goes into decisions and leader review instead of spreadsheet assembly.
Can we start from our current territories?
Yes. Import your existing Salesforce territory model or current assignments, and BoogieBoard can suggest the account rules that describe each territory — a head start on documenting a model nobody wrote down.
How do we get sales leaders to buy in?
Show them the BoogieBoard: every book against every goal, green or red. Then invite each leader to their own branch so they can comment and request changes inside the plan.
Do draft scenarios count toward our plan?
No. Only territories in committed scenarios count, so explore as many what-ifs as you like.
Keep exploring
Finish planning before kickoff this year.
Bring a CSV or connect Salesforce. We'll build a balanced plan from your real accounts while you watch.