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Territory maps · GeoAware

Balanced territory maps, carved by AI.

Click Auto-Balance and BoogieBoard's AI carves your map into balanced territories — whole states where that works, ZIP codes where your accounts are dense. Then fine-tune by hand, from countries down to 5-digit ZIP codes.

Watch the map demo
Auto-carve

How AI carves your map

You decide what balanced means. BoogieBoard's AI does the carving.

Pick your geography

Countries, states and provinces, or ZIP and postal codes. Smart Subdivide splits dense areas only where your accounts are.

Set goals and guardrails

Balance on ARR, account count or any field. Keep territories contiguous, cap distance or time-zone spread, and lock the areas that can't move.

Click Auto-Balance

The AI explores a huge number of designs, and the map and the BoogieBoard update as it goes.

Review and fine-tune

Compare draft solutions, apply the one you like, then adjust by hand. Every change is previewed and can be undone.

In the product

The Territory Designer

Territories, solutions and Auto-Balance on a live map — with the legend, search and overlays your team uses every day.

The Territory Designer: a US map colored by three territories, with the territory legend, solution controls and Auto-Balance.
The Territory Designer showing a US map with territories defined.
Fine-tune by hand

Change the map, watch the numbers move

Every edit on the map shows up on the BoogieBoard straight away, so you always know what a change does to each book.

Hands-on control

Hover anything. Reassign with a right-click.

Hover any area for its territory, owner, account count and balance metrics. Click or draw to select areas, watch the BoogieBoard preview the new totals before you assign, and undo map edits like any other change.
  • Several draft solutions per region: apply the one you like
  • Accounts are geo-tagged after every sync
Polygon tool

Draw a shape. Reassign everything inside it.

Pick the Polygon tool, draw around the areas you want and every one inside is selected. Assign them to a territory in one step. The BoogieBoard shows what each book gains and loses before you commit to the change.
  • Lock areas as you assign them
  • Lock, unlock or unassign a whole selection
Locks

Lock what can't move. AI balances around it.

Lock a rep's home turf or a key metro to its territory. When you run Auto-Balance, locked areas stay exactly where they are and everything else is rebalanced around them.
  • Lock from the map with ⌥ + right-click, or from a selection
  • See every locked area per territory, and unlock any time
GeoAware

Territories your reps can actually cover

Go beyond contiguous blocks: keep accounts close to the rep who owns them, within the distances and time zones you set.

GeoAware territories

Clusters built around every rep

GeoAware territories are built from where your accounts are, not from painted boundaries, so a territory doesn't have to be one connected block. The AI groups accounts into balanced clusters close to each rep's home base.
  • Minimize distance with the GeoAware goal
  • Use each rep's home ZIP to keep accounts nearby
Distance & time zones

Keep every territory drivable and in-hours

Add limit goals so no account sits too far from its rep and no territory spans too many time zones. Auto-Balance stays inside those limits while it balances everything else.
  • Cap the miles from each rep's home location
  • Cap the time-zone spread of a territory in hours
  • Leave Alaska and Hawaii out of the limits
ZIP-level detail

Dense metro? Split it at the ZIP code.

Smart Subdivide breaks dense areas into finer ZIP codes only where your accounts are, so one busy metro becomes several balanced books while the rest of the map stays at the state level.
  • US ZIP codes at 5, 3 or 2 digits
  • Merge areas back together whenever you like
Map tools

Presets, overlays and drill-down — built in

Start from one of 22 one-click regions: US Census regions, Pacific Northwest, DACH, Nordics, ANZ, UK & Ireland and more. Add detail where it matters, then let AI balance the map within the guardrails you set.
  • Keep territories contiguous and compact
  • Overlay US Census population, income, housing, age and commute
  • Drill from a region into the territories inside it
Any granularity

Carve at the level each region needs — and mix them

One boundary can combine whole states with ZIP-level detail where the accounts are dense.

Countries

Every country, for global and regional teams.

States & provinces

First-level regions worldwide.

US ZIP codes

5-, 3- and 2-digit ZIP areas.

Canada & Germany

Canadian 3-character and German 5-, 3- and 2-digit postal codes.

Share

Send the map, not a screenshot

Share a read-only, interactive territory map with reps and executives — no seat, no login, no export. Drill-down works on the shared map too.
  • Export geo territories as CSV or Markdown
  • Share BoogieBoard tables the same way; filtered account views go to teammates
See it in action

GeoAware territory mapping in 90 seconds

FAQ

Territory mapping questions

Which geographies can I build territories from?

Countries, states and provinces worldwide, US 5-, 3- and 2-digit ZIP codes, Canadian 3-character postal codes and German 5-, 3- and 2-digit postal codes. You can mix levels within one territory.

Can BoogieBoard balance a geographic territory on revenue?

Yes. Geographic territories are balanced on your account data — ARR, account count, pipeline or any other field — and can also be balanced on US Census metrics for whitespace territories.

How do you keep territories compact and coverable?

Auto-Balance keeps every territory contiguous, compactness scoring keeps shapes tidy, and limit goals can cap the distance between accounts or the time-zone spread in a territory.

Do geographic territories have to be contiguous?

No. Map territories can be kept contiguous, or you can use GeoAware territories, which group accounts into balanced clusters near each rep instead of one connected block.

Can reps see their map without a BoogieBoard login?

Yes. Share a read-only map link. It opens without a login and supports drilling into sub-territories.

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