Pricing that grows with your territories.

A distinct book of business that BoogieBoard balances: a territory in a committed scenario, plus distinct supporting-role books. Territories in draft scenarios don't count, and neither do placeholder roles such as “Region” or “Unassigned Placeholder”.

Territories (or target account lists) are the distinct books of business BoogieBoard balances. Your plan covers the territories in committed scenarios; drafts are free.

MAX starts at 100 territories, and you can add 50 more for $1,250 per month.

Sales territory planning divides your market into books of business (by geography, by account list, or both) and assigns each one to a rep or team. Done well, it gives every rep a fair, workable book and points the team at the accounts that matter most.

Instead of spreadsheets and judgment calls, you set the goals that define a fair book (ARR, account count, tier mix or any other field) and BoogieBoard's AI designs territories that meet them. Every territory is scored green or red against each goal, so everyone can see why the plan is fair.

One click on Auto-Balance designs balanced territories in a single run, instead of weeks of spreadsheet work. Whole planning cycles move faster too: Watershed finished its territory plan in about three weeks.

A scenario is an isolated copy of your plan (accounts, reps, territory model, roles and goals) where you can try changes safely. Build as many what-ifs as you like, compare them on the BoogieBoard, and merge the one you choose. Draft scenarios are free; only committed territories count toward your plan.

The Blueprint keeps your territory plan as one living document: routing rules, balance goals, locking rules and the roster, searchable and exportable to HTML or Markdown. The activity stream, balancer run records and account history keep a full record of every change for next year's planning.

Sales leaders get a simple, scoped view of their own branch. They can comment, @mention RevOps and make the changes their permissions allow, and those edits hold as locks when RevOps rebalances. Share links and the activity stream keep every decision visible until everyone signs off.

AI territory planning uses AI to design your sales territories for you. In BoogieBoard, Auto-Balance explores a huge number of options and recommends territory designs that hit your balance goals while following the go-to-market logic in your territory model.

You set the balance goals and the rules: which accounts are locked, which territories can gain or give accounts, and limits like distance or time zones. Click Auto-Balance and BoogieBoard's AI explores the options and recommends a design, then shows what stays, what moves and where.

It balances every goal at once across thousands of accounts — something a spreadsheet can't do. And it never forgets a rule. Planners spend their time on decisions instead of math, and every run is explained and can be undone.

Auto-Balance is BoogieBoard's AI territory design. One click explores a huge number of options and recommends territory designs that hit your balance goals and follow the go-to-market logic in your territory model — and every run is explained and reversible. AI also writes filter rules from plain English and works with your own assistant over MCP.

Automated territory planning lets software do the repetitive work: routing new accounts with your rules after every sync, balancing books with Auto-Balance, and pushing committed changes to Salesforce on a schedule. You stay in control of what gets applied.

The balancing itself is one click instead of weeks of spreadsheet iterations, and re-running it after a change is just as quick. Teams also save the back-and-forth: leaders review in BoogieBoard, and RevOps rebalances around their changes with one click.

Manual plans usually balance one number and eyeball the rest. AI territory planning weighs every goal and rule together (ARR, account count, ICP fit, locks, geography), so the result is balanced on all of them, and the BoogieBoard shows it.

Salesforce is a native, two-way integration. Teams on other CRMs, such as HubSpot or Microsoft Dynamics, bring account data in by CSV, Google Sheets or a third-party API source, and use exports or the REST API to send assignments back.

BoogieBoard syncs accounts, users, opportunities and other objects on your schedule, pulling only changed records. When a plan is committed and the preflight looks right, it pushes to Enterprise Territory Management, Account Owner, Account Teams or your own custom fields.

It means your Ideal Customer Profile shapes the territories. Balance on ICP fields such as tier, fit score or prospect grade — or on Salesforce rollups like open pipeline — so every rep gets a fair share of your best-fit accounts, not just an equal count.

Yes. Build territories from countries, states, provinces or ZIP and postal codes on a map, from named account lists, or mix both in one territory model.

GeoAware is BoogieBoard's geography-aware territory design. AI balances territories on your accounts while keeping them close to the reps who cover them — as contiguous map territories or as clusters near each rep's home base — with optional distance and time-zone limits.

Hybrid planning combines geography and account-based selling: for example, named strategic accounts go to account teams while everything else is carved by geography. BoogieBoard's territory model routes each account to the right place with readable rules, and Auto-Balance balances both kinds of books.

It's keeping parent companies and their subsidiaries with the right owners. BoogieBoard builds families from Salesforce (an Ultimate Parent ID field or each account's parent), checks the family whenever an account changes, and keeps families together when it balances.

Families refresh as your Salesforce hierarchy changes. When you move an account, BoogieBoard asks how to handle the rest of its family, and exclusion rules let specific branches (like a European subsidiary) stay with a regional owner.

Yes. When an acquisition or re-org syncs from Salesforce, the affected accounts join their new family. Assign to Family Owner moves them together, and the conflict dialog settles which owner keeps the family.

Families are part of territory design, not an afterthought. Every change checks the family, Auto-Balance keeps families together, and exclusion rules handle the exceptions — so you're not forced into one rigid rule for every territory.

Yes. Add up to five PNG, JPG or WebP screenshots, up to 5MB each. Browse or drop them onto the form as many times as you need, and remove any you don't want before you send.

Tell us what you were trying to do, what happened instead, and the scenario or territory involved. A screenshot of the screen you were on helps us get to the answer much faster.