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From blank tree to live in Salesforce.
Design the model, add your goals, lock in what can't move, balance in one click, share it with your sales leaders and push it to Salesforce. Here's how BoogieBoard takes you from a blank tree to a live plan.
Step 1 · Design the model
Lay out your go-to-market as a tree
Add regions, segments and territories as nodes. Describe who belongs in each with the Logic Builder — pick a field, choose the values, group rules with AND, OR and NOT — and every account routes to its place, with a live count as you build.
- Start from your Salesforce territory model, or from a blank tree
- Rules on any account field, or written for you from plain English
- Unrouted accounts and exceptions show up on the node where they stop
Step 2 · Add goals
Decide what fair means
Pick from nine guided templates — balance ARR or account count, even out renewals by quarter, cap a book, keep families together — on any field you have. Every goal becomes a column on the BoogieBoard, so you see each territory against each goal, green or red.
- Balancing, limiting and scoring goals
- Your own threshold for how close is close enough
- An Optimization Score that shows how much of the board is green
Step 3 · Lock in rules
Protect the accounts that can't move
Before you balance, write down what must stay put: accounts with open opportunities, strategic logos, long relationships. Locking rules apply down the tree and can be tested before you save them, and every lock can explain why it's there.
- Locking rules, plus manual locks that expire on their own
- Receive-only and release-only territories
- Account families stay together
Step 4 · Run the balancer
One click finds the best balanced plan
Click Auto-Balance and BoogieBoard's AI searches through possible plans to find the one that best meets every goal — while every locked account stays exactly where it is. When it has proven the best possible balance, it tells you, and the run report shows what stayed, what moved and where.
- Balance a whole region, one segment, or just a new list of accounts
- Keep accounts with current owners to minimize disruption
- One-click undo for every run
Step 5 · Share results
Review it with your sales leaders
Invite each leader as a Collaborator on their own branch. They see a simple view, move accounts between their reps (and those moves hold as locks), and @mention you when they're ready. Rebalance around them and repeat until everyone signs off.
- Read-only links for executives who just need to look
- Comments and @mentions become tasks, with Slack or email notifications
- Every change on the record in the activity stream
Step 6 · Push to Salesforce
Go live with every change reviewed first
Commit the plan and push it to Salesforce: Enterprise Territory Management, Account Owner, Account Teams or the custom fields you already use. A preflight lists every account and field that will change, including what won't, before anything is written.
- Push everything, one territory or a single segment
- Schedule automatic pushes, and pause them any time
- Account History shows what changed in Salesforce, and when
After go-live
Then keep the plan fair all year
Security & administration
Ready for your security review
SOC 2 compliant, with the identity, access and audit controls IT asks about.
Single sign-on
SAML 2.0 with any identity provider, plus Okta, Google and Salesforce sign-in.
MFA & SCIM
Authenticator-app MFA and SCIM 2.0 user and group provisioning.
Granular access
Four workspace roles and node-level access, so leaders see only their branch.
Secure connections
Salesforce OAuth with PKCE and token rotation — BoogieBoard never stores your CRM password.
Full audit trail
Activity streams, assignment history, sync logs and push reports.
Separate workspaces
Isolated workspaces for each business unit or operating company.
BoogieBoard just works. It saved weeks of time that would have been spent in spreadsheets and created perfectly equitable territories.
Meredith DowdVP of Revenue, Sana
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.