Key capabilities
Quota tools built on the territory
Distribute by goalSplit a total evenly, by account count or by any balance goal like ARR.
Quota-weighted booksAuto-Balance sizes each book to its share of quota.
Ramp with datesStart and end dates on assignments let ramping reps carry ramped quota and capacity.
Load vs. capacitySee who's stretched before the plan goes out.
Forecast managersDeployed to Salesforce territories, so Collaborative Forecasting follows the plan.
Quota history & APIQuota change history on every role, available through the REST API and exports.
Distribute quotas
Split the number the way you split the book
Split a total evenly, by account count, or by any balance goal. Quota-weighted balancing works the other way round: Auto-Balance sizes each book to its share of quota. Load versus capacity shows who's stretched.
- Quota, capacity, start and end dates per assignment
- Quota change history on every role
- Quota available through the REST API and exports
Forecasting
Forecasts that follow the territories
BoogieBoard doesn't rebuild forecasting — it makes Salesforce's work. Set a forecast manager per territory and they're deployed to Enterprise Territory Management with the plan, so Collaborative Forecasting rolls up the way your territories do. Quotas stay in BoogieBoard and your exports.
Keep exploring
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.