Balance ARR for New Customers

How do you balance territories for new customer opportunity?

New customer opportunity can cluster unevenly across a sales team. If that distribution is ignored, some reps inherit much stronger books than others.

This walkthrough shows BoogieBoard balancing around new customer potential so territory design reflects the opportunity available in each book.

That gives sales leaders a more defensible starting point for quota, coverage, and rep expectations.

Transcript

I've got a bunch of new customers, which means that I've got to redesign my account management books of business. To do that I've created two balancing agents, one which is going to give rep similar number of customer accounts within each ARR band and one which is going to use the ARR sum. I click to design the territories here and Boogie board is going to automatically give me a solution. Everything's green. That means the quota setting is going to be really simple here and it did it while minimizing my customer disruption. So we're good to go.

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