Even Out Quotas and Workload

How do you even out quota and workload across territories?

Territory balance is not only about account count. Quota expectations, workload, customer value, and coverage complexity all affect whether a book is fair.

This walkthrough shows BoogieBoard balancing territories around quota and workload so teams can compare books more realistically.

That makes the final design easier to defend and easier for sales leaders to operationalize.

Transcript

I've got to redesign books of business for my account management team, and I'm trying to figure out a way to make quotas and workload even. So I've got some balancing agents designed to distribute renewals by quarter evenly, the number of renewals and also the ARR that each rep has by quarter. So I'm going to click a button to get that territory design out of Boogie Board. And you can see Boogie Board is proposing equal numbers of renewals per quarter in the same dollar figure tied to each of those renewals so that my reps have an evenly distributed workload and we can set quotas accordingly.

Watch more BoogieBoard product demos on YouTube.