Rebalance Prospect Grades for Year End

How do you rebalance prospect grades for year-end territory planning?

Year-end planning often means rebalancing books around the quality of the next year’s account base, not just the number of accounts.

This walkthrough shows BoogieBoard using prospect grade as a balancing input while designing future territories.

That helps teams create books with more comparable opportunity quality instead of treating every account as equal.

Transcript

It's the end of the year and I just built a new scoring model for all of my prospect accounts. I turned that into a balancing agent here to help me with designing equitable territories. When I go in to click the button, I get a one click territory design result. And then you can see I've got perfectly balanced territories across all different prospect grades. This is going to help me with quota setting. It's going to make things really clear and fair for my reps.

Watch more BoogieBoard product demos on YouTube.