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For RevOps

Run territories like a system, not a spreadsheet.

You own the plan, the data and every change request after it. BoogieBoard gives RevOps one source of truth for territories — balanced on your goals, wired to Salesforce, and auditable down to the account.

RevOps teams at fast-growing companies plan with BoogieBoard
Challenger Beeline Brandwatch Spekit DailyPay Watershed BlackLine Fundraise Up
Sound familiar?

What territory work actually costs RevOps

Every plan lives in a different spreadsheet

One committed plan, scenarios for what-ifs, and a merge tool that brings the winner back with a restore point.

Change requests arrive by Slack, email and hallway

Leaders comment on the plan itself; mentions become tracked tasks with owners and due dates.

“Why isn't this mine?” tickets never stop

Show Me Why traces the rule that routed an account, and Recent Changes shows who moved it.

Salesforce updates are a weekend data load

Preflighted pushes to ETM, Owner or Account Teams: now, on a schedule, or territory by territory.

The CRM drifts from the plan

Scheduled syncs pull only what changed, and Reconcile lines the plan back up with real ownership.

Nobody can explain last year's rules

The Blueprint documents every rule, goal, lock and owner, searchable and exportable.

Design

Balanced books, without the spreadsheet math

Set goals on any field, run Auto-Balance, and review exactly what stayed and what moved in every territory. Minimize reassignment, lock live deals, and undo any run in one click.
Territory design
Operate

New accounts route themselves

Readable rules at every level of the model send new and changed accounts to the right territory after each sync. Unassigned and unrouted accounts surface in one click.
Territory management
Integrate

Salesforce in. Territories out. On your terms.

Sync accounts, users, opportunities and any object on demand, hourly or daily. Push committed territories after a preflight that lists every write, or put pushes on a schedule you can pause.
Salesforce integration
Customer results

Planning seasons, before and after

Challenger: carved in about 48 hours

“The time savings were immeasurable and enormous because it was done in probably 48 hours.”

Read the story

Beeline: three months down to one

Planning time cut by 60%, and planning-season effort down by about 75%.

Read the story

Fullstory: 12 teams, 3 continents

One rep per account family per region, rolled out across every team.

Read the story

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.

See pricing