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Scenario planning

Test every idea. Ship only the winner.

Draft every what-if in its own scenario, compare it with your committed plan, and merge back only the changes you keep. A restore point is saved before every merge, and only committed territories ever reach Salesforce.

How scenarios work

Draft. Compare. Merge. Push.

Draft

Each scenario has its own copy of accounts, reps, model, roles and goals. Clone one in a click.

Compare

Save assignment snapshots and diff any two, account by account, with an Excel export.

Merge

Review a change report of nodes, goals and assignments, pick what lands, confirm lock conflicts.

Push

Only committed territories push to Salesforce — draft scenarios never touch the CRM, and don't count toward your plan.

Share & sign-off

Iterate with sales leaders until everyone signs off

Each leader gets a simple view of their own branch. Their changes hold as locks, RevOps rebalances around them in one click, and the plan converges round by round.

Sales leader

Leaders adjust their own branch

A simple, scoped view: they move accounts between their reps and lock them in place.

RevOps

RevOps rebalances around them

One click on Auto-Balance evens out every book — and every leader's lock stays exactly where they put it.

The cycle: leaders adjust their branch and their edits hold as locks; RevOps rebalances around them; leaders review the rebalanced plan again, until everyone signs off.

Scoped accessCollaborators see and work on only their branch; make a node read-only if you just want eyes on it.
Edits become locksA move in the account list locks the account where the leader put it; bulk moves can lock too.
Rebalance around themAuto-Balance never moves a locked account, so leader decisions survive every round.
Comments become tasks@mentions on the node turn into tasks you can track, with Slack or email notifications.
Read-only share linksSend executives a live map or BoogieBoard without giving them a seat.
Commit when readySign-off lives in comments and tasks; commit the plan and push it to Salesforce when you're done.
Readiness

See what's left before the plan goes live

The scenario dashboard tracks every segment: accounts and unrouted accounts, territories and unassigned territories, goals, and readiness from rules all the way to pushed-to-Salesforce. Every cell links to where you fix it.
Comments & tasks

Everyone plans together. Everything goes on the record.

Invite leaders to just their branch, read-only if you like. Comments and @mentions sit on the node they're about, mentions turn into tasks, and the activity stream records who changed what — with live presence while you work together.
Collaboration workflows
Activity

Watch the plan change, live

Every territory has an activity stream that rolls up the branch beneath it. See who's in the plan right now, filter to assignments or locks, and watch a teammate's change land on the BoogieBoard as it happens.
  • Assignments, edits, locks and system events in one stream
  • Live presence while you plan together
Safety net

Every change is reversible

Balancer runs, rule re-runs and merges can be undone. Restore points are captured before merges and deletes, and any accounts can be restored to an earlier date from assignment history.
Watch

Collaboration and audit trails, in three minutes

FAQ

Scenario questions

What is a territory scenario?

An isolated copy of your plan (accounts, reps, territory model, roles and goals) where you can try changes safely. Scenarios are draft or committed, and only committed territories push to Salesforce.

What happens when a draft is merged?

BoogieBoard builds a change report of node, goal and assignment changes. You choose what lands, confirm any lock conflicts, and a restore point is saved before anything executes.

Do draft scenarios cost extra?

No. Only territories in committed scenarios count toward your plan.

Is there an audit trail?

Yes. The activity stream records who changed what and when, balancer runs keep a full record, and account and assignment history is available for every account.

Keep exploring

Annual planningThe year-end redesign BlueprintThe plan on one page WorkflowsCollaboration in practice

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