Territory Management

Territory Management

Create Territories button - the single click that generates complete, balanced territory assignments Animated cursor moving to click the Create Territories button Visual click effect showing successful territory generation activation

Territories So Smart,
They Manage Themselves

Keep your sales team in perfect alignment without lifting a finger.
Okay, one finger. Someone has to click that button.

Create Territories button - the single click that generates complete, balanced territory assignments Animated cursor moving to click the Create Territories button Visual click effect showing successful territory generation activation

Territories that evolve as fast as your business

Stop managing territories in quarterly bursts. With BoogieBoard, territories stay perfectly aligned day after day, no spreadsheets, no disruptive fire drills. As your business grows, your territories grow with it, automatically.

BoogieBoard dynamic territory refresh interface showing automated territory rebalancing as accounts get disqualified or new CRM data changes segments, with options for fully automated reshuffling or human-assisted territory optimization

Dynamic Territory Management

As your TAM changes and account data is updated, our Dynamic Territories engine suggests (or even automates) new allocations, ensuring every rep has a fair, data-driven book of business. No more manual reshuffling or painful reassignments. Just territories that stay quota-ready, always.

Scenario Modeling

Test, tweak, and validate territory changes before going live. With BoogieBoard's sandbox modeling, you can explore "what-if" scenarios and make confident decisions that keep your team aligned and your coverage airtight.

Compare multiple approaches side-by-side: Geographic splits, account segmentation strategies, or workload balancing criteria. View the impact on quota distribution and rep capacity before implementation.

BoogieBoard scenario modeling interface showing multiple territory distribution versions with different geographies, segmentations, and balancing criteria for side-by-side comparison and analysis
AI-Driven Equity Engine continuously rebalancing sales territories with visual representation of automated capacity analysis, account potential evaluation, and performance-based territory adjustments for optimal revenue coverage and rep equity

AI-Driven Equity Engine

Our AI continuously evaluates rep capacity, account potential, and historical performance, adjusting assignments to maximize revenue coverage. The result? Territories that stay equitable and optimized without endless administrative effort.

Real-time monitoring ensures territories adapt to changing market conditions and rep performance, automatically redistributing accounts when imbalances are detected. This intelligent engine maintains fairness while optimizing for maximum quota attainment across your entire sales organization.

For the first time, territory carving felt like a strategic advantage, not a necessary evil. My team walked away with clarity and confidence , and that's invaluable.

Amber Bellaire
Enterprise Sales Leader, Fullstory

Customer Case Study

Fullstory Transforms Territory Planning with BoogieBoard

Fullstory, a leading behavioral data platform with 150+ go-to-market professionals across 3 continents, transformed their manual, spreadsheet-based territory planning process with BoogieBoard's AI-powered automation.

The implementation eliminated hours of manual work, turning complex territory adjustments into 'just a click of a button' while delivering transparent, equitable territories that delighted their sales teams across 12 different regions.

Read Case Study

Seamless CRM Integration

Connect BoogieBoard with your existing sales ecosystem. Our native integrations ensure your territory planning fits perfectly into your current workflow without disrupting your team's productivity.

HubSpot Integration

Sync territories directly with HubSpot CRM. Features out-of-the-box CSV integration for a modern territory management solution.

  • Out-of-the-box CSV Integration
  • Territory Assignment Automation
  • Direct API connection Coming Soon

Salesforce Integration

Native Salesforce integration built for modern territory management. Sync data automatically and import custom objects to match your sales workflow.

  • Real-time Territory Visibility
  • Plug-and-Play ETM Support
  • Direct API connection

Microsoft Dynamics 365

Enterprise-grade integration with Microsoft Dynamics 365. Seamlessly manage territories within your existing Microsoft ecosystem.

  • PowerPoint Exports
  • Built-in Teams Collaboration Coming Soon
  • Direct API connection Coming Soon

Start designing territories today