Your plan went live. Keep it accurate.

Your plan went live. Now new accounts arrive, owners change in Salesforce and reps ask why an account isn't theirs. BoogieBoard keeps the live plan accurate with readable rules, locks that explain themselves, and a history you can rewind.

Day-to-day territory ops

Everything that keeps a live plan honest

Routing rules

Readable rules at every level of the tree, with a live count of the accounts they match.

How routing works

Locking rules

Decide what can never move, test it first, and let every lock explain itself.

How locks work

Show Me Why

Trace any account through the tree and see the exact rule that sent it elsewhere.

Explain an assignment

Recent changes

Every account that moved, who moved it, and when — with undo and restore.

See the history

Account list workspace

Filters with AND, OR and NOT, bulk assign, Smart Assign, locks and exports to CSV or Google Sheets.

Work the list

Reconcile with Salesforce

When owners change in the CRM, line the plan back up instead of letting it drift.

Routing rules

Rules anyone can read — and that actually run

Each node in your territory model has rules built from any account field, with AND, OR and NOT groups. Describe the accounts you want in plain English and let AI draft the rules, then check the live count before you save.

Rules run down the tree, so accounts flow to the right territory
Scheduled rule re-runs keep routing current after each sync
Unassigned and unrouted accounts surface in one click

Locking rules

Protect what matters, automatically

Hold accounts with open opportunities, strategic logos or long relationships with the right owner, territory or user. Rules inherit down the tree; a preview shows what each rule will lock, skip or leave unresolved before you save.

Manual locks expire on their own (90 days by default)
A Manual Locks workspace to extend or release in batches
Locks protect the territory assignment, never routing

Show Me Why

Answer “why isn't this mine?” without a ticket

Pick an account and a territory. Show Me Why walks the tree level by level and highlights exactly which rule stopped the account — so RevOps answers in seconds and reps trust the plan.

History

A complete history you can rewind

Recent Changes lists every account that moved between territories, with who made the change. Undo your own actions, undo a balancing run, or restore any accounts to a specific date and time.

Account list

Every account, one filter away

Slice the plan any way you need with AND, OR and NOT filters, save the filter for your team, and act on the result — bulk assign, Smart Assign, lock or export — without leaving the list.

KPI tiles that follow the filter: accounts, unassigned, locked and exceptions
Bulk assign, Smart Assign and locks on any selection
Export to CSV or Google Sheets with the columns you choose

FAQ

Territory management questions

Does BoogieBoard rebalance territories automatically?

Routing is automatic: new and changed accounts follow your rules after each sync. Rebalancing is always your call: you start a run, review exactly what moved, and can undo it.

How do locks work with routing rules?

Locks protect the territory assignment, not routing. Manual locks win over locking rules, and among rules the most specific one in the tree applies. Every lock can explain why it exists.

Can we see who moved an account?

Yes. Recent Changes and assignment history show who assigned or unassigned each account and when, and you can restore an account to any earlier point.

Keep exploring

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