Your go-to-market model, built in minutes.

Lay out regions, segments and territories as a tree. Describe who belongs where with an easy Logic Builder. BoogieBoard routes every account to its place — and shows exceptions and gained or lost accounts at every level of the model.

See how it works

Key capabilities

An operational GTM model, not a slide

Territory treeRegions, segments and territories as nodes, as many levels as your go-to-market needs.

Logic BuilderPick a field, choose a value, group rules with AND, OR and NOT — and see the matching accounts as you type.

Automatic routingNew and changed accounts flow down the tree to the right territory after each sync.

Exceptions at every levelAccounts that no rule routes, and accounts assigned where the rules don't place them, surface right on the node.

Gained and lostSee what every territory gains and loses while you design, before anything reaches Salesforce.

Start from what you haveImport your Salesforce territory model and let BoogieBoard suggest the rules that describe it.

How it works

From an empty tree to running model

Add a node

Add a region, segment or territory anywhere in the tree and give it a name.

Describe it

Build its rules in the Logic Builder — or describe the accounts in plain English.

Watch accounts route

Matching accounts flow into the node and down to its territories, with live counts.

Track every level

Open any level to see its exceptions, unrouted accounts and what it gained or lost as you design.

Build

Add a node. Describe it. Done.

Every node in the tree is a group of accounts with a rule that says who belongs. Regions hold segments, segments hold territories, and each level narrows the accounts above it, so the model reads exactly the way your go-to-market works.

Fields from your own data: text, numbers, dates and picklists
AND, OR and NOT groups for real-world exceptions
A live count of matching accounts while you build

Plain English

Or just say what you mean

“Healthcare companies in the Northeast with more than 500 employees” becomes readable rules you can check and save, written against your real fields.

Track

See exceptions and changes at every level

Because the model is a tree, you can open any region, segment or territory and see its numbers: total accounts, what it gained and lost during design, accounts that no rule routes, locked accounts, and exceptions — accounts assigned somewhere the rules don't put them.

Exceptions: accounts assigned where the rules don't place them
Gained and lost accounts for every territory
Show Me Why explains any assignment

In the product

The model and the numbers, side by side

The territory tree on the left; totals, assigned, locked accounts and the BoogieBoard for whichever node you select.

The BoogieBoard view: the territory tree on the left and a node's score, totals, assigned and locked accounts with its BoogieBoard. — The territory tree and BoogieBoard view in the product.

FAQ

Territory model questions

What is a territory model?

It's your go-to-market structure (regions, segments and territories) with a rule for who belongs in each. In BoogieBoard it's a tree of nodes, and accounts route down it automatically.

Do we need SQL or code to write the rules?

No. The Logic Builder uses the fields in your data with plain operators, and AND, OR and NOT groups cover complex cases. You can also describe the accounts in plain English and let AI write the rules.

What happens to accounts that don't match any rule?

They show up as unrouted on the node where they stop, so you can see exactly which accounts need a rule. Accounts assigned to a territory that the rules would send elsewhere show up as exceptions.

Can we start from our Salesforce territory model?

Yes. Import your Enterprise Territory Management model, then let BoogieBoard suggest the rule that best describes each territory you imported.

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