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Built for the moments that break spreadsheets.
A rep resigns on Friday. Headcount lands mid-quarter. Year-end planning starts tomorrow. These are the moments territory plans live or die. Here's how each one runs in BoogieBoard, recorded on the live product.
A rep joins. A rep leaves. The plan holds.
Annual planning without the war room
Restructure a region in one sentence
Connect an AI assistant over MCP, describe the change, and check it on screen.
Share, adjust, rebalance — repeat until sign-off
Leaders work in a simple view of their branch and their changes hold as locks; RevOps reruns Auto-Balance around them.
Leaders adjust their own branch
A simple, scoped view: they move accounts between their reps and lock them in place.
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.
Every workflow, on the record
The activity stream records who did what, to which account or territory, and when. Filter it by user, action, node or rep.
More workflows, step by step
Cover a to-be-hired territory
Keep accounts covered today while the territory waits for its new rep.
Read the workflowSync Salesforce when a rep leaves
Reassign the book, preview the push, and update owners in Salesforce.
Read the workflowLock accounts to territories
Hold the accounts that must not move, with a reason on record.
Read the workflowKeep parent-child accounts together
Make families follow their parent through every change.
Read the workflowManage unassigned & unrouted accounts
Find the accounts that slipped through and put them where they belong.
Read the workflowEven out quotas and workload
Match quota to the potential in each book.
Read the workflowMap BDRs to AE territories
Give each BDR a distinct, balanced slice of an AE's territory.
Read the workflowPromote a BDR into a territory
Carve a fair first book without disrupting the team.
Read the workflowSplit ARR for a new rep
Give a new hire a fair share of revenue with minimal moves.
Read the workflowSee 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.