Balancing your territories with complex rules
When balancing your territories that are defined by complex rules (these are rules based on criteria other than Geographies or Customer accounts), you can filter your list of territories down to only those that have matching hierarchy data. For example, if your balancing metric is Customer accounts, you can use the filters to display territories where the territory rules include "Laptop" as the product and "California" as the geography. When you pull in these territories for balancing, the customer accounts you see will all have the same product hierarchies and geographies hierarchies in their rules. You can then simply just move the customer account from one territory to another as all the other territory rule components remain consistent.
On the Planning cycles home page, click the planning cycle to open.
Click the Territory view.
On the battle card canvas, select the battle card that contains the territories you want to balance.
In the data tray, click the Territory balancing tab.
From the drop-down, select the balancing metric that you want to use to balance your territories, if you have set more than one.
The field that displays when you first open the Territory balancing section in the data tray is the default balancing metric.
From the drop-down, switch between Customer accounts or Geographies.
This lets you balance territories by moving customer accounts from one territory to another or by moving geographic regions from one territory to another. Customer accounts is selected by default.
Click the Filters option.
Select your desired hierarchies and click Apply.
Note
The filters allow you to look for exact matches. If you don't select anything as your parameter, the search will return results with the assumption that you are looking for territories that do not include any hierarchies in their rules.
You will now see the territpries that have matching hierarchy data.
Review the territory list and use the bar graphs to determine which territories are above or below average for the selected balancing metric.
Tip
If you aren't seeing any data when balancing your territories, check to make sure your balancing metric contains activity data. Remember our built-in fields, Prior year actual and Trailing 12 months, are populated based on dates. You may have imported activity data to your battle card that doesn't match the date range for these metrics. This may also be true if you're balancing using a custom metric.
Click the Add this territory icon
at the end of the row for the second territory you want to balance.This adds it to the territory balancing editor. Currently, you can only add a maximum of two territories to the territory balancing editor at one time.
Select the check box next to the customer accounts or geographic regions you want to move.
Note
Some check boxes are greyed out. This is because you can't move a customer account or geographic region that belongs to more than one territory or that has unassigned activities across any quota components. For example, if a customer account in your territory has three activities for the software quota component assigned to your territory, but another activity for the hardware quota component that is unassigned, you will not be able to move this territory.
When you've made your selections, click Move.
The territory balancing editor shows a preview of your changes. Customer accounts or geographic regions that will be added to the territory display in blue, and the ones that will be removed display in red.
If you're satisfied with your changes, click Save.
On the dialog, choose if you want to run coin sort now or later.
If you click Run, we'll run coin sort right away and we'll sort your activities based on your updated territory rules. If you click Later, you can choose to run coin sort at a later time. If you plan to balance more territories, it might make sense to wait until the end before you run coin sort.