Project Calendar

🎯 Project Objectives

Target Territory Go-Live Date:

Business Objective #1

Business Objective #2

✅ Tasks

Tasks

🏄‍♂️ Scenarios

<aside> 💡 Scenarios represent the different territory design iterations. Each Scenario is a ‘what-if’ model for territory design. Create a new scenario to try a different idea.

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Scenarios

📝 Log - Meetings & Weekly Update

Log

👬 Territory Planning Team

Customer Team

📈 Account Data

<aside> 💡 To design balanced territories, BoogieBoard needs to understand the accounts that will be used to design them. Here are a few reminders:

1. ****For Geographical territories (ie. the Territory is a geographical area like states or zips), include the relevant geographical information.
2. For Books of Business (ie. the Account is assigned directly to a Territory or Account Owner), include a unique identifier for each account.
3. Depending on your account hierarchy structure, include the relevant Parent/Child information.

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Example Account Data:

[https://docs.google.com/spreadsheets/d/1XrIguFbIESUl4jUJwLZ_EHecqFRnD4HMT-atLt7lC6Y/edit#gid=0](https://docs.google.com/spreadsheets/d/1XrIguFbIESUl4jUJwLZ_EHecqFRnD4HMT-atLt7lC6Y/preview#gid=0)