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Pipeline & Forecasting

Territory Planning Co-Pilot

ai

Builds balanced territory coverage plans from team headcount, target industries, regions, and historical revenue—recommending allocation methods, sample AE-to-account mappings, and flagging coverage gaps or overloads.

Sales / Revenue OperationsSales LeadershipSales Manager
8x
Faster territory modeling vs. spreadsheets
3–5
Coverage scenarios modeled per planning cycle
Balanced
AE-to-revenue allocation with gaps surfaced
One plan, end to end

New year starts. Plans are ready.

See the co-pilot take a 12 AE team from fiscal year kickoff to territory scenarios for leadership.

Plan TP-0412

Annual territory design · 12 AEs

  • AI
  • 8x faster modeling
  1. Intake
  2. Organize
  3. Evaluate
  4. Deliver

01 · Intake

Planning cycle opened

Next year's territory plan requested for 12 AEs

New case

Packet open
Team
12 AEs · Current roster
Cycle
New fiscal year
Request
Territory plan for next year · Annual territory design
Case packet · 3 sourcesComplete

Incoming

  • CRMAccounts and opportunitiesReceived
  • Quota & Territory DataQuota targets and AE rosterReceived
  • Revenue & Historical PerformanceHistorical revenue by accountReceived

02 · Organize

Coverage mapped

Accounts sorted by industry, region and past revenue

Pulled together

Coverage mapped
  • Accounts and opportunities pulledFrom the CRM, joined to historical revenue
  • Quota targets loadedMatched to each of the 12 AEs on the roster
  • Coverage analyzedBy industry, region, and historical revenue

Matched record

Roster
12 AEs
Methods modeled
Geographic, named-account, hybrid
Lead method
Hybrid
Mapping
Sample AE-to-account, per method

03 · Evaluate

Quota equity checked

AE-7 short 30% vs median, AE-11 over-resourced

Checks applied

2 AEs at risk
  • Coverage by regionSoutheast under-covered under the hybrid planCoverage model
  • AE overloadAE-11 over-resourced against the team medianRevenue history
  • Quota equityAE-7 has 30% less revenue and pipeline than medianQuota targets
Deciding finding

AE-7 quota is structurally hard

AE-7's territory has 30% less historical revenue and pipeline than the median, against the same quota.

Proposed rebalance

Move
$1.2M of named accounts
From, to
AE-11 to AE-7
Target
Both within 10% of median

04 · Deliver

Scenarios sent to leadership

Leadership sets the final assignments

Scenarios ready

Hybrid plan, $1.2M rebalance

Hybrid leads, but AE-7 and AE-11 sit outside 10% of the median until $1.2M of named accounts moves.

Lead method
Hybrid
Southeast
Under-covered
Quota equity
Within 10% after rebalance

Southeast options

3 modeled

Lowest cost: shift one AE

Decision

Leadership

Sets final assignments

Audit trail

  1. Accounts and roster pulled09:12
  2. Allocation methods modeledHybrid leads09:14
  3. Quota equity checkedAE-7, AE-11 flagged09:16
  4. Scenarios presentedFor leadership decision09:17

8x faster than spreadsheets

Illustrative case · sample data

Use Case 1

Annual Territory Design

Trigger: New fiscal year or sales reorg planning begins

1.Pull accounts, opportunities, quota targets, and the AE roster
2.Analyze coverage by industry, region, and historical revenue
3.Recommend an allocation method with rationale
4.Generate a sample AE-to-account mapping
5.Flag coverage gaps and AE overloads
6.Model quota equity across the proposed territories
7.Present scenarios for leadership decision
✓

Leadership chooses from balanced, modeled territory scenarios instead of building from a blank spreadsheet.

Use Case 2

Coverage-Gap Rebalance

Trigger: A region or segment is under- or over-covered

1.Identify the gap or overload against team medians
2.Model rebalancing options with trade-offs
3.Project coverage and quota equity for each option
4.Flag relationship-continuity impacts
5.Recommend the lowest-cost rebalance
✓

Coverage imbalances get surfaced and modeled before assignments are finalized.

Integrations

CRM (Salesforce, HubSpot)
Quota & Territory Data
Dashboards, Charts & Maps
Revenue & Historical Performance Data
Google Workspace (Sheets, Drive)

Industries

all

Built in ACTAVA

See it in action

A conversation that moves the work forward.

An agent at work

Illustrative example

Build next year's territory plan for our 12 AEs.

Territory Planning Co-Pilot

I'm pulling the account, opportunity, quota and roster data to analyze coverage for your 12 AEs. Before I build the sample mappings, I need to know which allocation method you want me to lead with.

Inputs being pulled

  • Accounts

    Account list to analyze by industry and region

  • Opportunities

    Pipeline context alongside historical revenue

  • Quota targets

    Used to compare load across AEs

  • AE roster

    The 12 AEs who will receive territories

Your decision needed

This is a planning aid and you set the final assignments. Tell me which allocation method to lead with.

Example complete

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Sample scenarios. Actions and outputs are illustrative.