Productivity
Carve sales territories
Balanced by opportunity rather than by map lines.
Fill it in
With segment, size and geography.
How many territories.
Not on account count.
Your prompt
Carve 12 territories. Balance on POTENTIAL, not on account count. Equal counts produce wildly unequal quotas, and the rep with 200 small accounts leaves. Score each account for plausible value and split on that. Keep territories contiguous where geography matters and coherent where it does not. A patch assembled to balance a number and nothing else costs travel time and makes referrals impossible. Respect existing relationships. Moving an account mid-cycle costs the deal, and the model should show which moves it is proposing so somebody can veto them. Report the spread: the best and worst territory by potential. That number is whether the carve is fair.
Use Carve sales territoriesOpens with everything above already filled in.
Why this works
Equal account counts produce wildly unequal quotas, and the rep with 200 small accounts leaves. This balances on potential and shows the spread.