Every RevOps leader has lived this nightmare: you’re days away from Q1 kickoff, juggling a 20-tab spreadsheet labeled Territories_Final_v17.xlsx, while Sales screams for equity, Finance screams for coverage, and your CPU screams for mercy.
The result? Reps feel short-changed, managers argue over “fairness,” and operators spend weeks massaging pivot tables that will be obsolete before the quarter even begins.
BoogieBoard exists to end that cycle. It’s an AI-powered territory design platform that takes your market and CRM data, models the balance goals that actually matter to your business, and produces one-click, mathematically fair territory assignments — without the spreadsheet chaos.
In this episode of RevOps Demos That Don’t Suck, host Matthew Volm, CEO of RevOps Co-op and Eventful, sits down with Kevin Davis, CEO and Co-founder of BoogieBoard, to see how they’re redefining one of the hardest — and least loved — RevOps processes on the planet: sales territory design.
For most companies, territory design is still an Excel marathon — a process full of late nights, brittle formulas, and broken logic. Kevin describes it as “a bad process for everyone involved.”
The result? Bad vibes all around. It’s inefficient, unscalable, and — as Kevin puts it — “mathematically impossible to achieve equity as a human.”
At its core, BoogieBoard is an AI territory suggestion engine that transforms raw CRM and market data into balanced, equitable territory models in minutes. Instead of mapping accounts manually, operators define their business objectives — such as total ARR, renewal dollars, or ICP alignment — and BoogieBoard automatically designs territories to match those parameters.
It’s not just automation for the sake of efficiency — it’s automation that understands nuance. BoogieBoard’s algorithm weighs multiple balance goals simultaneously, like:
The outcome is a territory model that’s fair, transparent, and defensible, with visual dashboards showing exactly how equity was achieved — so RevOps teams can stop arguing and start executing.
BoogieBoard takes the quantitative heavy lifting out of territory design. The system ingests CRM data, account attributes, and market indicators, then applies machine-learning logic to create optimal balance scenarios across reps, regions, or verticals. Operators can instantly visualize where coverage is over- or under-weighted — and rebalance with a single click.
The platform’s “Balance Goal Generator” lets you define exactly what “balanced” means for your org. Maybe you want to equalize renewal ARR, customer counts, or industry segments. You can create, test, and refine these balance goals to mirror your ICP strategy — and save them as templates for future cycles.
Sales territory design isn’t just about accounts — it’s about people. BoogieBoard’s Roles Engine allows you to assign managers, AEs, and BDRs to territories, define coverage relationships (1:1 or 1:many), and handle temporary coverage events like PTO or leave. When headcount changes, the model updates automatically.
Whether your org operates on named accounts, regions, or a hybrid model, BoogieBoard can handle it. Its geo-mapping engine breaks down territories by time zone, state, or ZIP code — even balancing across drive time or travel radius if you sell physical goods. The result is a truly flexible system that adapts to your go-to-market structure.
No one gets territory design perfect on the first pass. BoogieBoard encourages experimentation: operators can run unlimited iterations, test different balance goals, and compare output scenarios before finalizing assignments. Each iteration runs in minutes, not days, allowing continuous improvement over time.
BoogieBoard’s two-way sync with Salesforce ensures every territory change instantly maps back to your CRM. Operators can import live account data, users, and quota fields — and push updated territory assignments directly to Salesforce’s Territory Model framework. No more stale spreadsheets or manual imports.
BoogieBoard started as a consulting-first company, and that DNA shows up in their implementation process. Every new customer is assigned a dedicated onboarding team that imports data, configures balance goals, and builds your first live model — so you can see ROI in days, not months.
Typical timeline:
The team also stays involved post-launch to manage alerts, monitor changes, and help automate workflows (like auto-rebalancing or account reassignments during hiring spikes). It’s a true partnership model — not a self-serve “good luck” hand-off.
BoogieBoard syncs nightly (or on demand) so territory updates, account disqualifications, or rep changes reflect across all connected systems — keeping your source of truth aligned.
BoogieBoard is tailor-made for B2B SaaS companies with 30+ quota-carrying reps who are outgrowing spreadsheet-based territory management.
Ideal users include:
Existing customers include BlackLine, Watershed, FullStory, and Fundraise Up, all using BoogieBoard to modernize their territory operations and reduce manual planning cycles by 80%.
BoogieBoard’s pricing is refreshingly transparent and published on their website:
Unlike most SaaS tools, BoogieBoard charges by territory, not by user, making it easy to scale without worrying about license costs.
A proof-of-concept (POC) engagement is available for qualified prospects — BoogieBoard will set up a curated demo environment with your own data so you can test drive the product before committing.
BoogieBoard isn’t just another modeling tool; it’s a fundamentally different way to think about revenue architecture. Most tools — or spreadsheets — force you to adapt to their logic. BoogieBoard adapts to yours.
As Kevin puts it:
“We’re not forcing you into an overly simplistic model. Our goal is to match how your business actually operates — and give you back hours, even weeks, of time.”
The platform combines AI precision, human context, and consultative support, allowing RevOps teams to design territories that are mathematically fair and operationally practical.
In minutes, BoogieBoard turns the most stressful RevOps project of the year into a streamlined, repeatable, and transparent process. Operators can explain — and defend — every assignment, reps trust the fairness of their books, and leadership gains the clarity they need to scale.
Time savings: Weeks reduced to minutes.
Fairness: Data-backed, transparent equity across all reps.
Adoption: Sales leaders and reps finally buy in.
Or, as Matthew summarized in the demo:
“I never would’ve thought something as complex as territory design could be boiled down into a click or two — but here we are.”
Ready to ditch the spreadsheet?
Visit boogieboard.ai and click “Get a Demo” to meet directly with one of the founders. The team will walk you through a proof of concept using your own data, so you can see how BoogieBoard balances your territories — literally — overnight.
And if you need more great resources on all things territories, check out the BoogieBoard Resource Lounge and Tiki Bar.
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