AI assistant for planning
"Move two reps from the Northeast to the Midwest and rebalance quota." Covirage builds the scenario, recomputes coverage and revenue at plan, and puts it next to the current plan. Every figure reconciles, so the comparison is real.
Territory planning usually means one analyst, one workbook, and three weeks. With scenarios built by asking, the planning meeting can try ideas live.
Reassign accounts, move reps, change quota rules, in plain English.
Accounts per rep, revenue per rep and coverage per territory, compared automatically.
The chosen plan goes live with the scenarios that lost.
Three steps, in this order.
Territories, reps, accounts and quotas from the CRM or planning sheet.
Each question becomes a scenario. Compare any two.
The chosen plan writes back to the CRM. History kept.
Short answers. The Help centre has the long ones.
It rebalances quota under rules you set and shows the result per rep. Approval stays with you.
Salesforce and HubSpot for write-back. Any export for read.
Headcount and calls per week are inputs. Full capacity planning has its own page.
Written for this job: the measures, the data you already hold, and the arithmetic.
Five checks a sales leader runs on a proposed territory design before it goes live, all from the ledger, the customer master and the universe file: potential balance across territories, load balance in weighted accounts, account continuity with the current owners, travel or cluster sanity where it applies, and the quota identity that the new map's quotas sum to the company's. Each with the test, the tolerance and the failure it catches.
16 Sept 20263 min readA method for assigning accounts to tiers from the ledger and the norm rather than from who owns them: two axes, current revenue and gap at norm, four tiers that follow, the touch cadence each tier gets, the identity that keeps the tiers summing to the book, and the quarterly re-tiering that moves accounts on evidence rather than on argument.
16 Sept 20263 min readHow a sales operations team moves accounts between reps mid-year and keeps the numbers whole: dating every move, splitting each moved account's year-to-date and remaining expectation, adjusting quota by the same amount on both sides, and the identity that proves the company's total did not change. With a worked example of three moves and the reconciliation after them.
16 Sept 20262 min readThree ways to set territory quotas, top-down allocation by last year's revenue, bottom-up from rep commitments, and share of potential from the ledger and the norms, what each rewards and punishes, a worked comparison on the same four territories, the identity that the quotas sum to the company target under every method, and why the third method is the only one a rep can check.
16 Sept 20263 min readA method for territory planning where every scenario adds up: the four inputs, the fairness measures, the identity that must hold before two plans can be compared, and a worked comparison of moving two reps between regions.
16 Sept 20264 min readThe difference between a segment, which describes what a customer is from fields on the master and sets which norm it is compared to, and a tier, which describes what a customer gets from the company, a cadence and an owner, set from its revenue and its gap, why the two are often confused, the rule that segments define norms and tiers define effort, how a customer moves between each, and the two mistakes, tiering by segment and segmenting by tier.
16 Sept 20263 min read