Territory planning you won't dread

83% of sales teams design territories with spreadsheets. Plans go stale. Some reps feast while others fight for scraps. Gradient Works generates fair plans in minutes, with AI reasoning.

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The annual carve is a crisis waiting to happen

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Traditional territory planning runs on spreadsheets and takes weeks — and that's when nothing changes. Requirements shift mid-carve. Headcount changes. A manager leaves. You rebuild from scratch.

  • Some reps sit on territories packed with high-potential accounts they can't possibly work. Others fight for scraps.
  • Plans are outdated before reps ever start working them.
  • Leadership alignment takes as long as building the plan — defending one option instead of choosing from several.
  • New headcount or a sudden departure can trigger a full re-carve at any time, with no runway to do it right.

Fair territories 5x faster. Just say the word.

Gradient Works replaces spreadsheets with a conversational AI. Tell Carve what you need — headcount, verticals, fairness constraints. It generates a plan with documented reasoning for every assignment.

Run multiple scenarios in the time it used to take to build one. Present options to leadership instead of defending a single spreadsheet. When reps push back, you have the data to answer them.

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What customers say

"Our VP of Sales was pleased. I showed him three separate carves so he was able to choose the version he liked most. This was a HUGE bonus being able to let the VP choose and not needing to manually carve it."

Head of Revenue Operations, Attentive

"I've carved territories the last 10 years, right? It's never fun. It's something I want to basically eliminate from my job. But after using Carve: I'm looking forward to doing my next carve."

Palen Schwab, Head of Revenue Operations, Liquibase

"For a two-person team like ours, we can now do things at a level and scale that would usually take a 5, 6, or 7-person RevOps organization."

Parker Tipton, Head of Field Ops, Forter

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Results from teams like yours

For RevOps

Territory planning 5x faster, on average. SPINS cut 3 days to a couple of hours. Attentive cut two weeks to a single afternoon.

For sales leaders

Present 3–4 scenarios instead of 1 plan. Every account assignment comes with documented reasoning reps can't argue with.

For lean teams

Forter's 2-person RevOps team handles territory work that would typically take a 5–7 person org.

Territory planning, end to end

Fair territories require more than a good carve. Gradient Works connects account scoring, territory planning, book management, and routing into one workflow — so your plan holds up in production.

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Territory planning FAQs

What is sales territory planning?

Sales territory planning is the process of deciding which accounts each rep or team is responsible for. Most teams do this annually, carving accounts by geography, industry, or company size — then assigning ownership in Salesforce. Gradient Works replaces this with a data-driven process that starts with account fit scores rather than arbitrary segments.

How does Gradient Works approach territory planning differently?

Most territory planning starts with geography or headcount and works backward. Gradient Works starts with account fit — Market Map scores your entire account universe by similarity to your best customers first, then Carve uses those scores to design territories where high-fit accounts get dedicated coverage and low-fit accounts don't consume equal rep capacity.

What is Carve?

Carve is Gradient Works' territory design product. It lets RevOps and Sales Strategy build, model, and compare territory scenarios — then push the final design into Salesforce without manual data wrangling. Territories built in Carve are grounded in account fit scores and hand off directly to Bookbuilder for ongoing execution.

How often should territories be replanned?

Most teams rebuild territories annually, but changes in headcount, market focus, or company strategy often require mid-year adjustments. Carve makes replanning fast enough that it doesn't have to be a once-a-year event — scenario modeling and Salesforce pushes happen in hours, not weeks.

Build your territory plan today

Try Carve free and see how long your next territory carve actually takes.