---
title: "Territory Plan Builder"
section: "Agent store — Sales — Territory and Account Planning"
canonical_url: "https://leverge.ai/agents/sales/territory-and-account-planning/territory-plan-builder"
category: "Sales"
process: "Territory and Account Planning"
trigger: "Run on demand"
publisher: "Ailoitte Technologies Private Limited"
---

# Territory Plan Builder

Upload your account list and get territories balanced by potential rather than headcount, with each account assigned, the workload compared, and a plan document to circulate.

## At a glance

- Business function: Sales
- Process: Territory and Account Planning
- Runs: run on demand
- Run cost: 7 credits
- Uses a knowledge base: no

## What it needs

- **Account list** (file upload) — One row per account: region, industry, size, current spend, and any existing owner.
- **Planning settings** (form)

## How it works

1. Reading the account list
2. Balancing the territories
3. Writing the territory plan

## What it returns

- **Territory balance** (breakdown table)
- **Account assignments** (table of results)
- **Decisions needed** (flagged exceptions)
- **Territory plan** (markdown doc)

---

Source: https://leverge.ai/agents/sales/territory-and-account-planning/territory-plan-builder — Leverge