Sales Director Territory Balancer
Territories every rep can see are fair.
- Balances accounts and opportunity across reps
- Finds whitespace nobody is covering
- Shows the math behind each assignment
“rebalance my region's books and flag whitespace”
Surfaces issues before they become problems.
“Show me my team's quota attainment vs target for this month, by rep, and highlight who's at risk”
Gives instant visibility without building another spreadsheet
“Summarise all territory planning assistant activity from this week and tell me what needs my attention before Monday”
Condenses a week of work into a 30-second brief
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
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Initial release.
6/15/2026
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