An internal planning app for ARR redistribution scenarios and handoff planning — reducing multi-day manual workflows to minutes.
Before / After
Book rebalancing and scenario planning required days of spreadsheet work, delaying coverage decisions and impacting customer continuity.
Before · The Problem
When territory changes were needed — due to CSM departures, account growth, or strategic realignment — the planning process required manual data extraction, complex spreadsheet modeling, and days of iteration. This delayed coverage decisions and created risk during account handoffs.
After · The Solution
Live operating data, an interactive scenario builder, and generated handoff artifacts moved the planning workflow into one surface where leaders could model changes before executing them.
Scenario Trace
The scenario planning and redistribution flow is organized around one auditable movement rather than a generic systems diagram.
Baseline
A FastAPI backend pulls live ARR, account assignment, and CSM capacity data from Salesforce and internal systems, eliminating manual spreadsheet updates.
Move
A TypeScript frontend lets leadership drag and drop accounts between CSMs instead of rebuilding the plan across spreadsheets.
Compare
Each move immediately shows the impact on portfolio balance, coverage ratios, and handoff risk so multiple saved scenarios can be compared before execution.
Execute
The selected scenario generates structured handoff documents and CRM update scripts automatically, reducing the operational overhead of executing territory changes.
Results
200+
Accounts modeled for redistribution
15
CSMs rebalanced in one planning surface
Days → Min
Planning cycle time reduced
Implementation