An internal planning app for ARR redistribution scenarios and handoff planning — reducing multi-day manual workflows to minutes.
The Problem
Book rebalancing and scenario planning required days of spreadsheet work, delaying coverage decisions and impacting customer continuity.
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.
The Solution
Built a FastAPI backend that pulled live ARR, account assignment, and CSM capacity data from Salesforce and internal systems, eliminating manual spreadsheet updates.
Created a TypeScript frontend that allowed leadership to drag-and-drop accounts between CSMs, instantly seeing impact on portfolio balance, coverage ratios, and handoff risk.
Generated structured handoff documents and CRM update scripts automatically, reducing the operational overhead of executing territory changes.
Results
Days→Min
Planning cycle time
Zero
Manual spreadsheet work
Auto
Handoff doc generation
Technology Stack