Compare portfolio changes before making the handoff.
I built an internal tool for exploring account redistribution scenarios and preparing customer handoffs when territories or team responsibilities change.
Runs onSalesforce, Google Sheets, Okta, Google Workspace. Runs on Google Apps Script.
The problem
Territory changes carry hidden risk
A territory change affects both workload and customer continuity. The tool lets the team compare possible assignments and organize the handoffs that follow.
What I built
Self-service scenario planning
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.
Input & Output
Current portfolios and proposed changes → Compared scenarios and handoff plan
What changed
Reported outcomes
The underlying measurement data is not included in this public case study.
200+
Accounts modeled for redistribution
15
CSMs rebalanced in one planning surface
Days → Min
Reported planning cycle time reduction
See how it works
Exploring redistribution scenarios
Simplified illustration of the workflow. It does not show customer data or establish the reported performance.
Technical details
Implementation and process
An internally hosted Google Apps Script app. Access runs through Okta-provisioned Google Workspace accounts, and a Google Sheet kept in sync with Salesforce feeds both the HTML interface and the board.