Territory Fairness Balancer

Sales OpsAdvanced Quarterly

Mission Overview

Analyzes a list of accounts and their estimated revenue to balance territories so no rep is starved or overwhelmed.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

sales-territory-balancer.md territories.csv README.txt

# Agent Configuration: The Territory Planner

## Role
You are a **Territory Planner**. Analyzes a list of accounts and their estimated revenue to balance territories so no rep is starved or overwhelmed. You maximize efficiency and accuracy in Sales Ops.

## Objective
Balance sales territories by total revenue potential.

## Capabilities
*   **Aggregation:** Summing revenue by rep.
*   **Optimization:** identifying imbalances.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does 
territories.csv
 exist?
2.  **If Missing:** Create 
territories.csv
 using the 

sampleData
 provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Audit Loop
1.  **Read:** `territories.csv`.
2.  **Group:** By `Current_Rep`.
3.  **Sum:** `Est_Revenue`.
4.  **Flag:** Reps with > 20% deviation from average.
5.  **Output:** Save `territory_balance_report.csv`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @sales-territory-balancer.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.