---
schema_version: "1"
id: ea15f93a190a1c9369f4448a7e389e338fea29a955eeafe15a15a7c856e97242
title: Distributing Units Based on Your Company’s Metrics
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_design_units.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_units.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7367e340b6a987295825fb563abe7debc5986693ee4d7ecf7e438b54766e45a9
description: Determine the value of accounts and reveal potential opportunities when you create formulas to better evaluate and customize the makeup of your territories. Weigh and compare accounts based on metrics that align with business priorities in Territory Planning. Then, distribute units based on your metrics and formulas during optimization.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Distributing Units Based on Your Company’s Metrics

Determine the value of accounts and reveal potential opportunities when you create formulas to better evaluate and customize the makeup of your territories. Weigh and compare accounts based on metrics that align with business priorities in Territory Planning. Then, distribute units based on your metrics and formulas during optimization.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></td></tr></tbody></table>

- **[Considerations, Guidelines, and Examples for Calculating Metrics](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_units_guidelines.htm&release=264.0.0&type=5)**  
    Consider formula logic and level when you calculate attributes in Territory Planning. The same attribute can produce different results depending on where it’s calculated. Put real-world examples into action when you tailor them to address your specific business requirements.
- **[Assign Units to Territories Based on Metrics](https://help.salesforce.com/s/articleView?id=sales.territory_planning_design_units_assign_to_territories.htm&release=264.0.0&type=5)**  
    Maximize your company’s unique products and services when you incorporate attributes into unit formulas in Territory Planning. Analyze territories using metrics that, for example, combine and weight fields so you can prioritize sales of one product over another. Then use those numbers to inform your sales plan and assign accounts to territories.