Deterministic account routing. Rules are data, evaluated in a fixed order, and every decision records which rules matched, which lost and why, so an owner assignment can always be explained.
Describe an account and see exactly how the live rules would route it: winner, owner, explanation and conflicts
601 lead-event assignments with an SLA over 90 days
| Rule | Assignments | Met | Late | Never touched | Still pending |
|---|---|---|---|---|---|
| SMB & mid-market → SDR pool | 264 | 216 | 43 |
Evaluated in priority order · decision counts over 90 days
| Priority | Rule | When | Assign to | First touch SLA | Owner | Decisions · 90d |
|---|---|---|---|---|---|---|
| 10 | Existing customer → Account Management Customers are expansion motions owned by AMs, even if an AE sourced them. existing-customer |
| Account Management pool Least-loaded active member | 48h | Overrides |
Open accounts vs capacity · pools assign to the least-loaded active member
| Rep | Open / cap | Utilization |
|---|---|---|
Morgan Reyes Account Management | 193 / 150 | 129% |
Lena Fischer Enterprise EMEA | 74 / 220 | 34% |
Tom Hughes Enterprise EMEA | 74 / 220 |
| 5 |
| 0 |
| Enterprise NA → Enterprise AE pool | 150 | 105 | 36 | 9 | 0 |
| Unrouted → RevOps triage queue | 92 | 83 | 5 | 3 | 1 |
| Enterprise EMEA → EMEA AE pool | 86 | 62 | 20 | 4 | 0 |
| Existing customer → Account Management | 6 | 3 | 1 | 2 | 0 |
| High-intent mid-market NA → Enterprise AE pool | 2 | 2 | 0 | 0 | 0 |
| High-intent strategic → Senior AE | 1 | 1 | 0 | 0 | 0 |
First outbound touch (email, call, LinkedIn or meeting) after the routing decision, against the SLA the winning rule promised. Accounts with no touch at all are counted separately from late ones: a late touch is a process problem, no touch is a leak.
| 10 |
| 20 | High-intent strategic → Senior AE Our best-fit, highest-intent large accounts get the senior AE immediately. strategic-high-intent |
| Sam Okoro Direct · falls back to Strategic pool | 4h | Respects | 1 |
| 30 | Enterprise EMEA → EMEA AE pool Territory rule for EMEA enterprise accounts. enterprise-emea |
| Enterprise EMEA pool Least-loaded active member | 24h | Respects | 87 |
| 30 | Enterprise NA → Enterprise AE pool Territory rule for North American enterprise accounts. enterprise-na |
| Enterprise NA pool Least-loaded active member | 24h | Respects | 168 |
| 40 | High-intent mid-market NA → Enterprise AE pool Hot mid-market accounts skip the SDR stage. midmarket-high-intent |
| Enterprise NA pool Least-loaded active member | 8h | Respects | 2 |
| 50 | SMB & mid-market → SDR pool Everything else in covered regions starts with an SDR. smb-midmarket |
| SDR Pool pool Round robin · the account id picks the seat, so a replay lands on the same rep | 48h | Respects | 275 |
| 999 | Unrouted → RevOps triage queueFallback queue Accounts no territory rule claims. A queue someone works, not an absence of an owner. revops-triage | Account Management pool Least-loaded active member | 72h | Respects | 95 |
34% |
Avery Brooks Enterprise NA | 140 / 220 | 64% |
Chris WalkerInactive Enterprise NA | 13 / 220 | 6% |
Jordan Patel Enterprise NA | 143 / 220 | 65% |
Riley Chen RevOps | 0 / — | Not routable (no capacity) |
Casey Nguyen SDR Pool | 198 / 450 | 44% |
Drew Martinez SDR Pool | 190 / 450 | 42% |
Maya Lopez SDR Pool | 147 / 450 | 33% |
Sam Okoro Strategic | 13 / 60 | 22% |
Latest 50 · expand a row to read the recorded explanation
| Account | Outcome | Rule | Why | Decided |
|---|---|---|---|---|
| Wren Data Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 10h ago Territory Sync |
| Granite Networks SMB · EMEA | assigned Maya Lopez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 12h ago Territory Sync |
| Arc Cloud Enterprise · EMEA | assigned Morgan Reyes | Existing customer → Account Management 1 conflict | Matched rule 'Existing customer → Account Management' (priority 10): account.is_customer = TrueExplanation
| 12h ago Territory Sync |
| Harbor Stack One Mid-Market · NA | assigned Morgan Reyes | Existing customer → Account Management 1 conflict | Matched rule 'Existing customer → Account Management' (priority 10): account.is_customer = TrueExplanation
| 12h ago Territory Sync |
| Spruce Pay Mid-Market · NA | assigned Drew Martinez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 12h ago Territory Sync |
| Sequoia Stack Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 12h ago Territory Sync |
| Orbit Dynamics Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 23h ago Territory Sync |
| Palisade Metrics Mid-Market · EMEA | assigned Drew Martinez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 1d ago Territory Sync |
| Forge Intelligence Strategic · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 1d ago Territory Sync |
| Vantage Dynamics Strategic · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 1d ago Territory Sync |
| Nova Stack Mid-Market · EMEA | assigned Casey Nguyen | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 1d ago Signal.Created |
| Pinnacle Metrics Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 1d ago Signal.Created |
| Cinder Robotics Enterprise · NA | assigned Jordan Patel | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 1d ago Signal.Created |
| Falcon Intelligence Global SMB · NA | assigned Maya Lopez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 1d ago Signal.Created |
| Juniper AI Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 1d ago Signal.Created |
| Umber Health Mid-Market · NA | assigned Drew Martinez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 2d ago Signal.Created |
| Nova Networks SMB · NA | assigned Maya Lopez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 2d ago Signal.Created |
| Osprey Analytics Enterprise · APAC | fallback queue Morgan Reyes | Unrouted → RevOps triage queue | No territory rule matched, so the account goes to the fallback queue ('Unrouted → RevOps triage queue'). Unrouted accounts are worked by someone rather than disappearing.Explanation
| 2d ago Signal.Created |
| Wren Dynamics Enterprise · NA | assigned Jordan Patel | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 3d ago Signal.Created |
| Quarry Metrics Mid-Market · EMEA | assigned Casey Nguyen | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 3d ago Territory Sync |
| Harbor Software Strategic · APAC | fallback queue Morgan Reyes | Unrouted → RevOps triage queue | No territory rule matched, so the account goes to the fallback queue ('Unrouted → RevOps triage queue'). Unrouted accounts are worked by someone rather than disappearing.Explanation
| 3d ago Signal.Created |
| Stratus Metrics Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 3d ago Territory Sync |
| Stratus AI Strategic · EMEA | assigned Lena Fischer | Enterprise EMEA → EMEA AE pool | Matched rule 'Enterprise EMEA → EMEA AE pool' (priority 30): account.segment in strategic, enterprise; account.region = EMEAExplanation
| 3d ago Signal.Created |
| Sequoia Works Enterprise · NA | assigned Jordan Patel | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 3d ago Signal.Created |
| Nimbus Intelligence Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 3d ago Signal.Created |
| Maple Networks Enterprise · EMEA | assigned Tom Hughes | Enterprise EMEA → EMEA AE pool | Matched rule 'Enterprise EMEA → EMEA AE pool' (priority 30): account.segment in strategic, enterprise; account.region = EMEAExplanation
| 4d ago Signal.Created |
| Verdant Logic Mid-Market · NA | assigned Drew Martinez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 4d ago Territory Sync |
| Tern Metrics Enterprise · NA | assigned Jordan Patel | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 4d ago Territory Sync |
| Tandem Intelligence Enterprise · NA | assigned Jordan Patel | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 4d ago Signal.Created |
| Cadence Cloud Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 4d ago Signal.Created |
| Tidal Works Mid-Market · NA | assigned Morgan Reyes | Existing customer → Account Management 1 conflict | Matched rule 'Existing customer → Account Management' (priority 10): account.is_customer = TrueExplanation
| 5d ago Territory Sync |
| Ledger Stack Enterprise · NA | assigned Jordan Patel | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 5d ago Signal.Created |
| Gable Health Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 5d ago Signal.Created |
| Zephyr Health Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 5d ago Territory Sync |
| Signal Intelligence Mid-Market · NA | assigned Casey Nguyen | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 5d ago Signal.Created |
| Oak Stack Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 5d ago Territory Sync |
| Tern AI Technologies Enterprise · NA | assigned Avery Brooks | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 5d ago Signal.Created |
| Cobalt Robotics Strategic · NA | assigned Jordan Patel | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 5d ago Signal.Created |
| Umber IO Mid-Market · NA | assigned Casey Nguyen | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 5d ago Signal.Created |
| Tandem Data Mid-Market · EMEA | assigned Drew Martinez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 5d ago Signal.Created |
| Aurora Intelligence Studio Enterprise · APAC | fallback queue Morgan Reyes | Unrouted → RevOps triage queue | No territory rule matched, so the account goes to the fallback queue ('Unrouted → RevOps triage queue'). Unrouted accounts are worked by someone rather than disappearing.Explanation
| 6d ago Signal.Created |
| Northwind Stack Mid-Market · NA | assigned Drew Martinez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 6d ago Signal.Created |
| Cadence Software Enterprise · NA | assigned Jordan Patel | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 6d ago Signal.Created |
| Glacier Intelligence Mid-Market · NA | assigned Maya Lopez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 6d ago Signal.Created |
| Orbit Stack Global Enterprise · NA | assigned Jordan Patel | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 6d ago Territory Sync |
| Umber Networks Strategic · NA | assigned Jordan Patel | Enterprise NA → Enterprise AE pool | Matched rule 'Enterprise NA → Enterprise AE pool' (priority 30): account.segment in strategic, enterprise; account.region = NAExplanation
| 6d ago Signal.Created |
| Lattice Systems SMB · NA | assigned Casey Nguyen | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 6d ago Signal.Created |
| Vireo Systems Mid-Market · EMEA | assigned Maya Lopez | SMB & mid-market → SDR pool | Matched rule 'SMB & mid-market → SDR pool' (priority 50): account.segment in mid_market, smb; account.region in NA, EMEAExplanation
| 6d ago Signal.Created |
| Wander Analytics Enterprise · EMEA | assigned Lena Fischer | Enterprise EMEA → EMEA AE pool | Matched rule 'Enterprise EMEA → EMEA AE pool' (priority 30): account.segment in strategic, enterprise; account.region = EMEAExplanation
| 6d ago Signal.Created |
| Ridge Labs Technologies Mid-Market · APAC | fallback queue Morgan Reyes | Unrouted → RevOps triage queue | No territory rule matched, so the account goes to the fallback queue ('Unrouted → RevOps triage queue'). Unrouted accounts are worked by someone rather than disappearing.Explanation
| 7d ago Signal.Created |