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
600 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 | 149 | 104 | 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 | 167 |
| 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 |
|---|---|---|---|---|
| Solstice Metrics Strategic · NA | named account Sam Okoro | No rule matched | Solstice Metrics is a named account owned by Sam Okoro; rules do not apply.Explanation
| 25d ago Signal.Created |
| Sable Systems Strategic · NA | named account Sam Okoro | No rule matched | Sable Systems is a named account owned by Sam Okoro; rules do not apply.Explanation
| 26d ago Signal.Created |
| Monarch IO One Strategic · NA | named account Sam Okoro | No rule matched | Monarch IO One is a named account owned by Sam Okoro; rules do not apply.Explanation
| 41d ago Signal.Created |
| Evergreen Metrics Strategic · NA | named account Sam Okoro | No rule matched | Evergreen Metrics is a named account owned by Sam Okoro; rules do not apply.Explanation
| Sep 3, 2026 Signal.Created |
| Hollow Labs Strategic · APAC | named account Sam Okoro | No rule matched | Hollow Labs is a named account owned by Sam Okoro; rules do not apply.Explanation
| Aug 29, 2026 Signal.Created |
| Evergreen Dynamics Strategic · NA | named account Sam Okoro | No rule matched | Evergreen Dynamics is a named account owned by Sam Okoro; rules do not apply.Explanation
| Aug 19, 2026 Signal.Created |
| Lattice IO Digital Strategic · LATAM | named account Sam Okoro | No rule matched | Lattice IO Digital is a named account owned by Sam Okoro; rules do not apply.Explanation
| Jun 26, 2026 Signal.Created |
| Driftwood AI Strategic · EMEA | named account Sam Okoro | No rule matched | Driftwood AI is a named account owned by Sam Okoro; rules do not apply.Explanation
| May 13, 2026 Signal.Created |
| Timber Data Strategic · NA | named account Sam Okoro | No rule matched | Timber Data is a named account owned by Sam Okoro; rules do not apply.Explanation
| Apr 28, 2026 Signal.Created |