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Prerequisites

Before using scenarios and recommendations, ensure you have:
  • Admin or RevOps access to your PG:AI organisation
  • At least one territory with accounts and a published scoring model
  • Recommended: Enrichment, criteria, jobs, and employee groups configured (these feed the recommendation engine)

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Overview

Scenarios let you create what-if versions of a territory. You model changes - reassign accounts, adjust allocations - without affecting the live territory. AI-powered recommendations suggest where to focus based on scores, rep capacity, and geography.

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Creating a Scenario

1

Open a territory

Open an existing territory.
2

Create a new scenario

Create a new scenario from the territory (via menu or action button). The scenario inherits the territory’s accounts, scores, settings, and data.
3

Name the scenario

Give the scenario a descriptive name (e.g. “Q3 Rebalance - Option A”, “New Rep Model”).
The scenario is now a sandboxed copy you can modify freely.

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Working with Scenarios

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Override Account Assignments

Within a scenario, you can reassign specific accounts:
  • Move accounts between reps
  • Remove accounts from the scenario
  • Add accounts that aren’t in the base territory
Overrides only affect the scenario - the live territory is unchanged.

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Generate AI Recommendations

Trigger the AI recommendation engine to suggest:
  • Which accounts should be prioritised
  • How to rebalance account assignments across reps
  • Where geographic proximity could improve coverage
Recommendations are based on:
  • Scoring model outputs (account scores)
  • Rep capacity (how many accounts each rep can handle)
  • Geographic distance (proximity between rep and account locations)
  • Current coverage gaps

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Review and Act on Recommendations

Each recommendation can be:
  • Accepted - the suggested change is applied to the scenario
  • Declined - the suggestion is dismissed
You can accept or decline individually, or use bulk actions to process many recommendations at once.

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Scenario Summary

Review a summary showing:
  • Changes made vs. the base territory
  • Recommendations accepted vs. declined
  • Impact on score distribution and coverage

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Applying Scenario Changes

Once you’re satisfied with a scenario:
1

Review the scenario summary

Verify all changes and their impact.
2

Apply changes

Apply the scenario changes back to the live territory.
3

Confirm

The live territory updates with the new assignments and settings.
This is a one-way operation - once applied, the live territory reflects the scenario. Create a new scenario if you want to continue modelling.

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Common Configurations

Quarterly territory rebalance:
  1. Clone the current territory as a scenario
  2. Generate AI recommendations
  3. Review and accept/decline
  4. Share scenario summary with sales leadership for approval
  5. Apply to live territory
New rep onboarding:
  1. Create a scenario to model adding a new rep
  2. Let AI recommend which accounts to reassign
  3. Check geographic proximity for the new rep’s location
  4. Apply once approved
Annual planning:
  1. Create multiple scenarios with different allocation strategies
  2. Compare scoring distributions and coverage across scenarios
  3. Pick the best option and apply

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Troubleshooting