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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

IssueLikely CauseFix
Recommendations not generatingScoring model not published or insufficient dataPublish a scoring model and ensure enrichment is complete
All recommendations suggest the same changesLimited variation in scoresReview scoring model - rules may need more signals
Scenario changes not applying to live territoryConfirmation step missed or insufficient permissionsEnsure you have admin access and confirm the apply action
Geographic recommendations seem wrongRep locations not configured or account locations incompleteCheck that location data is enriched for accounts