Portfolio Redistribution App
An internal planning app for ARR redistribution scenarios and handoff planning — reducing multi-day manual workflows to minutes.
The Problem
Territory planning was too manual and slow
Book rebalancing and scenario planning required days of spreadsheet work, delaying coverage decisions and impacting customer continuity.
When territory changes were needed — due to CSM departures, account growth, or strategic realignment — the planning process required manual data extraction, complex spreadsheet modeling, and days of iteration. This delayed coverage decisions and created risk during account handoffs.
The Solution
Self-service scenario planning
Automated data pipeline
Built a FastAPI backend that pulled live ARR, account assignment, and CSM capacity data from Salesforce and internal systems, eliminating manual spreadsheet updates.
Interactive scenario builder
Created a TypeScript frontend that allowed leadership to drag-and-drop accounts between CSMs, instantly seeing impact on portfolio balance, coverage ratios, and handoff risk.
Export and handoff generation
Generated structured handoff documents and CRM update scripts automatically, reducing the operational overhead of executing territory changes.
Visual Architecture
Scenario planning and redistribution flow
Results
Days of work to minutes
200+
Accounts modeled for redistribution
15
CSMs rebalanced in one planning surface
Days → Min
Planning cycle time reduced
Technology Stack