Use case
Use case3 min readBy The Data Workers Team

Territory and quota planning data, run by agents

Territory and quota rebuilds take weeks every fiscal year and break dashboards in between. Here is how Data Workers runs it instead.

Key takeaways

  • •The problem today. Territory and quota rebuilds take weeks every fiscal year and break dashboards in between.
  • •What changes. Agents version hierarchies, restate history, re-scope access and hold comp-affecting changes for approval.
  • •What stays with your people. Quota and comp: they set people's pay.
  • •The result. The new year starts on the first day.

The problem today

Territory and quota rebuilds take weeks every fiscal year and break dashboards in between.

What changes with Data Workers

Agents version hierarchies, restate history, re-scope access and hold comp-affecting changes for approval.

The workflow: Pipeline Building agent (generate_pipeline) → Quality Monitoring agent (run_quality_check) → Data Access & Governance agent (provision_access) → Autonomous Data-Conductor (request_governance_review).
Fig. 1:The workflow: Pipeline Building agent (generate_pipeline) → Quality Monitoring agent (run_quality_check) → Data Access & Governance agent (provision_access) → Autonomous Data-Conductor (request_governance_review).

The workflow, step by step

  1. 1.The Pipeline Building agent calls generate_pipeline and versions territories.
  2. 2.The Quality Monitoring agent calls run_quality_check and ties bookings to finance.
  3. 3.The Data Access & Governance agent calls provision_access and re-scopes seller access.
  4. 4.The Autonomous Data-Conductor calls request_governance_review and holds for sales ops.

The impact metrics we move

  • •Fiscal-year reset: from about a month to 3 h
  • •Access re-scoped: from about a week to 10-15 min
  • •Bookings restated: from about 2 weeks to ~1 h
Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.
Fig. 2:Time to complete, current practice (black) vs. with Data Workers (green). Illustrative.

What goes on autopilot

  • •Hierarchies are versioned, so comparisons survive.
  • •Access follows territories, so sellers see their book.

Where your people stay in charge

Quota and comp always go to a named approver, because they set people's pay. Everything starts at L1, observing only, and autonomy rises only on evidence.

The pilot

  • •Scope. The territory reset as a mission.
  • •First week. Agents run at L1, observing only, and show the fixes they would have made, with receipts.
  • •By week two. The routine work above runs on its own; anything sensitive stays with a named approver.
  • •At day 30. We review the impact metrics against your baseline:
  • •Fiscal-year reset: from about a month to 3 h
  • •Access re-scoped: from about a week to 10-15 min
  • •Bookings restated: from about 2 weeks to ~1 h
  • •Cost. Start with a pilot ($7,500 one-time, credited in full against the first year). Scale is from $1,000 a month and Enterprise from $3,000 a month, billed annually, with unlimited seats, no usage meter and no markup on model spend. See pricing.

Related: The sales and revenue page · The full team playbook

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