Fairness and Weighting in Distro

Fairness and Weighting are functionalities that should help Admins better handle object distribution across teams and their respective reps.

How is Fairness Calculated?

The record distribution is even among routes, and initially, the first user in the Team will get the first record, and so on.

For example, in a scenario where a customer has two assignment rulesets and two different routes, the Team ready to receive those records has User A and User B. The distribution should be like this:

Lead 1 -> AR 1 and Route 1 -> User A

Lead 2 -> AR 2 and Route 1 -> User B

Lead 3 -> AR 1 and Route 2 -> User A

Lead 4 -> AR 2 and Route 2 -> User B

You'll notice above that the next distribution moves to User B if the Route already covered the first user in the Team (User A), even though the Assignment Ruleset (AR) is different. 

How Does the Weighting Work?

To allocate a greater distribution of meetings to specific reps, make their weight percentage more than the other users in the Team. Uneven weights will be, most likely, the reason why some reps may receive more or fewer prospects if compared to others.

For example, Mary, Joe, and Stacy have the following weights for the current month: 200%, 100%, and 100%. Suppose 60 prospects were distributed across them during the same month. 

The distribution would be 30 for Mary, 15 for Joe, and 15 for Stacy. Mary got 2x many prospects distributed to her due to the 200% weighting.

It can also work oppositely if you'd like to have reps receiving fewer meetings than others. In this case, keeping the weight lower than 100% will meet this purpose.

For example, Mary, Joe, and Stacy have the following weights: 50%, 100%, and 100% for the month, and 30 prospects were distributed. The distribution would be 6 for Mary, 12 for Joe, and 12 for Stacy. Mary got half of the prospects distributed due to the 50% weighting.

In both scenarios and examples shared above, we haven't considered that any users were on vacation, as a vacation/OOO period will impact the distribution. More details about how Distro handles vacations can be found here.

How To Update Weights?

After opening the desired router and clicking on each Route, the "Fairness" button should be visible in the Distribution Algorithm section. Fairness & Weighting will only be available for rules using the Round-Robin algorithm.

After that, your Team will be displayed, and you can handle the weight individually for each rep. By default, all reps will initially have it as 100%.

The reps weight may be reset to its default (100%) in the following scenarios:

• The Rules' algorithm was updated. For example: Round-Robin -> Ownership -> back to Round-Robin.
• The involved Team was updated in the Assignment Ruleset.
• The distribution cycle was updated in the middle of the current cycle.