Coverage Reporting
This article provides information and direction about coverage reporting in Fullcast. Coverage reporting is a critical aspect of building your go-to-market plan as it assesses how effectively a team is engaging with its target market. It involves analyzing data on customer segments, geographic territories, and sales activities to identify gaps, overlaps, and opportunities for improvement.
Fullcast can handle many common scenarios when orchestrating coverage, such as dealing with reps joining or leaving your organization, going on temporary leave, or planning for new hires.
Create a Team Coverage Report
- Access your Fullcast instance and switch plans if applicable.
- Click Manage Team Coverage on the Teams tile.
- Click the Actions button in the top right corner and select Create a Chart.
- Select the “Coverage Report” option from the column on the far right, and input the title of the chart in the “Chart Title” field.
Note: If a name is not provided, the chart will create a name using the dimensions and measures selected.
- Drag and drop the Columns that need to be displayed in the report.
Note: Coverage reports include people-based entities like assignments, people, roles, and territory.
- Drag and drop filters to apply.
- Select Plot.
If you need to change something on your report, click the “Go Back” option in the top right corner, or click the Edit icon (pencil) on the report itself. For a more personalized view, drag and drop your columns.
Refresh, download, edit, or pin the report by clicking the corresponding icons.
Note: When you pin a report, you will be prompted to choose a dashboard previously created in Reports, where you want to pin the report. Select the appropriate decision center and click Confirm. For more information on dashboards, refer to the Create and Manage Dashboards article.