Targets Schedule Adjustments

The purpose of this article is to provide information regarding schedule adjustments for targets. 

Schedule Adjustments

Schedule adjustments provide a mechanism for modifying monthly target breakdowns based on various factors that may influence the achievement of those targets. There are two primary types of schedule adjustments:

Manual Adjustments

Manual adjustments are discretionary modifications made by an executive or sales manager. These adjustments are typically based on subjective factors and ground-level conditions that may not be easily quantified. This type of adjustment offers flexibility in adapting targets to specific circumstances.

Ramp-Based Productivity Adjustments

Ramp-based productivity adjustments are driven by the individual's performance and their progression towards full productivity. These adjustments are often expressed as a percentage of the monthly quota, reflecting the individual's ramp-up period. For instance, a ramp adjustment might be 0% in the initial months of the fiscal year, gradually increasing to 100% in subsequent months, indicating that the individual has reached full productivity.

Adding Target Schedule Adjustments

1. Access your Fullcast instance and switch plans if applicable. 
2. Click Manage Targets on the Territories tile. 
3. Locate the appropriate target and click the More Options icon (three vertical dots) then select View Details/Edit from the dropdown menu. 

4. Click the target’s Action button and select Edit target details from the dropdown menu. 
5. On the Target Details screen, scroll down to adjustments and click to expand. 
6. Click the Add Schedule Adjustment button and select Productivity Profile or Manual Adjustment. 
7. Review the adjustment and click Confirm. 

8. Click Apply. 

The adjustment is applied to the target as configured. 

Additional Resources

Create a Timeseries Target

Create a Scalar Target