Manually Adjust Target Schedules
A sales manager may need to make adjustments to the target schedule for various reasons.
Steps to Adjust Target Schedule
- Access your Fullcast instance and switch plans if applicable.
- Click Manage Targets on the Territories tile.
- Drill down to the applicable territory.
- Click the Targets tab and locate the target you want to adjust.
- On the Target Details screen, click the Adjust Target button and choose the appropriate option: Start with Tops Down, or Start from Scratch.
- Make applicable adjustments and click Apply.
- View the adjusted target in the Tops Down vs. Bottoms Up tab.