How to distribute targets across the whole hierarchy
This article provides direction on distributing targets across the hierarchy within Fullcast.
There are three distribution options:
- No Inheritance: Targets are not passed down from parents to children.
- Equal Distribution: Each child receives the same target value.
Note: This method does not consider the overall total.
- Ratio-Based Distribution: Targets are allocated based on a specific metric or field.
Example: Expense targets can be distributed based on the percentage of revenue each child contributes.
- Access your Fullcast instance and switch plans if applicable.
- Click Manage Targets on the Territories tile.
- Click the Actions button and select “Distribution” from the dropdown menu.
- Select the appropriate distribution method (e.g. “Do Not Distribute,” “Equally,” or “Ratio Based on a Field”) from the Distribution Method dropdown menu.
- Select the appropriate nodes to exclude from the distribution from the Exclusion List dropdown menu.
- Click the “Apply changes effective from” box to enable it and select the appropriate start date.
- Click the Redistribute button to apply the changes.
