Create a Timeseries Target
This article provides instructions for creating a timeseries target in Fullcast. A timeseries target is a goal set over a specified fiscal year.
Creating targets involves four basic steps. The flow of target creation is shown in the figure below
Create a Timeseries Target
- Access your Fullcast instance and switch plans if applicable.
- Click Manage Targets on the Territories tile.
- Locate the appropriate node and click the Add button.
- Complete configuring the target based on the information in the table below:
| Option | Action/Description |
| Target Name | A unique identifier for the target. |
| Type | Select timeseries. This is where the target is typically broken down into a month-by-month schedule. |
| Actuals | The “Actuals” metric allows you to track performance against targets. |
| Fiscal | The fiscal year that the target is for. |
| Start Date | The date this target started. This field’s value cannot be changed. |
| End Date | The date this target is set to end. This field’s value cannot be changed. |
| Role | All targets must be assigned to a specific role, and when a person is assigned to that role – they would inherit the target. |
| Split Type | If multiple people of the same role are assigned to the same node (territory), a split target divides the target evenly; whereas, an overlay target will assign each person the same full target value. |
| Group | A label is used to group targets for easy representation. This has no impact on functionality. E.g. In a compensation plan, targets are usually measured under various categories. |
- Optionally, check the box “Automatically distribute the target to child nodes” and assign a default distribution amount if applicable.
Note: The “Automatically distribute the target to child nodes” option will automatically assign a specified amount of target to any new node that is created. You can set a default distribution amount that will be applied to all new nodes. If automatic distribution is not enabled, you can choose from three standard distribution options: “Do not distribute,” “Distribute equally,” or “Ratio based on field.” See the Distribute Targets article for more information. This is primarily used for bottom-up quota setting.
- Configure the target’s goals using the drag-and-drop method with metrics or by inputting a static amount.
- Click to expand the Schedule section.
- Click the Add Schedule button and select Seasonality, Rule of 78, or Manual Schedule.
- Click to expand the Adjustments section.
- Click the Add Schedule Adjustment button and select Productivity Profile (bottoms up) or Manual Adjustment (tops down).
- Review the adjustment and click Confirm.
Note: Adjustments allow for the modification of monthly target breakdowns based on various factors. There are two types of adjustments: Manual and Productivity Profile. For more information refer to the Target Schedule Adjustments article.
- Click to expand the Distribution section.
- Select Do not distribute, Equally, or Ratio based on field.
- Click Save.
Your target has been created as configured.