Fullcast for Revenue Leaders - Seven Key Tasks
Collaboration between RevOps and Revenue Leaders is critical to successful go-to-market planning and execution - particularly when it comes to territories. This article provides a quick introduction to seven key tasks that support the territory management workflows of Revenue Leaders.
Overview
The videos in this resource are sequenced according to the way many Revenue Leaders become acquainted with Fullcast. That is, you typically are reviewing a territory plan that your Ops team has built out, then work to manage them year round as teams change and the market evolves. These resources don't address the functionality required to build your go-to-market. Instead, we keep a narrow focus centered around the needs of Revenue Leaders.
| Video Title | Contents | Time Requirement |
| Navigating Fullcast as a Revenue Leader | First Login, Overview of App Navigation, Selecting a Plan, Navigating a Territory Plan, Pinning Summary Metrics, Column Chooser, Show Ultimate Parents Only Button, Help | 3 min |
| Viewing Accounts in Your Territories | Filtering and Searching for Accounts, Understanding the Unassigned node | 3 min |
| Viewing Coverage Assignments | The Coverage tab in a Territory Plan, Filtering and Searching for Assignments, Inherited, Active, TBx Tags | 3 min |
| Using Coverage Reports | Reports Tab - Folder and Dashboard Basics, Searching and Filtering in the Coverage Report | 2 min |
| Setting Up the Balancer Chart | Locating the Balancer Chart, Configuration of the Balancer - Dimensions, Measures, Primary/Secondary Axis | 3 min |
| Reviewing Proposed Changes | Meaning of the Yellow Dot, Toggling between Current, Proposed, and Difference Views, Using Grid Columns to Understand Changes | 3 min |
| Proposing Account Moves | Manually Moving Accounts, Using Named Types, Using Notes | 6 min |
Videos
NOTE: If the videos look blurry, try to select the HD playback option by using the settings (⚙️) icon in the player. If that doesn't work, try viewing the videos directly on YouTube.