Attainment Report Use Cases

This article provides information and directions for the six supported use cases you can utilize with Fullcast’s Attainment report. 

Intended Audience

Revenue Operations, Managers, Revenue Strategy

Attainment Report Use Cases

The attainment report provides insights into how well you are meeting goals in various areas. This report can be used in both the territories and teams sections. Here are six common scenarios where you can use this report. 

Target and Attainment (by current node)

This use case outlines the parameters for showing the performance of a specific metric against a defined target over a period of time. 

1. Access your Fullcast instance and switch plans if applicable. 
2. Navigate to the appropriate node and click the Actions button in the top right corner. 
3. Click Create a Chart and click “Attainment Chart” on the right chart type panel. 
4. Click to expand Product Group Dimensions. 
5. Drag and drop the “Time period” option into the Dimension field. 
6. Click to expand Measures. 
7. Drag and drop Actuals by Month, and Target by Month into the Measures field. 
8. Select the appropriate target from the dropdown menu and click Confirm. 
9. Drag and drop the “% Completion by Month” option into the Timeline field. 
10. Add filters if applicable. 
11. Click Plot. 

Role-Based Target Association

This use case aims to identify and display all individuals indirectly linked to a specific target through role assignments. By associating targets with roles and assigning people to these roles, we can visualize a comprehensive network of individuals connected to a particular target. 

1. Access your Fullcast instance and switch plans if applicable.
2. Navigate to the appropriate node and click the Actions button in the top right corner. 
3. Click Create a Chart and click “Attainment Chart” on the right chart type panel.
4. Click to expand People Dimensions. 
5. Drag and drop the “Name” option into the dimension field. 
6. Click to expand Target Measures. 
7. Drag and drop the “% complete by target” option to the Measures field. 

8. Click Plot. 

Attainment by Person (direct) Teams Module

This use case aims to identify and display all individuals directly and indirectly linked to specific targets. For direct targets (person-level), we will directly associate individuals with the target. For indirect targets (higher-level), we will identify individuals through role-based assignments.

1. Access your Fullcast instance and switch plans if applicable. 
2. Navigate to the appropriate node and click the “Actions” button in the top right corner.
3. Click “Create a Chart” and click “Attainment Chart” on the right chart type panel.
4. Click to expand People Dimensions. 
5. Drag and drop the “Name” option into the Dimension field.
6. Click to expand Targets Measures.
7. Drag and drop the “% completion by target” into the Measures field. 

8. Click Plot. 

Attainment by Percent Completion

This use case provides a visual representation of target attainment by percentage completion. 

1. Access your Fullcast instance and switch plans if applicable. 
2. Navigate to the appropriate node and click the “Actions” button in the top right corner. 
3. Click Create a Chart and click “Attainment Chart” on the right chart type panel.
4. Click to expand Territory. 
5. Drag and drop the “% completion” option to the Dimensions field. 
6. Click to expand Targets.
7. Drag and drop the “% completion by target” option into the Measures field. 

8. Click Plot. 

Target Amount Carried by TBx Users

This use case aims to visualize the distribution of target coverage across different assignment types (TBH, TBT, TBR). The chart will highlight the portion of the target that remains unassigned.

1. Access your Fullcast instance and switch plans if applicable. 
2. Navigate to the appropriate node and click the “Actions” button in the top right corner. 
3. Click Create a Chart and click “Attainment Chart” on the right chart type panel.
4. Expand the Territory options. 
5. Drag and drop the “Time Period” option into the Dimensions field. 
6. Expand the Target options.
7. Drag and drop the “Target Amount” option into the Measures field. 

8. Click Plot. 

Amount of Target Uncoverd (i.e. No Coverage):

This use case requires a chart to illustrate the amount of the target that has not been assigned to individuals in TBH, TBT, or TBR roles. By identifying the uncovered portion, we can understand the gap in resource allocation and potential areas for improvement.

1. Access your Fullcast instance and switch plans if applicable. 
2. Navigate to the appropriate node and click the “Actions” button in the top right corner. 
3. Click Create a Chart and click “Attainment Chart” on the right chart type panel.
4. Expand the Territory options. 
5. Drag and drop the “Time Period” option into the Dimensions field. 
6. Expand the Target options.
7. Drag and drop the “Target Amount” option into the Measures field. 

8. Click Plot.