The Target Report is a report type in Fullcast Plan that pulls territories, the people assigned to them, and their targets into a single table. Use it to audit who is assigned to which territory and what quota or goal they carry — without leaving the platform.
Create a target report
Target Reports are available in the Territories, Teams, and Products modules. The targets you can include depend on which module you're in — territory targets are only available when building the report from Territories, and so on.
Go to the Reports section in Fullcast Plan.
Click New Report.
Under Report type, select Target Report.
Add columns by selecting fields from any of the four available entities: Territories, Teams, or Products (depending on your module); Assignments; Targets; People.
Choose how to display target values: monthly, quarterly, or annually.
Click Save.
What you can do with a target report
Audit a rep's quota — confirm the right person is assigned to the right territory with the right target.
Review targets against territory metrics like bookings potential or number of accounts.
Replace external spreadsheets you've been maintaining to do this audit work.
Note
If your report exceeds a certain size threshold, Fullcast displays a warning letting you know it may take longer to load. This is expected behavior for large data sets.