Creating & Distributing Targets (Top-Down)

Scalar Targets: A scalar target is a structured approach to setting and tracking goals. It’s a list of numbers that gets bigger and bigger, representing different levels of success. For example, you might set a goal to increase your monthly revenu...

Two types of goals can be set for targets: dynamic and static. Static goals are fixed, unchanging targets or benchmarks that guide revenue-generating activities. When setting up a target, it is necessary to set an annual goal. Dynamic goals are targ...

The formula-based goal is a way to construct a goal based on other related variables.  Various formula variables that are available for use are described below: Constants – static values entered as a number, typically used for assumpti...

To effectively implement a top-down and bottom-up planning approach, it's essential to distribute or break down targets from higher-level (parent) nodes to lower-level (child) nodes in the organizational hierarchy. Here are some common methods for ...

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. Information : This method does not consider the overall total. ...

Access your Fullcast instance and switch plans if applicable.  Click Manage Targets on the Territories tile.  Choose the node in the hierarchy column where you'd like to distribute the target. Click the More Options icon (three ...

Target Setting in Different Fullcast Modules Fullcast offers flexible options for setting targets, allowing you to assign targets at the team, territory, or product level. Teams Module: Use this module when targets are associated with indi...