---
title: "Fullcast for Revenue Leaders - Seven Key Tasks"
slug: "fullcast-for-revenue-leaders-seven-key-tasks"
description: "This guide provides an introduction to Fullcast for Revenue Leaders, covering key territory management tasks like navigating plans, viewing accounts, using reports, and proposing changes. "
tags: ["Expository", "Managers", "Revenue Strategy", "Beginner", "How to", "Intermediate", "Revenue Operations"]
updated: 2025-02-28T23:39:46Z
published: 2025-02-28T23:39:46Z
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Fullcast for Revenue Leaders - Seven Key Tasks

This guide provides information for sales leaders to effectively use Fullcast for territory management, focusing on key tasks like navigating territory plans, viewing accounts and assignments, using reports, and proposing changes.

#### Overview

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.

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**](/v1/docs/fullcast-for-revenue-leaders-seven-key-tasks#1-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**](/v1/docs/fullcast-for-revenue-leaders-seven-key-tasks#2-viewing-accounts-in-your-territories) | Filtering and Searching for Accounts, Understanding the Unassigned node | 3 min |
| [**Viewing Coverage Assignments**](/v1/docs/fullcast-for-revenue-leaders-seven-key-tasks#3-viewing-coverage-assignments) | The Coverage tab in a Territory Plan, Filtering and Searching for Assignments, Inherited, Active, TBx Tags | 3 min |
| [**Using Coverage Reports**](/v1/docs/fullcast-for-revenue-leaders-seven-key-tasks#4-using-coverage-reports) | Reports Tab - Folder and Dashboard Basics, Searching and Filtering in the Coverage Report | 2 min |
| [**Setting Up the Balancer Chart**](/v1/docs/fullcast-for-revenue-leaders-seven-key-tasks#5-setting-up-the-balancer-chart) | Locating the Balancer Chart, Configuration of the Balancer - Dimensions, Measures, Primary/Secondary Axis | 3 min |
| [**Reviewing Proposed Changes**](/v1/docs/fullcast-for-revenue-leaders-seven-key-tasks#6-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**](/v1/docs/fullcast-for-revenue-leaders-seven-key-tasks#7-proposing-account-moves) | Manually Moving Accounts, Using Named Types, Using Notes | 6 min |

## Videos

> [!NOTE]
> **Information:**
> 
> 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.

### 1. Navigating Fullcast as a Revenue Leader

[Intro to Fullcast for Managing Territories - Navigation - Fullcast for Revenue Leaders - Part 1](https://www.youtube.com/embed/Jz6ApyEJRWk)

---

### 2. Viewing Accounts in Your Territories

[Viewing Accounts in Your Territory - Fullcast for Revenue Leaders - Part 2](https://www.youtube.com/embed/HcWPia48BmI)

---

### 3. Viewing Coverage Assignments

[Coverage - Fullcast for Revenue Leaders - Part 3](https://www.youtube.com/embed/qmEWVOscJ5M)

---

### 4. Using Coverage Reports

[Coverage Reports - Fullcast for Revenue Leaders - Part 4](https://www.youtube.com/embed/H4bKbwqMFBA)

---

### 5. Setting Up the Balancer Chart

[The Balancer - Fullcast for Revenue Leaders - Part 5](https://www.youtube.com/embed/5wsxJa6JKo0)

---

### 6. Reviewing Proposed Changes

[Reviewing Proposed Changes - Fullcast for Revenue Leaders - Part 6](https://www.youtube.com/embed/h-lrBp_txQI)

---

### 7. Proposing Account Moves

[Proposing Account Moves - Fullcast for Revenue Leaders - Part 7](https://www.youtube.com/embed/8rVVgANviIQ)