Manage saved views in a territory plan

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Saved views helps streamline common tasks that Fullcast users conduct regularly. A saved view is a reusable configuration of the data grid that includes a specific set of columns, filters, column groupings, and pinned metrics.

A saved view consists of:

Note

The Change State toggle (Current, Proposed, Difference) is not saved as part of a view. If a specific state is critical for a task, we recommend including it in the saved view name as a reminder. For example: "Data Quality - Missing Drivers (Current)"

Create a saved view

  1. Go to Territories > Manage Accounts.

  2. Configure the data grid by setting your desired columns, filters, and pinned metrics.

  3. Click Actions ⋮ .

  4. Select one of the following options:

    • Save View: To update the currently loaded view with your changes. You must be the owner of the view to use this option.

    • Save View As: To create an entirely new saved view with the current configuration.

      • If you selected Save View As, a dialog box appears. Complete the following fields:

        • In the Name field, type a descriptive name.

        • To allow other users to access this view, select the Make this view available to other users checkbox.

        • Click Save.

Switch views

  1. From the Manage Accounts screen, click the Actions menu (⋮) and select Change View.

  2. From the list, select the view you want to load.

Note The list includes all views you have created, plus any views that other users have made available to all users.

Delete a view

Deleting a saved view is a permanent action and cannot be undone. You can only delete views that you own.

  1. From the Manage Accounts screen, click the Actions menu (⋮) and select Change View.

  2. In the list, Find the view you own and want to delete.

  3. Click the Delete icon (🗑️) next to the view name.

  4. A confirmation dialog will appear. To proceed, click Delete.

Common saved view examples

The table below describes common tasks and the recommended configurations for saved views.

View Name

Task

Columns

Filters

Metrics

Change State Toggle

Monitor Territory Balance

Regularly confirm that territories remain balanced after new account assignments and other changes have been committed.

Account Name

Account ID

Last Activity Date

Status

All columns used in territory rules

None. This view typically analyzes all accounts within one or more territories.

All metrics for territory balance (e.g., Number of Accounts, Total ARR, Open Pipeline, etc.).

Current

Review Unassigned Accounts

Identify all accounts the rules engine could not assign to a territory, excluding known exceptions.

Account Name

Account ID

Current Node

Created Date

City, State, Zip

Industry

Company Size

Named Type

Account Status

CurrentNode IS Unassigned

NamedType IS BLank

AccountStatus IS NOT Inactive

AccountStatus IS NOT ClosedLost

Number of Accounts

Total ARR

Current or Proposed, depending on your Auto rerun rules setting

Named Account & Exception Review

Provide a comprehensive list of all accounts manually assigned via the Named Type field to regularly validate these exceptions.

Account Name

Account ID

Owner

Current Node

Named Type

ARR or Potential Value

Last Activity Date

NamedType IS NOT Blank

Total ARR

Number of Accounts

Accounts with Recent Activity

Open Pipeline

New Pipeline Created

Toggle between Current, Proposed, and Difference views.

New Account - Successful Assignment

Monitor new accounts successfully assigned by the rules engine in the last 7 days to ensure rules are working correctly.

Account Name

Created Date

Owner

Current Node

City, State

Industry

Company Size

CreatedDate IS IN Last 7 Days

CurrentNode IS NOT Unassigned

NamedType IS Blank

Number of Accounts

Total ARR

Number of Accounts with Recent Activity

Use the Current or Proposed change state, depending on your commit settings.

Data Quality - Missing Drivers

Proactively identify accounts missing the critical data points your territory rules rely on to prioritize data enrichment.

Account Name

Current Node

City, State, Zip

Industry

Company Size

Named Type

All other fields used in territory rules

CurrentNode IS Unassigned

NamedType IS Blank

Add OR conditions for any other critical fields that may be Blank.

Number of Accounts

Total ARR

Use the Current change state.

Proposed Changes Review

Review and approve proposed territory changes, ensuring accounts are correctly assigned and balanced in the new plan.

Account Name

Account ID

Current Node

To Node

From Node

Proposed On

Proposed By

Proposed Change

Owner Modified Date

Configure filters as needed to narrow the review scope (such as ProposedBy or ToNode).

All metrics for territory balance (such as Number of Accounts, Total ARR, Open Pipeline, etc.).

Use the Proposed change state.

Recent Commits

Review accounts that have had their assignments committed within a recent timeframe to ensure changes were applied correctly.

Account Name

Account ID

Current Node

Committed On (Date)

CommittedOn IS IN Last 2 Days (or other desired timeframe).

Number of Accounts

Use the Current change state.