Platform release notes 2026

Customize column labels in commissions report

• Rename column labels directly within a commission’s report without altering the underlying field names in entities or data models.

• Falls back to the default field name if no custom label is defined.

Team hierarchy for compensation plans, crediting rules, and document groups

• Compensation plans, crediting rules, and document groups can now be organized by your team hierarchy.

• A collapsible left panel lets you browse and filter commissions objects by hierarchy node. The panel is hidden by default and its state is saved in your user preferences.

• Read and ReadWrite permissions can be assigned per role at specific hierarchy nodes, giving you granular access control over commissions data.

• You can now clone compensation plans, crediting rules, and document groups across hierarchy nodes.

• Deleting a hierarchy node that has associated objects now displays a warning that all linked data will also be removed.

Compensation Plan processing performance improvements

• The commission processing period can now be selected independently from the target period, giving you more control over when and how commissions are calculated.

• Period-level data is now persisted during crediting rule processing, enabling more accurate and detailed calculations.

• Year-to-date targets are now fetched via a dedicated metric-based API, improving calculation speed for large datasets.

• The confirmation for processing commissions now only shows available open periods for selection.

Standardized permissions for Commissions

• Users without permission to a commissions page now see an Access Denied message instead of being silently redirected or having navigation links hidden.

• Crediting rules, compensation plans, commissions ledger, and custom tables links are now always visible in the navigation menu, making the full module structure discoverable to all users.

• Default access for commissions actions has changed from Hidden to ReadOnly, aligning with the standard used by other modules.

Scalar target start and end dates

• You can now set or modify start and end dates for scalar targets.

• A person can receive a new target on a new team with its own start and end dates.

Reports UI enhancements

• Bar charts on metric widgets now display full values—a new dropdown option lets you enable or disable full value display.

• Filter directly from the column header.

• Column alignment is now preserved when dragging and reordering columns in reports.

• When you click Exit on the Edit Report screen, it no longer resets to the current fiscal year.

• The dashboard-level filter has been moved to the dropdown menu.

• You can hover over a metric widget name to view the full name.

• Export now reflects the number of records visible in the grid at the time of export based on active filters—you can view a max of 10k records on the report, and a max of 250k records in the export.

• You can now rename metric widget display names.

• Currency metrics and attainment metrics now display exact values with comma-separated formatting.

• When filter values return no matching data, the grid now displays no data instead of clearing the entire grid.

• You can now clear all active column filters simultaneously.

Inclusive rerun rules for Named Accounts and Named Exceptions

• Auto rerun rules now use an inclusive model instead with clear control over which account types are included when rules are triggered.

• The rerun rules UI now displays checkboxes—Include in Rerun: Named Accounts / Named Exceptions—replacing the previous dropdown.

Auto recalculate top down and bottom up targets

• Formula-based targets now automatically recalculate when their dependencies change, including referenced target value updates and adjustments.

• You can now enable or disable automatic recalculation.

Account mix for Smart Plan

• A new Account Mix balancing criteria is now available in Smart Plan.

• Define custom account mixes by attribute (industry, tier) and set percentage-based distribution targets per territory.

• Create multiple named groups, each with their own criteria, and prioritize them.

• The system calculates optimal allocation based on available supply, respects territory account limits, and ensures each group totals 100%.

Hierarchy navigation improvements

• The system no longer refreshes and returns to the All Companies level when you perform operations on hierarchies, targets, or assignments. You now remain on the selected territory page after making changes.

Reports UI improvements

• Timeline filter, level filter, and refresh icon are now located in the grid headers for a cleaner layout.

• Removed unnecessary count display from the reports view.

Capacity planning

• You can now see a Revenue Gap metric in the Effective Headcount Details view which displays the monthly and total shortfall between required revenue and your current revenue capacity.

• The Details view now displays separate Gap rows—one excluding new hires and one including them—so you can verify whether your hiring plan closes the gap.

• A new Required Carried Quota calculation is available after entering an average monthly quota for a fully ramped rep, giving you visibility into quota capacity across all periods.

• Attrition rows can now be assigned a Role, Productivity Profile, and Annual Productivity, so headcount loss is properly reflected in revenue and productivity projections.

• You can now edit Assignment Start Dates for Current Headcount records directly in the Details tab, preventing inflated baselines when someone starts mid-period.

• The Carried Quota section header was renamed to Productivity for clarity—calculations are not impacted.

• Net Ramped Resource and Productivity columns now correctly respect Assignment Start Dates for attrition rows.

• You can now set attrition to zero when no attrition is expected.

• Monthly attrition edits in inputs and outputs now reliably flow through to the details view across all edit scenarios.

Currency Identifier Date Field

• The Currency Identifier Date Field was added to the custom field configuration when you mark a field as a currency to indicate the currency conversion value based on the date from the selected field.

Currency conversion in exported commissions reports

• Converted currency now displays as a separate column in exported commissions reports.

DATE() function on calculated fields

• You can now use the DATE() function in calculated fields to manipulate different combination of date expressions within a function.

Switch to external client app from connected app

• When you newly provision a tenant, you must add Fullcast to Salesforce as an external client app to import and export data between your Fullcast instance and Salesforce.

• For all new connections—the external client app is required. Connected app will no longer be supported for new connections.

• Existing connections with the connected app will continue to be supported, however it is recommended to migrate to the external client app as soon as possible.

• If an existing connection is broken for reasons like sandbox refresh or credential changes, you will be required to migrate to the external client app.

Calculated field usage across all crediting rules and plans

• Calculated fields created in a crediting rule can be used by multiple crediting rules in any plan.

Bulk edit payees on crediting rule transactions

• Edit multiple payees on a transaction simultaneously.

• Add new payees to or delete manually added payees from selected transactions.

• Exclude payees added by the crediting engine from selected transactions.

• Change the split and quota percentages for a specific payee in a specific role.

Edit adjustment ledger entries

• You can now edit adjustments created in the commissions ledger.

Per transaction per person adjustments

• You can now specify and override commission split percentages and quota retirement percentages at the payee level for each transaction.

New calculated field column type

• The MonthNameFromDate field displays the name of the month in a string format based on the date in the DateField. For example, if the DateField is 2026-02-08, it returns MonthNameFromDate as February.

Custom date range support

• You can now select a static date or a date field from a dropdown in the METRIC() formula section in commissions.

• The selected range will fetch values for the specified metric.

Enhanced adjustment workflows

• Adjust original transaction details (deal value, products, parameters).

• Modify payee assignments and split percentages.

• Make post-calculation adjustments directly to ledger entries.

• Support for both backdated and current-dated adjustment policies.

• The commissions ledger now supports multiple transaction types beyond standard earnings calculations including: adjustments, bonuses, draws, clawbacks, payouts, accruals, reserves, and true-ups.

Performance improvements on transactions run rule and commission processing  

• Improved performance and processing for transactions, commissions ledger, currency conversion, quota relief, and adjustments.

New dynamic tiers

• You can now leverage dynamic formulas and use quantifiers like LOOKUP, METRICS, TARGET, and other formulaic operators to determine commission percentages instead of entering a static value in the Commission % field.

• A new formula quantifier, LookUpTiers, was added.

• The following variables are available for formulas:

  • User ID

  • Role Name and Role ID

  • Target ID for attainment measurements

  • Quota attainment % and amount (with and without the deal)

  • Deal amount

• Tiers source has been added to configure tiers for commissions.

• Define tiers dynamically based on quota attainment percentage.

• Tiers can be configured as literal or formula based.

• The following fields are now available for reports, commissions ledger, and settings for commissions:

  • Quota Att Post %

  • Quota Att Post Amount

  • Quota Att Pre %

  • Quota Att Pre Amount

  • Tier Source

Updates to multi-currency settings in Entities & Fields

• You can now configure currency settings for commissions and creditingTransactions entities in the Entities & Fields settings.

• Group and filter by currency types to see breakdown of totals across different transactions in the commissions ledger.

• Toggle between different user currencies in the commissions ledger to verify commission amounts across global teams.