Platform release notes 2026

Platform releases in 2026 are for enhancements and various minor bug fixes to the Fullcast UI.

July

03 July 2026

New Access Fullcast through an AI assistant · Platform

Connect an AI assistant to Fullcast through the new Model Context Protocol (MCP) server and work across your go-to-market plan in natural language.
Query live territory, hierarchy, target, commission, and policy data, and run coverage analysis, metrics, and reports on demand without building spreadsheets.
Manage territories and hierarchies end to end: create them by field, bucket, geography, or SmartPlan, rerun rules, and review changes with proposed-then-commit and undo controls.
Run bulk operations by file or directly through the server, including moving accounts, people, and products, managing assignments and end dates, and setting team managers.
Reach commissions, crediting, ledgers, roles, documents, audit history, jobs, the knowledge base, and multi-currency conversion from the same interface.

June

30 June 2026

Improvement Move accounts from file applies the right values and respects permissions · Territory Planning

Accounts marked Named Exception in your file now keep that type in the destination territory, instead of appearing as Named Account after the move.
After you remove account IDs from a saved CSV and re-import it, those rows are no longer flagged as still missing.
The territory node dropdown on the move page now loads its options instead of appearing empty.
Read-only users can no longer start a move from file, so the action follows Account Operations permissions.

29 June 2026

New Move accounts to territories from a file · Territory Planning

Bulk-move accounts to territory nodes by uploading a CSV, removing the previous ceiling of about 500 accounts per manual action — move thousands in a single pass.
Find it under Move accounts from file in the territory node's actions menu, available on every node including Unassigned.
A guided four-step wizard handles upload, column mapping (auto-detected), row-by-row validation with clear errors and warnings, then the move.
Large files process in the background and notify you when they finish; invalid rows are skipped and an error file is available to fix and re-import.
Respects permissions, so read-only users cannot move accounts.

23 June 2026

New Quota view in Effective Headcount · Capacity Planning

Toggle the Effective Headcount Details outputs between Productivity and Quota.
New Annual Quota and Attainment columns on each line help you reconcile the hiring plan against the quota it carries.

Enhancement Custom ramp dates populate an editable Assignment Start Date · Capacity Planning

When a ramp profile uses a custom date, that date now fills in the Assignment Start Date and stays editable as the source of truth for active period, ramp timing, and productivity.

Improvement Productivity profiles stay consistent across Effective Headcount · Capacity Planning

Role and Productivity Profile selections in Inputs now flow automatically to attrition rows, removing manual cleanup.
Changing or importing a profile reliably updates Annual Productivity and the monthly schedule; Required Headcount and Gap calculate from productivity as expected.
The Details table now flags when a model uses manually set assumptions instead of an imported profile.

Improvement Reliable scenario and model duplication · Capacity Planning

Duplicating an Effective Headcount model or scenario now carries over imported productivity and references between assumptions, so Details load correctly instead of showing "Invalid Inputs."

22 June 2026

Enhancement Assignment name and role are read-only · Assignments

When editing an assignment, User Name and User Role are now read-only, preventing accidental reassignment.

April

29 April 2026

New New Quota Report · Reporting

A new Quota Report type gives you a consolidated view of target quotas across your organization.
Build reports against quota data using the same report builder you already use for other report types.
Apply filters to narrow your Quota Report to specific rows.

New Distribute targets · Targets

Distribute a target across child nodes of your hierarchy from a single parent definition, making it easier to roll out targets across teams without editing each node individually.

Enhancement Preserve Monthly Values schedule type · Targets

A new Preserve Monthly Values schedule type is available for monthly formula target aggregation.
Formula targets can now aggregate while preserving the underlying monthly values from referenced targets.
Reference targets with zero values are now handled correctly under this schedule.
Cross-module referenced scalar targets now return the correct target type.

Improvement Targets enhancements · Targets

A default exclude filter is now applied automatically when creating a bottoms-up target.
Deleting a target now shows a spinner and tooltip so it is clear the delete is in progress.
A parent label has been added to unassigned entries, and a target no longer appears in its own target dropdown.

20 April 2026

New Team hierarchy for compensation plans, crediting rules & document groups · Commissions

Organize compensation plans, crediting rules, and document groups by your team hierarchy.
A collapsible left panel lets you browse and filter commissions objects by hierarchy node; its state is saved in your preferences.
Read and ReadWrite permissions can be assigned per role at specific hierarchy nodes for granular access control.
Clone compensation plans, crediting rules, and document groups across hierarchy nodes.
Deleting a node with associated objects now warns that all linked data will be removed.

Enhancement Customize column labels in commissions report · Commissions

Rename column labels within a commission's report without altering the underlying field names.
Falls back to the default field name when no custom label is defined.

Enhancement Standardized permissions for Commissions · Commissions

Users without permission now see an Access Denied message instead of being silently redirected.
Crediting rules, compensation plans, ledger, and custom tables links are always visible in the navigation menu.
Default access for commissions actions changed from Hidden to ReadOnly, aligning with other modules.

Improvement Compensation plan processing performance · Commissions

The commission processing period can now be selected independently from the target period.
Period-level data is persisted during crediting rule processing for more accurate calculations.
Year-to-date targets are fetched via a dedicated metric-based API, improving speed on large datasets.

13 April 2026

Enhancement OR condition support in commission report filters · Commissions

Create multiple filter groups connected by OR, where each group still supports AND conditions. For example, filter for [Product = A] OR [Region = West] to retrieve records matching either criteria.

01 April 2026

Enhancement Scalar target start and end dates · Targets

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.

March

25 March 2026

Improvement Reports UI enhancements · Reporting

Bar charts on metric widgets can display full values via a new dropdown toggle.
Filter directly from the column header, and clear all active column filters at once.
Column alignment is preserved when dragging and reordering columns.
Exit on the Edit Report screen no longer resets to the current fiscal year.
Rename metric widget display names; hover a widget name to see the full name.
Export reflects records visible in the grid (max 10k in view, 250k in export).
When filters return no data, the grid shows "no data" instead of clearing.
Currency and attainment metrics now display exact values with comma-separated formatting.

21 March 2026

New Account Mix for Smart Plan · Territory Planning

A new Account Mix balancing criteria is now available in Smart Plan.
Define custom account mixes by attribute (industry, tier) with 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 supply, respects territory limits, and ensures each group totals 100%.

Enhancement Auto-recalculate top-down and bottom-up targets · Targets

Formula-based targets automatically recalculate when dependencies change, including referenced target value updates and adjustments.
Enable or disable automatic recalculation.

Enhancement Inclusive rerun rules for Named Accounts & Named Exceptions · Routing

Auto rerun rules now use an inclusive model with clear control over which account types are included when rules are triggered.
The UI now shows checkboxes — Include in Rerun: Named Accounts / Named Exceptions — replacing the previous dropdown.

Improvement Capacity planning details · Capacity Planning

New Revenue Gap metric in Effective Headcount Details shows monthly and total shortfall between required and current revenue capacity.
Separate Gap rows (excluding vs. including new hires) let you verify whether your hiring plan closes the gap.
New Required Carried Quota calculation gives visibility into quota capacity across all periods.
Attrition rows can be assigned a Role, Productivity Profile, and Annual Productivity.
Edit Assignment Start Dates for current headcount directly in the Details tab.
The Carried Quota section header was renamed to Productivity (calculations unchanged).

Improvement Hierarchy navigation · Hierarchy

The system no longer refreshes back to the All Companies level when you perform operations on hierarchies, targets, or assignments.

10 March 2026

Enhancement Currency Identifier Date Field · Commissions

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.

February

27 February 2026

Enhancement Currency conversion in exported commissions reports · Commissions

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

19 February 2026

New DATE() function on calculated fields · Commissions

Use the DATE() function in calculated fields to manipulate different combinations of date expressions within a function.

Improvement Switch to external client app from connected app · Salesforce Integration

New tenants must add Fullcast to Salesforce as an external client app to import/export data. Connected app is no longer supported for new connections.
Existing connected-app connections continue to work, but migration to the external client app is recommended.
If an existing connection breaks (sandbox refresh, credential changes), migration to the external client app is required.

16 February 2026

Enhancement Calculated field reuse across crediting rules and plans · Commissions

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

Enhancement Bulk edit payees on crediting rule transactions · Commissions

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.

Enhancement Edit adjustment ledger entries · Commissions

You can now edit adjustments created in the commissions ledger.

11 February 2026

Enhancement Per-transaction, per-person adjustments · Commissions

Specify and override commission split percentages and quota retirement percentages at the payee level for each transaction.

09 February 2026

New MonthNameFromDate calculated field type · Commissions

Displays the name of the month as a string based on a date field. For example, 2026-02-08 returns February.

03 February 2026

Enhancement Custom date range support in METRIC() · Commissions

Select a static date or a date field from a dropdown in the METRIC() formula section.
The selected range fetches values for the specified metric.

January

27 January 2026

New Enhanced adjustment workflows · Commissions

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 ledger now supports adjustments, bonuses, draws, clawbacks, payouts, accruals, reserves, and true-ups.

Improvement Transaction and commission processing performance · Commissions

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

05 January 2026

New Dynamic tiers · Commissions

Use dynamic formulas and quantifiers like LOOKUP, METRICS, and TARGET to determine commission percentages instead of a static value.
A new formula quantifier, LookUpTiers, was added.
Define tiers dynamically based on quota attainment percentage; configure as literal or formula-based.
New fields available in reports, ledger, and settings: Quota Att Post %, Quota Att Post Amount, Quota Att Pre %, Quota Att Pre Amount, Tier Source.

Enhancement Multi-currency settings in Entities & Fields · Commissions

Configure currency settings for commissions and creditingTransactions entities in Entities & Fields.
Group and filter by currency type to see breakdowns across transactions in the ledger.
Toggle between user currencies in the ledger to verify amounts across global teams.

Documentation Index