Platform releases in 2026 are for enhancements and various minor bug fixes to the Fullcast UI.
August
10 August 2026
New Track the position each person holds over time · Assignments
Define the positions your people hold, for example Account Executive, Senior Account Executive, or Business Development Representative, on the new Positions page in Settings, then associate each position with the plans that use it. Positions are authored once for the whole tenant, so you do not recreate them plan by plan.
Choose where positions come from: read them from an existing field such as a Salesforce title, or manage a curated list in Fullcast. A preview shows the detected values, how many people hold each one, and any blanks, before you commit.
Assign a person to a position for a date range from the People detail view. Fullcast keeps the full position history, so a promotion or a mid-year move is recorded rather than overwritten.
Set targets by position instead of role. Choose roles or positions when you set up a target, then distribute top-down or bottom-up as you do today. Person targets follow the position each person held in the period, including positions carried over from earlier fiscal years.
Pay commissions by position. Crediting rules and compensation plans accept a position as the payee criteria, position-based splits can be edited and removed, and the commissions ledger stores role and position separately — showing the position name, position ID, and target value on each entry so you can trace a payment back to the position that earned it.
Position columns in the employee grid and a position audit log show who changed what and when. Import, export, and bulk edit handle position targets, and large position imports complete instead of timing out.
Retiring a position is guarded: Fullcast blocks it while people are still assigned, rejects overlapping and same-day date ranges, and locks editing on positions that are already in the past.
New Raise and resolve commission disputes in Fullcast · Commissions
Sales reps can question a commission from the ledger and follow it on My Support Requests, attaching files and linking the records the question is about.
Support agents work the queue in the Agent Console: claim an issue, reassign it, mention any Salesforce or tenant user with an @ mention, and see the full activity trail. Reopening a resolved issue is logged and shows the issue it came from.
Role permissions decide who can raise a dispute, who administers the queue through the new Admin tab, and which requests each person sees.
New Run your plans on your own fiscal calendar · Platform
Define the fiscal years your plans run on under Application settings then Time periods: name the year, set its start date, and pick a structure — standard calendar, the 4-4-5 family (4-4-5, 4-5-4, 5-4-4), or the 13-period family. The calendar you define applies across the platform, so targets, capacity, and commissions all read the same periods.
Turn on a 53rd week for a 4-4-5 year or a balancing fifth week for a 13-period year, and every period, quarter, and the year-end date recalculate as you change it.
Check the structure before you save. A period strip shows each period under its quarter, and a banner names the computed end date and flags a year that does not add up.
Closed years open read-only, so past periods stay intact.
New See where an account, person, or product sat on any past date · Hierarchy
Every move of an account into a territory node, a person into a team node, or a product into a product group is recorded as a permanent, dated event, kept per plan.
The record survives the deletion of the account, person, product, or the node it sat in, so commissions and audits can still be traced years later.
In the history grid, the status column stays visible when you toggle audit entries, and audit details now show the full change instead of an empty result.
Improvement Hierarchy creation and rerun rules finish cleanly · Hierarchy
Creating a unique hierarchy now completes instead of failing partway.
Creating a hierarchy, moving records, and rerunning rules no longer stop with an error.
Improvement External client app setup catches a missing instance URL · Salesforce Integration
Setting up a Salesforce external client app now stops you from continuing with an empty Instance URL, instead of accepting it and failing later in the connection.
08 August 2026
Enhancement Token refresh support for your Salesforce connections · Salesforce Integration
Salesforce now requires each connected application to refresh its own access token on its own schedule. On the Integrations page in Settings, the Fullcast app and the data integration are set up as two separate connections, and each one issues and refreshes its own token to meet that policy — so your connection renews itself instead of expiring and interrupting imports and exports.
Because the two connections are independent, re-authorizing one leaves the other connected.
03 August 2026
New Delete saved reports · Reporting
Remove a saved report you no longer need from the three-dot menu in the report view, or from the report card on the Reports tab. Before the report is deleted, a confirmation shows its name and how many dashboards it will be removed from, so you can see the impact.
Deletion is permanent and clears the report from every dashboard and shared link at once. Only report owners, organization admins, and users with delete permission see the option.
Improvement Salesforce external client app connections stay connected · Salesforce Integration
Connecting Salesforce through an external client app (ECA) now completes reliably, fixing a case where authorization could fail or redirect without finishing.
Your connection stays authenticated through quiet periods and renews on its own: refresh tokens rotate automatically, a 30-day idle window keeps sessions from dropping, and Proof Key for Code Exchange (PKCE) protects the sign-in flow.
July
28 July 2026
Improvement Draw plans can be deleted from Achieve · Commissions
Deleting a draw plan from the Achieve section now completes, so a plan created in error no longer stays in the list.
15 July 2026
Improvement Account moves from a file work with boolean Account ID columns · Territory Planning
When you map the Account ID column to a boolean field in Move accounts from file, the move now completes instead of failing with
Move failed. Please try again.String and numeric columns were already supported; boolean columns now work the same way.
13 July 2026
New Send documents for approval and signature with multiple approvers and signers · Commissions
Route a document through multiple approvers and a final signer in a set order, with approvers, signers, and carbon copy (CC) recipients handled as separate roles instead of one combined list.
Track every participant in a Multiple Signers Status view opened from the document recipients grid, including sent, viewed, signed, declined, and bounced states with timestamps from Adobe Sign.
Change the assigned approver, and add or remove CC recipients, during document setup without starting over.
When a main approver declines, the document stops instead of moving on to the signer, and the same person cannot be added as signer, approver, and CC recipient at once.
Document emails show a unique recipient name alongside the document name, and people assigned through a role appear by name instead of email address.
Improvement Targets views stay put and are simpler to read · Targets
Your display choices in a target's summary view, the period (for example, monthly or quarterly) and the number format, now stay in place after you edit a target and come back, instead of resetting to monthly and full amount.
A new Rounded option under Full Amount rounds target values to the nearest whole number for a cleaner read.
Bulk editing targets now uses standardized selection menus, and the redundant Adjust target and Bulk adjust targets options have been removed to cut clutter.
The Edit configuration details action is now named Edit target settings so the label matches what it does.
Improvement Raw table reports stay visible while editing a chart · Reporting
In dashboards, a raw table report no longer disappears when you edit the chart or plot next to it.
11 July 2026
Enhancement A redesigned Settings area · Platform
The Settings area now uses a left sidebar instead of tabs, and sections expand and collapse, so you move between them in fewer clicks.
A new Access tab under User settings brings authentication controls into one place.
A new Integrations page groups your connected applications, with clearer controls for adding an application and revoking access.
User management corrections: last login now shows in your own time zone, editing a user no longer surfaces unexpected details, and users with role-based access no longer hit an error on the Policies tab.
Improvement A more consistent navigation experience across Plan · Platform
Breadcrumbs now show the correct path across Plan, Reports, dashboards, and report folders, so you always know where you are and can step back reliably.
Grids, menus, and toolbars display correctly on the territory, teams, products, hierarchy, and policy pages, with no more cut-off text or overlapping controls.
Expanding and collapsing dashboards, hierarchies, and settings sections now works consistently, and roles save correctly the first time you edit them.
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 supportsANDconditions. 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,
2026-02-08returnsFebruary.
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, andTARGETto 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.