When you build a target whose formula references other targets — for example, combining a New Business target and an Expansion target — you can choose Preserve Monthly Values as the schedule type. This pulls each month's value directly from the source targets instead of redistributing the combined annual total across months using a schedule template.
Use this option any time your source targets have ramp schedules, seasonal distributions, or any custom monthly breakdown you want to carry forward exactly into the combined target.
Select Preserve Monthly Values
Note
This option is only available when the target's formula consists entirely of referenced targets. If the formula includes any scalar math operations — for example, multiplying by a growth factor like × 1.3 — the Preserve Monthly Values option will not appear in the Schedule dropdown.
Create or edit a combined target whose formula references other targets (for example: Target: New Business + Target: Expansion).
In the Schedule section, open the schedule type dropdown.
Select Preserve Monthly Values.
Click Save.
Fullcast automatically populates each month with the sum of the referenced targets' values for that month. The monthly breakdown matches the source targets exactly — no redistribution occurs.
Tip
Example: Your New Business target has a ramp schedule with lower Q1 values because reps are ramping. Your Expansion target has a seasonal spike in Q3. When you combine them with Preserve Monthly Values, the combined target reflects both of those distributions month by month — exactly as each source defines them.