When you’re in the Design Module in Fullcast, The Segmentation Panel is always on your left. This panel is essential as you develop your go-to-market plan. It helps you visualize how levels nest within each other.
Video: The Segmentation Panel (1 Min. Video)
Note: We’re in he process of transitioning to a new UI and will refresh this video soon! In the meantime, you may refer to these notes for a rundown of the primary differences in the current and previous UI.
In a complete go-to-market plan, clicking on a higher-level territory, it will expand to show all the lower-level territories beneath it. And it works the other way around too: lower-level nodes group up under their higher-level territories.
Note that when you click on a Node in the Segmentation Panel, you will see its name appear at the top of the grid pane. Selecting a node displays that node's data in the grid.
Also, keep an eye out for the yellow dot – it's your sign that there are changes awaiting your final commitment. This simple indicator is a helpful reminder to review and finalize any pending adjustments. There’s more to this that we’ll talk about later.