Coverage reporting is a critical aspect of building your go-to-market plan as it assesses how effectively a team is engaging with its target market. It involves analyzing data on customer segments, geographic territories, and sales activities to identify gaps, overlaps, and opportunities for improvement.
To create a Team coverage report:
Access your Fullcast instance and switch plans if applicable.
Click Manage Team Coverage on the Teams tile.
Click the Actions button in the top right corner and select Create a Chart.
Figure 1. Create a Chart Callout
Select the “Coverage Report” option from the column on the far right, and input the title of the chart in the “Chart Title” field.
Note: If a name is not provided, the chart will create a name using the dimensions and measures selected.
Drag and drop the Columns that need to be displayed in the report.
Note: Coverage reports include people-based entities like assignments, people, roles, and territory.
Drag and drop filters to apply.
Select Plot.
Figure 2. Coverage Report Example
If you need to change something on your report, click the “Go Back” option in the top right corner, or click the Edit icon (pencil) on the report itself. For a more personalized view, drag and drop your columns.
Refresh, download, edit, or pin the report by clicking the corresponding icons.
Information:
When you pin a report, you will be asked to choose an existing dashboard to display it on. For more information on dashboards, refer to the Create and Manage Dashboards article.