Create different types of charts or reports to view data specific to your GTM strategy.
There are two places where you can create reports from:
Module: Create a temporary report from Manage Accounts, Team Organization, or Manage Products based on that module’s data. Reports created from a module’s Action menu are not saved unless you pin the report to a dashboard.
Dashboard: Create a report from a Reports dashboard with access to all available data. The report is saved to the dashboard it was created from.
Create a report from a dashboard
In Fullcast, go to Reports.
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Select the folder you where you want to save the report.
Select the dashboard where you want to save the report.
Click Add Chart.
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Use the chart designer to configure the report.
Create a report from a module
Use this option to create temporary reports from the Actions menu in Manage Accounts, Team Organization, or Manage Products module. When you create a report from a specific module, you only have access to data and report types specific for the data in that module.
Note
Reports are not automatically saved when you plot the report. You must pin the report to a specific dashboard to save the configuration. If you exit the report view without pinning the report, you will lose the report configuration.
Go to the appropriate module (Territories, Teams, or Products) > (Manage Accounts, Team Organization, or Manage Products).
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Click Actions and select Create a Chart.
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Use the chart designer to configure the report.
Select a chart to design
On the right side of the chart designer, select the chart type you want to create.
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Refer to the appropriate process for each chart type to complete the configuration:
Type
Description
Use data imported from the CRM to build charts with the raw entities (CRM data) and the GTM entity of that plan.
Example: From territories data source, report on all entities related to the account object. In the teams data source, report on all entities related to the people object.
Build charts with the GTM entities and the CRM object that is relevant to that plan or create tables that summarize your GTM hierarchy and the related assignments and targets.
Example: In a territory plan you can report on the account object and in a team plan, you can report on the people object.
Visualize assignments and roles for people by hierarchy,
Example: Table of AEs by territory
Use portfolio reports to view all accounts in all the nodes a person or role is assigned to.
Example: Table with columns for territory, AE name, account name, tier, bookings potential
View and compare commissions earned across different territories, and track and analyze forecasted commissions against your revenue and quota targets. You can also monitor and assess pipeline sufficiency to ensure future commission goals are met. Generate detailed reports on individual deal performance and payout statements.
Example: Individual deals closed, including the deal name or ID, with specific commissions rates applied to that deal and the commissions earned.
Create a report that displays how proposed changes would impact key metrics. View the current state, the proposed changes, or the difference between the current and proposed.
Compare the same metric across select territories. Customize the chart to view numbers impacted by your proposed changes against that plan.
Example: Number of tier A accounts in a given territory vs any other territory
Build a chart displaying targets and how far people are from achieving them.
Example: AE quota attainment by quarter.
Build a chart that displays the state of your data at a glance.
Example: Completeness of zip code data.
Display fields, values, and metrics overlaid on a map.
Example: Heatmap of number of tier A accounts across all the US sales territories
Build a simple chart to view data related to the scenario planner or capacity planning.
Click Plot.