This guide provides four quick steps to customizing views and sharing them with others.
Whether you’re a RevOps leader who is in Fullcast daily managing multiple aspects of the GTM operations, or if you’re a sales manager who uses Fullcast to manage ongoing moves, adds, and changes of accounts, customizing your view(s) will ensure you can easily see the data you need to facilitate that work.
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Figure 1.
A saved view consists of items 1, 2, and 4 from Figure 1, and can be shared across your organization. Item 3 must be configured by each user but is sticky from one login to the next.
1. Select the summary metrics that relate to the view’s purpose and add them to the summary panel.
📋For more information about the summary metrics panel, refer to the articles Summary Metrics and Add Metrics to the Summary Panel
2. Set up the columns and filters you need in the data table (grid)
📋For more information about the details grid, refer to the article About the Details Grid
3. Select which role assignments you would like to see in the hierarchy
📋For more information about viewing role details in the hierarchy, refer to the article How to View Territories by Role Assigned
4. Save the view and determine whether to make it accessible to others in your organization
For steps on saving a view, see the video above.📋
For more information about saving views, refer to the article Managing Saved Views in a Territory Plan.