Manage saved views in a territory plan

Saved views helps streamline common tasks that Fullcast users conduct regularly. A saved view is a reusable configuration of the data grid that includes a specific set of columns, filters, and pinned metrics.

A saved view consists of:

Columns: The specific data columns displayed in the grid.
Filters: The filter criteria applied to the data to show a specific subset of records.
Pinned Metrics: The key metrics displayed at the top of the grid for a quick overview.

Note
The Change State toggle (Current, Proposed, Difference) is not saved as part of a view. If a specific state is critical for a task, we recommend including it in the saved view name as a reminder. For example: "Data Quality - Missing Drivers (Current)"

Create a saved view

Go to Territories > Manage Accounts.
Configure the data grid by setting your desired columns, filters, and pinned metrics.
Click Actions ⋮ .
Select one of the following options:
- Save View: To update the currently loaded view with your changes. You must be the owner of the view to use this option.
- Save View As: To create an entirely new saved view with the current configuration.
  - If you selected Save View As, a dialog box appears. Complete the following fields:
    - In the Name field, type a descriptive name.
    - To allow other users to access this view, select the Make this view available to other users checkbox.
    - Click Save.

Switch views

From the Manage Accounts screen, click the Actions menu (⋮) and select Change View.
From the list, select the view you want to load.

Note The list includes all views you have created, plus any views that other users have made available to all users.

Delete a view

Deleting a saved view is a permanent action and cannot be undone. You can only delete views that you own.

1. From the Manage Accounts screen, click the Actions menu (⋮) and select Change View.
In the list, locate the view you own and want to delete.
Click the Delete icon (🗑️) next to the view name.
A confirmation dialog will appear. To proceed, click Delete.

Common saved view examples

The following sections describe common tasks and the recommended configurations for saved views.

View Name	Task	Columns	Filters	Metrics	Notes
Monitor Territory Balance	Regularly confirm that territories remain balanced after new account assignments and other changes have been committed.	Account Name Account ID Last Activity Date Status All columns used in territory rules	None. This view typically analyzes all accounts within one or more territories.	All metrics for territory balance (e.g., Number of Accounts, Total ARR, Open Pipeline, etc.).	Toggle between Current, Proposed, and Difference views.
Review Unassigned Accounts	Identify all accounts the rules engine could not assign to a territory, excluding known exceptions.	Account Name Account ID Current Node Created Date City, State, Zip Industry Company Size Named Type Account Status	Current Node IS Unassigned Named Type IS Blank Account Status IS NOT Inactive Account Status IS NOT Closed Lost	Number of Accounts, Total ARR
Named Account & Exception Review	Provide a comprehensive list of all accounts manually assigned via the Named Type field to regularly validate these exceptions.	Account Name Account ID Owner Current Node Named Type ARR or Potential Value Last Activity Date	Named Type IS NOT Blank	Total ARR, Number of Accounts, Accounts with Recent Activity, Open Pipeline, New Pipe Created
New Account - Successful Assignment	Monitor new accounts successfully assigned by the rules engine in the last 7 days to ensure rules are working correctly.	Account Name Created Date Owner Current Node City, State Industry Company Size	Created Date IS IN Last 7 Days Current Node IS NOT Unassigned Named Type IS Blank	Number of Accounts, Total ARR, Number of Accounts with Recent Activity	Use the Current or Proposed change state, depending on your commit settings.
Data Quality - Missing Drivers	Proactively identify accounts missing the critical data points your territory rules rely on to prioritize data enrichment.	Account Name Current Node City, State, Zip Industry Company Size Named Type All other fields used in territory rules	Current Node IS Unassigned Named Type IS Blank	Number of Accounts, Total ARR	Use the Current change state. Add OR conditions for any other critical fields that may be blank.
Proposed Changes Review	Review and approve proposed territory changes, ensuring accounts are correctly assigned and balanced in the new plan.	Account Name Account ID Current Node To Node From Node Proposed On Proposed By Proposed Change Owner Modified Date	Configure filters as needed to narrow the review scope (e.g., by Proposed By or To Node).	All metrics for territory balance (e.g., Number of Accounts, Total ARR, Open Pipeline, etc.).	Use the Proposed change state.
Recent Commits	Review accounts that have had their assignments committed within a recent timeframe to ensure changes were applied correctly.	Account Name Account ID Current Node Committed On (Date)	Committed On IS IN Last 2 Days (or other desired timeframe).	Number of Accounts	Use the Current change state.