The Org Chart can be used to visualize your sales team's hierarchy built using the Team Designer. Here, you can view and group your people across different dimensions.
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Figure 1. Org Chart Layout
Chart: This visual representation of your organization provides you with additional options to adjust the fiscal year or remove the chart.
Create a Chart: This button allows you to create charts for your org.
Actions Menu: Provides additional options to create a chart, view audit logs, or change view.
Tools Menu: These options allow you to refresh the org chart, edit the org chart, download the org chart, and adjust the reporting fiscal year.
Search Bar: Allows you to search your org chart for specific users.
Org Chart: Visual representation of your organization’s structure.
To create an Org Chart:
Access your Fullcast instance and switch to the appropriate plan.
Click Organization Chart on the Teams tile.
Click the pencil icon to edit an existing chart.
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Figure 2. Example Org Chart Settings
Drag and drop dimensions into the fields provided.
Option | Description |
|---|---|
Unique ID | Refers to the people deepest within the team hierarchy (e.g., Name, ID). |
Parent Unique ID | Refers to the person one level higher in the team hierarchy (e.g., Manager). |
Name | Refers to the names of your team members. |
Orientation | Refers to the chart’s orientation style which could be top, bottom, right, left, top-left, bottom-left, right-top, or left-top. |
Caption | Refers to a brief caption under each person’s tab in the org chart (e.g., job title, email, AE region). |
Metrics | Refers to metrics. |
Select Plot when you are done with configuring the Org Chart Builder.