Managing Plans in Fullcast

A plan in fullcast represents a GTM strategy that the sales team wants to employ for the future or current sales year, and includes all of the functionality existing in Design, Rhythm, and Motion. Not just a single plan, fullcast gives the option to create multiple plans. Each plan represents a different GTM strategy. 

Creating a blank plan

  1. If you only have one plan in the system currently, the instance you are in is your default plan. Click on the blue button next to the header in the top-left corner. It should say the default plan name in blue.

  2. If you have multiple plans in the system already, click on the blue plan button (should say the name of the selected plan) to see the Plans Menu.

  3. Click on Add Plan on the top right. 
  4. Fill out a Name for the new plan.
  5. Click Save.

Clone an Existing Plan

In case the sales team likes to plan for the future year while still using the current "active" plan, there is an  option of cloning an existing plan and using it as a template to make adjustments on. To do so: 
  1. Go to the Plans Menu by clicking on your selected plan tab. Here you'll see all of your created plans in one view. 
  2. From the plans available in the Plans Menu, click the [...] button on the plan you'd like to clone. From the options listed, select Clone
  3. Fill out a Name for the new plan.
  4. Click Save

Managing Multiple plans

Using multiple plans to strategize the present day and the future is possible in fullcast instance. For example, user could continue making day-to-day changes in the sales plan by using the Production plan - to adjust the targets based on capacity in the Targets Tab, or reassign territories in the Assignments Tab if people leave or move within the organization.

User can use multiple plans to make adjustments for the future like aligning go-to-market strategy, and teams, redefining segments, and managing products to fit company's fiscal needs. The new plan can anytime be transformed into a Production plan after all the changes and adjustments are made by the user. 

Plans Menu

View your existing plans by clicking the blue plans button in the top left corner of your screen.
Each plan created will show up as a card in this view. The plan that is made as Production Plan will be flagged as Active in green. On the top right corner of each card, click on the three dots to access the Plans Menu options for each plan.

Edit Plans

  1. Click the Plans Menu - the three dots [...] for the plan that needs to be edited.
  2. From the dropdown menu, select Edit.
  3. On the next screen, fill in the new name of your plan and click Save.

Delete Plans

  1. Click the Plans Menu, the three dots  [...] for the plan that needs to be deleted.
  2. From the dropdown menu, select Delete.
  3. A pop-up will appear on your screen. Acknowledge the warning and type DELETE in the text box.
  4. Click Confirm to complete the action.

Click here to know about Production plan

FAQs on Plans

What happens when I clone an existing plan? 

By cloning a plan, you'll create a duplicate set of Design and Rhythm modules as the plan you selected to clone. The Motion module will be disabled for any new plans created (cloned or blank) in order to prevent any inconsistencies in the data going into and out of the CRM. 

What can I edit in my new plan?

When you clone an existing plan or create a blank one, you will be able to design and make adjustments to the Territory Designer, Teams Designer, Products Designer, and Industry Taxonomy.

Do I have to redesign Tenant Settings with each new plan?

Tenant settings available in the settings menu, including audits, jobs, users, fields, metrics are all universal across plans. You do not have to redo or adjust settings with each additional plan. Any adjustments made in the settings menu apply to ALL plans.

How many plans can I create in my instance?

A maximum of 3 plans can be created for each tenant. For access to more plans, contact your Business Partner.

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