General UI Navigation

To help you navigate around the application, let's get you oriented to the common user interface elements.

Navigating to the Modules

The Design application consists of the Segments, Teams and Products Modules. To navigate between these modules, use the steps below:

From the menu on the top bar:

  1. Click on the Design menu.
  2. Select the module to which you want to navigate.

General Designer UI Layout

Note: the below screen is of Fullcast's Segmentation Designer, but the layout is similar across the other modules.

The general design contains the following sections:

  1. Current Designer - This section displays the current designer you are in.
  2. Go-to-Market Hierarchy - This section displays the main hierarchical organization within each designer. Depending on the designer you are in, this section displays how you are organizing the relevant go-to-market aspect.
Designer
Go-To-Market Dimension
Organizing

Segmentation Designer

Customer Segments

Customers

Team Designer

Workforce Plan

Sales Team

Product Designer

Product Plan

Products

Channel Designer
(Coming Soon)

Channels Design

Partners

  1. Selected Node in the hierarchy & View - When you are working in the designer, all changes are tracked in a "proposed" state until the changes are committed. This allows you to design various "what if" scenarios until you are satisfied and commit the changes into the plan.
View
What you see

Current View

In this view you see the current state of the design before the changes were made. This is reflective of the currently "committed" design. The metrics and data displayed on the screen reflects the current state.

Proposed View

In this view you see the proposed state of the design. The metrics and data displayed on the screen reflects the proposed state.

Difference View

In this view you see only the changes being proposed. This is the difference between the current state and the proposed state. The metrics and data represent only the difference between these two states. This view is greatly useful for seeing the impact of the proposed changes to the design.

  1. Team Quick View - This component shows a quick summary of the key individuals involved, and it assigns the selected node in the hierarchy you are currently designing. Keeping this view front and center allows you to figure out who you need to collaborate within the design of this particular aspect of the go-to-market design.
  2. Helpful Metrics Panel - Metrics are a key element in all planning scenarios. The helpful metrics panel is a configurable set of metrics that you can "pin" on the screen so that they are always refreshed in real-time to indicate the current node you are looking at. Each user is able to customize this panel with whatever metrics are suitable for them.
  3. Details Grid - The grid contains the details of the entities you are organizing within the designer. See the table in (2) above. The data is organized in a familiar spreadsheet format with all of the capabilities of being able to search & find, pivot & group, export out, etc. See the section on Details Grid for more information on the functionality in the grid itself.

General Designer Navigation

The following navigational items on the menu helps you maneuver around the different functionality within the app.

  1. Hierarchy Operations - This menu allows you to create, edit and delete hierarchy elements and adjust the views. See the section on Hierarchy Operations for more details.
  2. Charting - This icon gives you access to the charting and reporting capabilities. Please see the section on Charting for more details.
  3. Collaboration - This icon gives you access to the collaboration environment. Please see the section on Collaboration for more details.
  4. Help - This icon directs you to this site for help and assistance. You can also file a support request from the home page.
  5. Main Menu - This is the main navigational menu that is used to navigate between modules (Design, Rhythm, and Motion). If you can't see a module in the menu, this means you have not been provisioned for this module.
  6. Design Tabs - These tabs give you access to the various aspects of designing the specific go-to-market segment/team/product/channel. There are three core design functionalities that can be accessed through these tabs:
  7. Details Grid - The first tab gives you access to the details of the items associated with the specific go-to-market node. Depending on which module you are in you will see the appropriate tab with details of the selected node you are looking at.
  8. Targets - The second tab gives you access to the target setting or goal setting process. See Targets section for more details.
  9. Assignments - The third tab gives you access to the coverage planning or assignments capability. See the section on Assignments for more details.
  10. Balancer- The last tab is an optional tab that is available in the segmentation designer to quickly balance territories.

Accessing Help

Click on to access this help site from the application. This will give you access to this site.

Charting & Reporting

Click on to access the charting functionality in the application.

See the section on Charting Basics for more details.

Collaboration

Click on to access the collaboration functionality.

See the section on Collaboration for more details.

Managing the Real Estate on the Screen

You can collapse the left hand hierarchy navigation to give you more real estate on the screen. This will allow you to plot charts on the entire width of the screen and see more columns on the grid.

General UI Navigation


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.