Fullcast allows you to create different types of reports in the Design App. Use the right-hand panel in the Chart Builder to select the type of chart you want to create. But first, let's go over each type of chart one by one.l
Want to jump straight into building reports?
Report on raw entities related to the core object of the designer you are using. For example, in the territory designer, you can report on all entities related to the "account" object. In the teams designer, you can report on all entities related to the "people" object.
The list of entities available changes based on the type of chart you're building and must be supported by underlying data. For more help on data integration within the Design App, consult your Business Partner.
Below is an example of a basic chart:
Create a table that allows you to summarize a measure by entities in both rows and columns. An example is shown below:
Report on any aspect of the go-to-market hierarchy (e.g., the territory or team hierarchy) and the related targets and assignments. Look at the example below:
Create a table for summarizing your go-to market hierarchy and the related assignments and targets. An example is shown below:
Create reports summarizing the assignments and coverage plan for your company. This can be used to visualize assignments and roles for people by hierarchy, for example.
Create a list of all accounts for each role or person to see what they are responsible for. Portfolio reports come in handy when the same person is assigned to accounts at multiple nodes in the hierarchy. An example is shown below:
See the difference between selected entities across metrics of your choice.
The reporting capability in fullcast is not meant to be a replacement for your data warehouse or business intelligence platform. It is meant to aid in the planning process, not to provide a big data analytics platform. If needed, you can extract data from the fullcast.io platform and put that into your data warehouse for more detailed reporting.
Compare metrics across different territories using Comparison Charts. View numbers impacted by your proposed changes against your current plan by manipulating the chart as so.
Updated over 2 years ago