Using data to direct important business decisions is a fundamental part of Sales Operations. In order to optimize your work in fullcast, it's important to understand the data types we support and some terminology we use in the app.
In Working the Details Grid, we discussed the different functions in the Details Grid and how to deal with account data. The Details Grid is configurable, and shows information pertaining to records in a hierarchy. Each designer serves a different purpose, and shows data pertaining to the central entity.
The fields represented in the Details Grid are used for sales planning or tracking to plan. It's important to have only some selected fields in the grid for effective data visualization and sales planning.
|Territory Designer||Team Designer||Product Designer|
|Examples of Common Field Data We Integrate||- Billing Zip Code|
- Account Parent
- Company Revenue
- No. of Employees
- Account Industry
- No. of Open Opportunities
|- Role Title|
- Role Start Date
- Employee ID/Names
|- Product ID/Name|
- Product Type
We can pull in this data from your HR, financial, and CRM systems and integrate into fullcast for planning and executing your go-to-market strategy. For more information, contact your GrowthOps Business Partner or submit a support request.
If you’re not using a particular feature of fullcast, you may not need to use a particular object (e.g., product) in fullcast.io.
Custom Data Types & Metrics
Based on your needs, your GrowthOps Business Partner can customize unique fields and metrics that pertain to your planning process. Submit a support request for help.
To know about some default data types and metrics we support, read more below.
Data fields are made from the columns in your data source. Each field is automatically assigned a data type (such as integer, string, date, boolean, or custom data type).
Integer - 1,2,3 (numerical value)
String - any text value (e.g. name of an account)
Date - time
Boolean - having one of two possible values (e.g. yes/no, true/false)
In your onboarding process, your GrowthOps Business Partner will work with you to set up different metrics that align with how you execute your go-to-market strategy. There are two types of measures/metrics:
- Time Series - where the metric is reported on a specific time interval, and able to be broken
down this way e.g. sales per month.
- Scalar - where the metric is not time-based e.g. number of prospects in a territory.
These two metric types are extremely important to understand. As mentioned in the Using the Summary Metrics Panel section, summary metrics are configurable as long as you have provided us with data to support them. For example, for us to show a time-series metric on a specific object, there must be a date field associated to it.
For information on how to customize metrics in the app, click here.
Updated 8 months ago