Managing Plans in Fullcast

A plan in Fullcast represents a Go-To-Market (GTM) strategy that the sales team intends to implement for the current or future sales year. Each plan encompasses all the functionalities available in Design, Rhythm, and Motion. Fullcast provides the flexibility to create multiple plans, with each plan representing a distinct GTM strategy. This approach allows sales teams to explore and execute different strategies tailored to specific objectives or market conditions.

Creating a blank plan

1. Access your Fullcast instance and switch plans if applicable.

2. By default, you will land on your selected plan’s landing page. This page provides you with access to all of your tools and features. 
3. Click Manage Plans.

4. On the Manage Plans page, you can select a plan to set it as active or create a new plan. 

5. To set a plan as active, click Select on the plan’s card. 

6. To create a new plan, click the New Plan button and complete the configuration as applicable. 

Clone an Existing Plan

1. Access the Manage Plans page.
2. Locate the plan you want to clone and click the More Options icon (three vertical dots).
3. Select Duplicate.
4. Add a name and description then click next
5. Type CONFIRM (case sensitive) and click Confirm. 

Managing Multiple plans

Using multiple plans to strategize the present day and the future is possible in fullcast instances. For example, users 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.

Users can utilize multiple plans to make adjustments for the future, such as aligning their go-to-market strategy, restructuring teams, redefining segments, and managing products to meet the company's fiscal needs. Once all the changes and adjustments are made to a new plan, the user has the option to transform it into a Production plan. This transition ensures that the finalized plan is ready for implementation and execution, aligning the organization's strategies with its operational objectives.

Edit Plans

1. Locate the plan you want to edit. 
2. Click the More Options icon (three horizontal dots) and select Edit. 
3. Make adjustments as necessary and click Next.
4. Type CONFIRM (case sensitive) and click Confirm. 

Delete Plans

1. Locate the plan you want to delete. 
2. Click the More Options icon (three horizontal dots) and select Delete. 

3. Type DELTE (case sensitive) and click Confirm.

   
   
   

FAQs on Plans

What happens when I clone an existing plan? 

When you clone a plan in Fullcast, you'll generate a duplicate set of Design and Rhythm modules identical to the plan you selected to clone. However, for any new plans created (whether cloned or blank), the Motion module will be disabled. This precautionary measure ensures consistency in the data entering and exiting the CRM, preventing any potential inconsistencies.

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, and 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.