Introduction to Reporting

Fullcast provides powerful reporting tools, specifically geared toward the needs of the go-to-market strategy and operations functions. This article gives an introduction to the types of data and charts you can create and share in Fullcast.

IN THIS ARTICLE

Why Use Reporting in Fullcast
Data Sources and Types
Chart and Report Types
Accessing Reports and Dashboards

Why Use Reporting in Fullcast

One of the biggest advantages of viewing your go-to-market data in Fullcast is that it allows you to view data broken down according to the way you go to market. As you click through territories, the data will refresh for each particular segment.

Data Sources and Types

To understand the potential of data analysis in Fullcast, it's important to know where the data is coming from and what types of data you can access.

Data Sources

What are all the potential sources of data that you can leverage through Fullcast’s charts and reports?

Raw Entities - data that is created outside of Fullcast. The most common Raw Entities are CRM data, but you can also leverage other sources of data.
Go-to-Market Entities - data that is created within Fullcast, such as Territories, Assignments, Targets, and Custom Metrics

📋For more information on importing entities into Fullcast, refer to the article Creating a New Entity in Fullcast

Data Types

The Basic and GTM chart types organize data according to the entity, object, then dimensions and measures.

Dimensions - typically text data
Measures - numeric data

Chart and Report Types

Fullcast allows you to bring data together for analysis in various ways.

Summary Metrics

Summary Metrics are calculated fields that leverage both GTM entities and Raw entities. These are constructed based on your own needs to reflect specific key performance indicators (KPIs) that your organization tracks. Some common Summary Metrics include number of accounts, ARR, and Bookings Potential.

📋For additional information on Summary Metrics, refer to the articles Summary Metrics and Add Metrics to the Summary Panel

Summary Metrics that have been pinned to the top of a Dashboard.

Charts

Charts provide a lot of flexibility to bring together the data you need to answer specific questions. You can build robust graphs or tables and customize them to meet your needs. When choosing a graph presentation, you can select which axis each dimension or measure is on, time periods, and more. You can also choose to view the data in a table.

Reports

Reports are geared to a more specific strategic task, which is indicated in the name. They have fewer inputs and provide a bit more guidance on what they can do.

📋For more details and visual examples of each type of Report and Chart, refer to the article: Understanding Different Types of Reports

📋For how-to documentation, see the articles How to Build Reports and Managing Charts

Overview of Chart and Report Types

Type	Description	Example and Additional Documentation
Basic Chart	Allows you to build charts using all the Raw Entities (e.g. Salesforce Data) and the GTM Entity of the Plan you are in (e.g. in a Territory plan, you can report on territories.)	Number of accounts by industry in each territory 📋How-to documentation: How to Use Basic Charts
GTM Chart	Allows you to build charts using the all the GTM Entities and the CRM object that is relevant to the Plan that you are in. That is, in a Territory Plan you can report on the Account object and in a Team Plan, you can report on the People object.	Open pipe by territory 📋 How-to documentation: GTM Charts
Attainment Chart	Allows you to build a chart showing Targets and how far people are from achieving them.	AE quota attainment by Quarter 📋How-to documentation forthcoming
Comparison Chart	Allows you to compare the same metric across select territories.	Number of tier A accounts in a given territory vs any other territory 📋How-to documentation: forthcoming
Data Quality Chart	Allows you to understand at a glance what the state of your data is.	Completeness of zip code data 📋How-to documentation: forthcoming
Map Chart	Allows you to display fields, values, and metrics overlaid on a map.	Heatmap of Number of Tier A accounts across all the US sales territories 📋How-to documentation: Map Charts
Coverage Report	Allows you to view coverage across territories. Example who is the AE for each territory in a segment.	Table of AEs by Territory 📋How-to documentation: Coverage Reporting
Portfolio Report	Allows you to view an individual’s portfolio of accounts.	Table with Columns for Territory, AE Name, Account Name, Tier, Bookings Potential 📋How-to documentation: Create a Portfolio Report
Disruption Report	Allows you to view how proposed changes would impact key metrics. You can view the current state, the proposed changes, and the difference between the current and proposed.	📋How-to documentation: forthcoming

Accessing Reports and Dashboards

There are a couple different places to view reports in Fullcast. While the Motion Module allows you to access all of our charts and report types and pin them to Dashboards, the Design Module also provides important reporting capabilities.

In the Reports Module

The primary place for viewing data for analysis is in the Reports Module. Here you can create Dashboards that bring together all the variety of Charts, Reports, and Summary Metrics available in Fullcast.

📋 For how-to documentation, refer to the articles

In the Territories Module

In the Territories Module, you can use the Balancer tab to create GTM charts specifically geared toward viewing and tweaking the balance of territories during the territory planning process. Additionally, you can pin Summary Metrics to your view in the Territory Designer.

The GIF above demonstrates creating a Balancer Chart displaying the number of Open Opportunities, Tier A Accounts, Tier B Accounts, and Prospects in a given segment.

📋For additional information on Summary Metrics, refer to the articles Summary Metrics and Add Metrics to the Summary Panel

📋For additional information on the Balancer Tab, refer to the article Configure Reporting in the Balancer Tab