PERFORMANCE-TO-PLAN TRACKING

KEEP TRACK OF THE METRICS THAT MATTER

Fullcast is the only plan-to-performance software that enables users to perform forecasting, track sales performance, and act on insights by automatically syncing to Salesforce with a single push.

Zones Case Study: Achieving RevOps Balance with Fullcast

With a goal of optimizing the way territories and resources were being allocated, Zones looked to Fullcast to help it achieve balance while performing intricate bottom-up planning.

Get Actionable RevOps Insights at Your Fingertips

Fullcast isn’t just your typical sales forecast management software. Create and monitor dashboards to track performance, anticipate issues, perform scenario modeling, and manage all things RevOps, all within a single platform.

Create Unlimited Dashboards

There’s no limit to how many custom dashboards you can design with Fullcast. Build multiple dashboards to monitor all aspects of your sales operations, all organized into folders of your creation.

Track Progress at All Levels

Hold your sales managers accountable and track progress at both the individual and team level by uncovering performance issues that may not be visible in the pipeline.

Customize Dashboards for Each User

Configure unlimited, custom dashboards for all your stakeholder roles (CRO, CFO, VP sales, VP sales ops, HR, etc.) to display the performance information most important to them.

Identify Potential Hurdles

Don’t fail to attain your sales plan for a reason you didn’t see coming. Track and analyze KPIs to understand sources of plan drift and instantly determine which action to take to get back on course.

Perform “What If” Planning

Easily compare the impact of any plan changes against your existing plans so you can understand whether your decisions are achieving the results you are looking for.

Visualize Your Plans

Create charts and reports to get a deeper visual understanding of your sales team’s performance and share your findings with other team members.

Push Your Dashboard Contents Directly to Salesforce

Predetermine the rules of engagement and make changes to your sales strategy within your Fullcast dashboard, then automatically deploy them to Salesforce with one-touch implementation.

Make Strategy or GTM Changes at Any Time

Instead of waiting for your annual planning session to make operational and strategy changes, Fullcast gives you an everyday tool that enables you to plan and execute your GTM continuously.

See the Data You Need and Nothing You Don’t

By allowing you to fully customize your dashboard, Fullcast helps you cut to the chase and get the info you need without flooding you with data you don’t.

OUR SUCCESS STORIES

Frequently Asked Questions

Can I share my plans, models, etc. with colleagues for collaboration?

Yes! Since Fullcast is cloud-based, it’s super easy to share all of your plans and data with whomever you choose. No more digging through your files for the right spreadsheet—it’s all there on the Fullcast platform.

Will my data and strategy information be secure with Fullcast?

Your data and confidential company strategies will always be completely safe with Fullcast. We take our clients’ security very seriously, and we’ll always take whatever precautions necessary to ensure that your data remains safe.

Do I need any additional software to integrate with Salesforce?

Nope! It’s easy to connect Fullcast to your existing Salesforce accounts (or any of our current integration partners). Just follow the guidelines provided in the platform and contact the Fullcast team if you run into any issues along the way.

How long will it take for changes to translate from Fullcast to Salesforce?

Any changes you make in the Fullcast platform will be pushed to Salesforce instantaneously. No waiting for spreadsheet updates or uploads—just the information you need as soon as you need it.

Can I assign territories based on nongeographic criteria?

You can assign territories based on any firmographics that make sense for your business. Geographic location is just one of the many criteria you can use to sort and assign territories. You can also assign territories based on size, industry, budget, and more.

Will changes in Salesforce (sales, pipeline changes, etc.) be reflected back to Fullcast automatically?

Yes! Two-way integration means that any changes that occur within Salesforce will also be sent to Fullcast, so you can plan your strategy with confidence, knowing that you’re working with the most up-to-date sales data possible.