Getting Started & Core Revcast Data
I have data from prior years to add to Revcast. Can I add this for context and better planning? How?
What is a “segment”? How is it used in Revcast?
Why do you need individual employee email addresses?
Why is “Achievement Factor” (Attainment Factor) in two places (on the team and on the ramp model)?
What notifications are available in Revcast, and what do they look like?
What does "Allow Admin Access" do when inviting new users? And what are permissions/access without admin access?
What are “Employee Types” and how are they used in Revcast?
How do employee statuses & actions work in Revcast?
Am I able to export my data from Revcast?
Quota Management in Revcast
How do I create & manage quotas in Revcast?
How do I assign a quota to a team or employee in Revcast?
What are the different types of quotas in Revcast?
Is it possible for an employee to have more than one quota?
Is it possible to plan and track opportunity or deal quotas as well as dollar quotas?
CRM Opportunity Data Integration
Does Revcast integrate with my CRM for Sales & Pipeline data?