Overview:
MyInsights Account Plan Dashboard displays NaN% Complete but Account Tactics and Call Objectives are calculating the correct percentages.
Root Cause:
The user has access to the Plan Tactic Progress field but no visibility to the Object to Plan Tactic.
The logic the % Completed displays is:
- If user has FLS to Account_Plan_vod.Plan_Tactic_
Progress_vod__c, then % is the number of complete Plan Tactics divided by the total number of Plan Tactics - If user does not have FLS to Account_Plan_vod.Plan_Tactic_
Progress_vod__c, then use Account_Plan_voc.Percent_ Complete_vod__c - This is a manually managed value, no OOB calculations
- If user also does not have FLS to Account_Plan_voc.Percent_
Complete_vod__c, then show nothing
Solution:
This is working as designed.
If the User is not configured to use Plan Tactics:
- Remove FLS to the Plan Tactic Progress field
If the User should be configured to use the optional Plan Tactic:
- Provide at least Read access to the Plan Tactic object.
Related Documentation:
CRM Help Documentation: Using the Account Plan Dashboard
Thank you