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:

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