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How to Customize the Cycle Plan Gauge Chart in CRM?

  • Updated

Question:

How to customize the Cycle Plan gauge chart colors on the Account Detail page in Veeva CRM?

Answer:

The threshold colors are controlled by the Veeva Message CYCLE_PLAN_THRESHOLD.

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The message value contains two integers separated by a comma (Example above: 10,25). The first number (X) represents the threshold for displaying the indicators in yellow and the second number (Y) represents the threshold for displaying the indicators in red.

The thresholds are compared to the Attainment_Difference_vod field in the Cycle_Plan_vod object, which the user must have Read access to in order for this feature to work properly.

  • If Attainment_Difference_vod <= X then the indicator is colored green.
  • If X < Attainment_Difference_vod <= Y then the indicator is colored yellow.
  • If Attainment_Difference_vod > Y  then the indicator is colored in red. 

Related Documentation:

CRM Help Documentation: Create Account-Level Cycle Plans

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