The purpose of this article is to explain how My Plan Tab works on Offline Veeva CRM Platforms.
The My Plan Tab has four additional tabs:
- Edit Goals
The Details tab shows general information related to the Multichannel Cycle Plan (MCCP) record the end-user is the owner of. Multiple MC Cycle Plans can be selected on the top if the end-user is the owner of more MC Cycle Plans.
The following data is not customer-specific. It is test data.
The Status tab displays Channel and Product related (Team) Attainment for each Channel and Product. Its purpose is to provide an overview for the end-user.
The primary goal of the Targets tab is to provide the ability for the end-user to drill into MC Cycle Plan Channels and MC Cycle Plan Products using filtering. It also provides the capability (If configured) to select and send accounts to My Schedule for further call planning.
The Edit Goals tab (If configured) serves as the main section for CRM Goal Editing actions during the Mid Cycle. This means that the end-user is capable of modifying his/her own (team) goals against a specific target, sending that change to approval.
How does Filtering work in the Targets tab? What kind of fields are displayed and can be made to appear?
In the primary Target list, the fields located on the MC Cycle Plan Target Related List layout of the MCCP Page layout will appear. This also means that only MC Cycle Plan Target level goals can be displayed here.
Once the filter is tapped, the MC Cycle Channel (MC Cycle Plan Channel) and/or MC Cycle Product (MC Cycle Plan Product) can be selected with the Channel and Product options respectively. Optionally, it can be filtered further by MCCP-related field criteria.
Once the MC Cycle Plan Channel is selected and applied, the upcoming window displays the selected MC Cycle Channel, specific hardcoded fields/values of the associated MC Cycle Plan Channel, and the MC Cycle Plan Target level fields. New MC Cycle Plan Channel-specific fields cannot be added.
After the thin vertical line, the target level fields are shown:
When a Product is also selected next to the Channel, the same logic applies. This time the MC Cycle Plan Product appears next to the MC Cycle Channel, including its specific fields and values as well as the MC Cycle Plan Target level fields and values.
In this example, the MC Cycle Product is called test and belongs to the MC Cycle Channel:
After the thin vertical line, the MC Cycle Plan Target level fields and values appear:
As in the previous scenario, new MC Cycle Plan Product-specific fields cannot be added, as this list is hard coded.
How does the Edit Goal Tab work?
The identical filtering capability is present in this tab.
However, there is a difference. When the MC Cycle Channel, or MC Cycle Product is applied, the Channel Activity Goal, and Product Activity Goal values appear, respectively in this case, not the four fields in the scenarios above. This is one way to display these two fields for the end user. The MC Cycle Plan Target-related fields are displayed.
75 is the Channel Activity Goal of the MC Cycle Plan Channel record:
40 is the Product Activity Goal of the MC Cycle Plan Product:
Clicking on the Pencil icon brings up a window with more details about each channel, and product, and the end-user is able to make goal-related changes:
CRM Help Documentation: