Account Plan Dashboard: Account_Tactic_vod records are not showing completed in the Account Plan Dashboard when Status_vod field is Completed_vod
The Account Plan Dashboard indicates completeness for Account_Tactic_vod records based on the Complete_vod flag being equal to True. The Status_vod field is not an indicator of completeness for the out-of-the-box dashboard.
Completed Account Tactic records must have the Complete_vod field equal to True in order for the Account Plan Dashboard to show the Account Tactic record as completed. Alternatively, customers can develop a customized Account Plan Dashboard that relies on a different indicator of completeness. Per our Service Level Agreement, customizing reports and dashboards is out of CRM Support's product support scope.
CRM Help Documentation: Using the Account Plan Dashboard
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