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Legacy Cycle Plan: track Cycle Plan Details progress on iPad

Currently we have My Cycle Plan widget on iPad Home Page to view the progress of Cycle Plan Targets.

It will be good if users can also track Cycle Plan Detail % or Attainment % on iPad, the same way of tracking progress of Cycle Plan Planned/Actual calls.

2 条评论

  • Avatar
    Michael Goulart 正式评论

    Hi Sunny,

    Thank you for posting in the Veeva CRM Product Suggestions Community.  The MC Cycle Plan Widget should show you your Planned activities, remaining activities, actual activities, actual attainment and expected attainment.  Additionally, you can configure the Account Overview Panels to show Cycle Plan information for the individual account that you are viewing: https://crmhelp.veeva.com/doc/Content/CRM_topics/Accounts/Components/AcctOverviewPanel.htm

    Please let me know if you are looking for additional information on the iPad beyond what is available in these two view.

    Thanks,

    Mike

  • Avatar
    Sunny Tran

    Hi Mike,

    MC Cycle Plan Widget can be used for Legacy Cycle Plan? Currently we are using "My Plan" widget.

    What we are asking is the Cycle Plan detail information in the widget itself so that user do not need to Go Online to see those info.

    • My Plan – displays the user’s progress for the current and active Cycle Plan including:
    • Number of planned calls, actual calls, and remaining calls
    • Percentage of calls achieved for the Cycle Plan
    • Drill to the Cycle Plan detail page in Veeva CRM online
    • Cycle Plan values are updated upon next sync
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