Using the Account Plan Dashboard

  • Browser (Classic, Lightning)
  • iPad
  • Windows Tablet

Key account managers and account team members can view account plan information and track specific account progress from one location with the Account Plan Dashboard.

For example, Sarah Jones is monitoring the Newton Memorial Hospital 2017 Plan. She views the Account Plan Dashboard to inspect the Account Plan progress, sales data, and team member activity. Sarah views the sales data widget to observe specific trends with her team. She uses this information to determine her next plan of action when visiting Dr. Ackerman.

Configuring the Account Plan Dashboard

To enable the Account Plan Dashboard for end users: 

  1. Ensure Account Plans are configured.
  2. Grant end users the following permissions:
    ObjectOLSRecord TypesFieldsFLS
    Account_Plan_vodRn/a
    • Account_vod
    • Active_vod
    • Health_vod
    • Status
    • Description_vod
    • Plan_Tactic_Progress_vod
    • Percent_Complete_vod
    		Read
    Account_Tactic_vod Rn/a
    • Account_Plan_vod
    • Account_vod
    • Name
    • Complete_vod
    • Plan_Tactic_vod
    		Read
    Account_Team_Member_vodRn/a
    • Account_Plan_vod
    • Team_Member_Name_vod
    • Role_vod
    		Read
    Call_Objective_vodRn/a
    • Account_Tactic_vod
    • Name_vod
    • Completed_Flag_vod
    • From_Date_vod
    • To_Date_vod
    		Read
    Key_Stakeholder_vod Rn/a
    • Account_Plan_vod
    • Key_Stakeholder_Name_vod
    • Role_vod
    • Stakeholder_Owner_Name_vod
    		Read
    Plan_Tactic_vodRn/a
    • Account_Plan_vod
    • Name
    • Status_vod
    		Read
  3. Create or activate VMOCs for the following objects:
    • Account_Plan_vod
    • Account_Tactic_vod (optional)
    • Account_Team_Member_vod
    • Action_Items_vod (optional)
    • Call_Objective_vod (optional)
    • Key_Stakeholder_vod
    • Plan_Tactic_vod
  4. Download the Account Plan Dashboard content zip file.
  5. Create an HTML_Report_vod record with the Account_Plan_vod record type and attach the content zip file. See Creating MyInsights Content for more information.

For Browser (Classic), Browser (Lightning), and iPhone users:

  1. Navigate to the appropriate user profiles.
  2. Select Edit.
  3. Select the View All Custom Settings check box in the Administrative Permissions section.

Viewing the Account Plan Dashboard

Users can select an account plan to display the Account Plan Dashboard, which includes the following information:

  • Account Plan Information
  • Plan Tactics
  • Account Tactics
  • Call Objectives
  • Upcoming
  • Key Stakeholders
  • Team Members
  • Sales Data

If either Call Objectives or Plan Tactics are configured, users can view a progress widget for incomplete call objectives and account plans. The widget dynamically adjusts to display the full records of the objects configured.

If the Account Sales Dashboard is configured, users can view a sales widget for account-level sales data.

The Sales Data widget in MyInsights is not supported online.

The Account Plan Dashboard also supports Action Items.

To allow online users to view MyInsights content from an account plan, see Viewing MyInsights Content on Classic for more information.