Adding Team-Based Goals

  • iPad
  • Online
  • Windows

When individual user goals are deemed too granular, Veeva CRM allows admins to set team-based goals. Team-based goals allow admins to set goals for an entire account team or for entire territories.

When setting team-based goals for a target, a team is any territory aligned to that target. The territory does not need to have an MCCP to be included as part of the team. The filtering criteria when defining a Cycle Channel can help refine the team definition. The same channel filtering criteria is used for both the individual territory and team calculations.

For example, Sarah Jones is a member of the Restolar team in Territory 101. She and her teammates can view the goals set for the entire team.

Target, channel, and/or product goals can be set for a team. Team goals can be set via the following fields:

Target, channel, and/or product goals can be set for a team.  Team goals can be set via the following fields:

  • Target Level
  • MC_Cycle_Plan_Target_vod.Team_Channel_Interactions_Goal_vod
  • MC_Cycle_Plan_Target_vod.Team_Channel_Interactions_Max_vod
  • MC_Cycle_Plan_Target_vod.Team_Product_Interactions_Goal_vod
  • Channel Level
  • MC_Cycle_Plan_Channel_vod.Team_Channel_Activity_Goal_vod
  • MC_Cycle_Plan_Channel_vod.Team_Channel_Activity_Max_vod
  • Product Level
  • MC_Cycle_Plan_Product_vod.Team_Product_Activity_Goal_vod
  • MC_Cycle_Plan_Product_vod.Team_Product_Activity_Max_vod

When team-based goals are enabled, the MCCP Multichannel Engine process calculates the team-based progress metrics. As with the individual territory calculations, team calculations ignore MC_Cycle_Plan_Target_vod.Status_vod = Merged_vod records. In addition, a toggle displays in the “Status” and “Targets” tabs of the My Plan menu (iPad) for end users to switch between viewing the individual territory metrics and team metrics.

Configuring Team-Based Goals

To enable team-based goals, provide access to the following permission set based on the MCCP user type:

Use a clone of these permission sets for testing/production. The definition of the Veeva-delivered permission set is versioned over time.

  • MCCP End User – MCCP_TEAMCALC_END_USER_VOD permission set
  • MCCP Integration User – MCCP_TEAMCALC_INTEGRATION_USER_VOD permission set
  • MCCP Administrator – MCCP_TEAMCALC_ ADMIN_USER_VOD permission set

To enable switching between individual territory and team metrics at the target level on the Targets tab of the My Plan menu on the iPad, only the individual territory metric fields need to be configured on the MC_Cycle_Plan_Target_vod related list on the MC_Cycle_Plan_vod page layout. The switch, when set to display the team metrics, displays the equivalent team metric for the configured individual territory metric field. If team metric fields are configured on the MC_Cycle_Plan_Target_vod related list on the MC_Cycle_Plan_vod page layout, those fields are not displayed on the Targets tab on the iPad.

To enable stickiness of the of the switch position, grant end users FLS edit permission to the MCCP_Activity_Type_Switch_vod field on the Preferences_vod object.

Profile Setup: Individual Field Permissions

To enable team-based goals by modifying the profile rather than using the provided permission sets, grant the user access to the following fields:

Object

Field

MCCP_TEAMCALC_ADMIN_USER_VOD MCCP_TEAMCALC_END_USER_VOD MCCP_TEAMCALC_INTEGRATION_USER_VOD
MC_Cycle_Plan_Channel_vod__c Team_Channel_Activity_Actual_vod__c

Read

Read

Edit

MC_Cycle_Plan_Channel_vod__c Team_Channel_Activity_Goal_vod__c Edit Read Edit
MC_Cycle_Plan_Channel_vod__c Team_Channel_Activity_Max_vod__c

Edit

Read

Edit

MC_Cycle_Plan_Channel_vod__c Team_Channel_Activity_Remaining_vod__c Read Read Edit

MC_Cycle_Plan_Channel_vod__c

Team_Channel_Attainment_vod__c

Read

Read

Edit

MC_Cycle_Plan_Channel_vod__c Team_Channel_Interactions_Actual_vod__c Read Read Edit

MC_Cycle_Plan_Channel_vod__c

Team_Channel_Interactions_Earned_vod__c

Read

Read

Edit

MC_Cycle_Plan_Channel_vod__c Team_Channel_Interactions_Goal_vod__c Read Read Edit

MC_Cycle_Plan_Channel_vod__c

Team_Channel_Status_vod__c

Read

Read

Edit

MC_Cycle_Plan_Channel_vod__c Team_Product_Attainment_vod__c Read Read Edit

MC_Cycle_Plan_Channel_vod__c

Team_Product_Interactions_Earned_vod__c

Read

Read

Edit

MC_Cycle_Plan_Channel_vod__c Team_Product_Interactions_Goal_vod__c Edit Read Edit

MC_Cycle_Plan_Channel_vod__c

Team_Product_Status_vod__c

Read

Read

Edit

MC_Cycle_Plan_Product_vod__c Team_Product_Actual_Activity_vod__c Read Read Edit

MC_Cycle_Plan_Product_vod__c

Team_Product_Activity_Goal_vod__c

Edit

Read

Edit

MC_Cycle_Plan_Product_vod__c Team_Product_Activity_Max_vod__c Edit Read Edit

MC_Cycle_Plan_Product_vod__c

Team_Product_Activity_Remaining_vod__c

Read

Read

Edit

MC_Cycle_Plan_Product_vod__c Team_Product_Attainment_vod__c Read Read Edit

MC_Cycle_Plan_Product_vod__c

Team_Product_Interactions_Actual_vod__c

Read

Read

Edit

MC_Cycle_Plan_Product_vod__c Team_Product_Interactions_Earned_vod__c Read Read Edit

MC_Cycle_Plan_Product_vod__c

Team_Product_Interactions_Goal_vod__c

Read

Read

Edit

MC_Cycle_Plan_Product_vod__c Team_Product_Status_vod__c Read Read Edit

MC_Cycle_Plan_Summary_vod__c

Team_Attainment_vod__c

Read

Read

Edit

MC_Cycle_Plan_Summary_vod__c Team_Interactions_Earned_vod__c Read Read Edit

MC_Cycle_Plan_Summary_vod__c

Team_Interactions_Goal_vod__c

Read

Read

Edit

MC_Cycle_Plan_Summary_vod__c Team_Status_vod__c Read Read Edit

MC_Cycle_Plan_Target_vod__c

Team_Channel_Attainment_vod__c

Read

Read

Edit

MC_Cycle_Plan_Target_vod__c Team_Channel_Interactions_Actual_vod__c Read Read Edit

MC_Cycle_Plan_Target_vod__c

Team_Channel_Interactions_Earned_vod__c

Read

Read

Edit

MC_Cycle_Plan_Target_vod__c Team_Channel_Interactions_Goal_vod__c Edit Read Edit

MC_Cycle_Plan_Target_vod__c

Team_Channel_Interactions_Max_vod__c

Edit

Read

Edit

MC_Cycle_Plan_Target_vod__c Team_Channel_Interactions_Remaining_vod__c Read Read Edit

MC_Cycle_Plan_Target_vod__c

Team_Channel_Status_vod__c

Read

Read

Edit

MC_Cycle_Plan_Target_vod__c Team_Product_Attainment_vod__c Read Read Edit

MC_Cycle_Plan_Target_vod__c

Team_Product_Interactions_Earned_vod__c

Read

Read

Edit

MC_Cycle_Plan_Target_vod__c Team_Product_Interactions_Goal_vod__c Edit Read Edit

MC_Cycle_Plan_Target_vod__c

Team_Product_Status_vod__c

Read

Read

Edit

MC_Cycle_Plan_vod__c Team_Channel_Attainment_vod__c Read Read Edit

MC_Cycle_Plan_vod__c

Team_Channel_Interactions_Earned_vod__c

Read

Read

Edit

MC_Cycle_Plan_vod__c Team_Channel_Interactions_Goal_vod__c Read Read Edit

MC_Cycle_Plan_vod__c

Team_Channel_Status_vod__c

Read

Read

Edit

MC_Cycle_Plan_vod__c Team_Product_Attainment_vod__c Read Read Edit

MC_Cycle_Plan_vod__c

Team_Product_Interactions_Earned_vod__c

Read

Read

Edit

MC_Cycle_Plan_vod__c Team_Product_Interactions_Goal_vod__c Read Read Edit

MC_Cycle_Plan_vod__c

Team_Product_Status_vod__c

Read

Read

Edit

Preferences_vod__c MCCP_Activity_Type_Switch_vod__c   Edit