Goal progress tracking with list views and Activity Plan components
Key Takeaway
Reps track activity plan progress in two places: the Activity Plan or Weighted Activity Plan list view on the Accounts tab, and the Activity Plan By Product component. An admin adds the component to the Life Sciences Commercial home page or the Account record page and selects the matching plan cycle type, such as WeightedTerritoryGoal.
Activity plans give field reps targeted activity goals, such as calls and remote calls, for the accounts in their territory. Reps and managers track progress toward those goals in the Life Sciences Commercial app. Progress tracking gives reps a single snapshot of targeted, actual, and scheduled activity goals, so they can plan their day around the accounts that still need activities.
Where to track progress
The Life Sciences Commercial app has two ways to track progress. The first is Activity Plan list views on the Accounts tab. The second is the Activity Plan By Product Lightning component on the home page and the Account record page. Each one answers a different question.
| Where | What it shows |
|---|---|
| Activity Plan list views on the Accounts tab | Progress account by account |
| Activity Plan By Product component on the home page | A global overview |
| Activity Plan By Product component on the Account record page | Data for that one account |
Tracking activity plan status requires both "Life Sciences Core" and "Life Sciences Field Sales Representative".
Progress metrics aren't real time. The Calculate Provider Activity Goal Measures batch job calculates them at regular intervals, so the numbers reflect the last job run rather than the most recently completed activity.