Choosing an activity plan type
Key Takeaway
Choose the activity plan type by how each activity should count and whether reps in different territories share the goal. When reps must raise adjustment requests on an active plan, choose Account Goal, because the other two types don't support adjustment requests on their current cycle.
An activity plan sets the interaction goals that field reps work toward with healthcare professionals (HCPs) over a defined time period. When an admin creates the plan, they choose one of three activity plan types: Account Goal, Weighted Territory Goals, or Account Goal Shared. The type controls how each activity counts toward a goal and whether reps in different territories share that goal.
Account Goal
Account Goal is the standard, basic omnichannel plan type. An Account Goal plan sets singular goals for an account for each activity type. Each activity or activity-product combination counts as a single increment toward goal attainment, so every interaction counts equally.
To tie an Account Goal plan to specific products, first create Product records. Then create a Provider Activity Goal Measure Product record.