Product-specific goal measures for launch focus
Key Takeaway
To track a specific product against each account's activity-type targets, such as face-to-face visits, build an Account Goal activity plan. Then link the product to the goal measures for those activities with Provider Activity Goal Measure Product records.
An activity plan sets measurable engagement targets for field reps over a defined time period, broken down by territory, account, and interaction type. Product goal measures add an optional product layer, so the plan tracks which product each activity promotes and not only how many visits or emails a rep completes. Companies use this layer to keep reps focused on a launch or a high-priority therapy.
How an activity plan is layered
An activity plan is built in layers. The plan itself holds a time period and a territory. Below the plan, three objects from the Activity Plans data model hold the targets.
| Object | What it sets |
|---|---|
| Provider Activity Goal | Each account's high-level target |
| Provider Activity Goal Measure | A target for each type of sales activity, such as visits or emails |
| Provider Activity Goal Measure Product | A link between a product and the sales activities already defined for each account |
Provider Activity Goal Measure Product records are the plan's product goal measures. They measure performance on the specific product being promoted, not just on the activity.
Product tagging is optional. An account's overall goal can be broken into product-specific and non-product-related activities, so one plan can mix launch-focused targets with general engagement targets.