Tracking plan progress with completion status mappings
Key Takeaway
Account plans show a completion percentage only after an admin maps completion statuses for Account Plan, Account Plan Objective, and Action Plan records and activates the account plan trigger handlers.
Key Account Management (KAM) plans show how far along each plan is, but only after an admin tells the app which status values mean a record is complete. Account plans and territory plans each have their own setup. Both setups follow the same three steps.
How to set up plan progress tracking
Account plans and territory plans each have their own setup steps. The two sets of steps have the same shape, in this order:
- Configure the plan's completion statuses. Map which status values mean a record is complete for the records in that plan type's hierarchy.
- Configure sprint completion statuses. Add the status values that indicate a sprint is complete.
- Activate that plan type's trigger handlers, which track records across the plan hierarchy.