To configure this feature, ensure Configuring X-Pages and Configuring X-Pages Studio are complete.

To configure this feature:

1. Navigate to Admin > Users & Groups > Permission Sets.

2. Select the appropriate permission set.

3. Select Objects.

4. Grant the following permissions:

   Object	Object Permission	Object Type	Fields	Field Permission
   account__v	R	All applicable object types	id name__v	Read
   account_plan__v	R	All applicable object types	id account__v account_plan_status__v health__v	Read
   account_tactic__v	R	All applicable object types	id account__v account_plan__v plan_tactic__v account_tactic_status__v name__v	Read
   action_item__v	R	All applicable object types	id account_plan__v account_tactic__v account__v action_item_status__v name__v assignee__v due_date__v	Read
   call2__v	R	All applicable object types	id name__v account__v call_date__v call_channel__v ownerid__v call2_status__v account_plan__v	Read
   key_stakeholder__v	R	All applicable object types	id account_plan__v key_stakeholder__v key_stakeholder_name__v role__v	Read
   plan_tactic__v	R	n/a	id account_plan__v name__v plan_tactic_status__v	Read
   user__sys	R	n/a	id user_type__v name__v	Read

5. Grant users View access to the X-Pages object control on the account_plan__v object.

6. Navigate to Admin > Configuration > Objects > Account Plan.

7. Add the myinsights_account_plan_section__v app section to the appropriate account_plan__v layouts.

To use the Account Plan X-Pages Studio template:

1. Download the appropriate page template zip file.
2. Import the page template into X-Pages Studio.
3. Customize the page template as needed. For example, remove unwanted fields or add desired fields. This step is optional.
4. Deploy the resulting page to end users. Content creators must deploy X-Pages studio templates before the X-Pages are available to end users. For information, see Deploying Pages to Vault CRM Using X-Pages Studio.

KAMs can access the Account Plan X-Page on account__v layouts to visualize high-level progress information of an ongoing Account Plan, including the following:

• Related account, status, and health
• Progress metrics and total records for strategies, objectives, and action items
• Key stakeholders for the plan, the last call date against the account, relationship strength with the key stakeholder, and the key stakeholder role
• Pending action items, due date, and assignee, with an indicator if the due date is in the past
• Recent calls against key stakeholders and the account plan's account
• Calls by user type or team for the last six months against key stakeholders and the relevant account for the plan

Additionally, users can filter the Recent Calls and Calls by Team chart by all calls against the account associated with the account plan.