Using Cycle Plan Progress Calculations
To provide an updated picture of users’ progress in a cycle plan, Classic Cycle Plan metrics are updated nightly. When the Cycle Plan Progress Calculation SDK Job (batch process) runs, all calls and relevant product detailing for the targets in the cycle plan are calculated and counts are updated, reflecting changes to the number of calls and product details executed for the plan to date.
Who can use this feature?
- Browser Users
- Users do not require an additional license
- Cycle Plan Admin Users
Configuring Cycle Plan Progress Calculations for
Cycle Plan Admin Users
To configure this feature, ensure Configuring Classic Cycle Plans is complete.
Understanding Cycle Plan Progress Calculations as
Cycle Plan Admin Users
When the Cycle Plan Progress Calculation SDK job runs, active cycle plans which meet the criteria in the calc_cycle_plan__v Veeva Setting are processed and cycle plan calculations are updated to reflect recent activities.
For eligible cycle plans, the following fields are updated on Cycle Plan Target records:
- Actual Calls - This is the count of completed calls matching the criteria in the CALC_CYCLE_PLANS_ACTUAL;;CyclePlan Veeva Message, for the target account. By default, this includes saved or submitted calls with a call date within the cycle plan's start and end dates, and with a territory matching the cycle plan's assigned territory.
- Scheduled Calls - This is the count of scheduled (but not yet completed) calls matching the criteria in the CALC_CYCLE_PLANS_SCHEDULED;;CyclePlan Veeva Message, for the target account. By default, this includes calls scheduled within the cycle plan's start and end dates with a call date ahead of the current date, and with a territory matching the cycle plan's assigned territory.
- Total Actual Calls - The total count of completed calls within the cycle plan time frame for the target account, regardless of territory
- Total Scheduled Calls - The total count of scheduled calls within the cycle plan time frame for the target account, regardless of territory
If product detail goals are defined (the Planned Details field is populated on the Cycle Plan Target record), the following fields are updated:
- Actual Details - This is the count of calls with product details matching the criteria in the CALC_CYCLE_PLANS_ACTUAL;;CyclePlan Veeva Message, for Cycle Plan Detail products specified for the target account. By default, this includes saved or submitted calls with a call date within the cycle plan's start and end dates, and with a territory matching the cycle plan's assigned territory.
- Scheduled Details - This is the count of scheduled (but not yet completed) calls with product details matching the criteria in the CALC_CYCLE_PLANS_SCHEDULED;;CyclePlan Veeva Message, for a target account. By default, this includes calls scheduled within the cycle plan's start and end dates with a call date ahead of the current date, and with a territory matching the cycle plan's assigned territory.
If Total Goals are defined for product detailing (the Planned Total Details field is populated on the Cycle Plan Detail record), the following additional fields are updated, counting all calls with product details within the cycle plan time frame for the target account, regardless of territory:
- Total Actual Details - The total count of calls with product details
- Total Scheduled Details- The total count of scheduled calls with product details
For information on creating Cycle Plan records and populating fields, see Creating Classic Cycle Plans. For information on modifying the criteria which determines the calls included in a cycle plan, see Customizing Cycle Plan Calculations.
If there is an error in processing, cycle plans in the current job are not updated.
