Using the MCCP Template

The MCCP template helps content creators quickly create an X-Page that allows end users to view MCCP territory data all in one place. Content creators can use X-Pages Studio to customize the template.

For information on using X-Pages Studio templates and configuring content creators to use templates, see Using X-Pages Studio Template Library.

Who can use this feature?

Configuring the MCCP Template

To configure this feature, ensure Configuring X-Pages Studio is complete and the user has deployment permissions.

To configure this feature for end users:

  1. Ensure Configuring X-Pages is complete.
  2. Navigate to Admin > Users & Groups > Permission Sets.
  3. Select the appropriate permission set.
  4. Select the Objects tab.
  5. Grant the following permissions:

    Object

    Object Permission

    Object Types

    Fields

    Field Permission

    mc_cycle__v

    R

    n/a

    • under_reached_threshold__v
    • over_reached_threshold__v

    Read

    mc_cycle_plan__v

    R

    n/a

    • name__v
    • cycle__v
    • percent_cycle_completed__v
    • start_date__v
    • end_date__v
    • days_total__v
    • days_remaining__v

    Read

    mc_cycle_plan_channel__v

    R

    n/a

    • channel__v
    • channel_attainment__v
    • channel_activity_actual__v
    • channel_activity_goal__v
    • channel_activity_remaining__v
    • last_activity_date__v

    Read

    mc_cycle_plan_product__v

    R

    n/a

    • product_name__v
    • product_attainment__v
    • product_actual_activity__v
    • product_activity_goal__v
    • product_activity_remaining__v
    • last_activity_date__v

    Read

    mc_cycle_plan_summary__v

    R

    n/a

    • attainment__v
    • cycle_plan__v
    • summary_for__v

    Read

    mc_cycle_plan_target__v

    R

    n/a

    • cycle_plan__v
    • target__v

    Read

    html_report__v

    R

    • territory_insights__v
    • territory_insights _default__v

    You only need to grant access to the object type for the report you want to deploy.

    n/a

    n/a

Using the MCCP Template as

  1. Log into X-Pages Studio.
  2. Select the Studio Templates tab.
  3. Select the MCCP template.
  4. Select Use Template.
  5. Customize the new page as needed. This step is optional.
  6. Deploy the new page using X-Pages Studio.

Before any customization, users can view information in the following sections:

  • MC Cycle Plan Filter - users can select from Multichannel Cycle Plans they have access to. Options are sorted by Start Date in descending order.
  • Attainment Legend
  • ↗ - On Schedule
  • ↓ - Under Reached
  • ↑ - Over Reached
  • MCCP Overview - displays overall cycle plan information including attainment progress
  • Channel Status - plan attainment by channel
  • Product Status - plan attainment by product
  • Channel and Product Selection:
  • Channel Filter - users can filter between all Channels that exist in the cycle plan
  • Product Filter - users can filter between all Products that exist in the selected channel
  • Selected Channel Overview
  • Selected Channel + Product Overview
  • Target List - select channel or channel plus product
  • Account Name (deep linked to account)
  • Channel or Channel + Product Attainment
  • Channel Activity Goal
  • Channel Activity Remaining
  • Channel Activity Actual
  • Channel Last Activity Date

Related Topics

Multichannel Cycle Plans Overview