Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/AccountPlanning/ManageAcctPlans/AcctPlanProgress.htm

## Calculating Account Plan Progress Using the Account Plan Hierarchy

Key Account Managers (KAMs) can monitor progress of an account plan so they can understand where to invest time and resources and keep the plan on track.

Progress is calculated in real time by default for the fixed hierarchy. If other objects in the hierarchy are used, for example, action items or custom objects, admins can enable the Account Plan Progress job for daily progress calculation. When activated, progress is calculated daily for the customer-defined hierarchy (as defined in the account\_plan\_object\_hierarchy\_\_v Veeva Setting). When using the Account Plan Progress job, progress is not calculated in real time for the fixed hierarchy.

**Who can use this feature?**

* KAM Users — Browser, iPad, Windows
* [Viewing Account Plan Hierarchy Progress Calculations](#Viewing)
* Users do not require an additional license

### Configuring Account Plan Hierarchy Progress Calculations for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)KAM Users](#)

#### Fixed Account Plan Hierarchy Progress Calculations

1. Navigate to **Admin > Operations > Jobs > Account Plan Progress Calculation Job**.
2. Edit the **Account Plan Progress Calculation Job**.
3. Select **Inactive** from the Status dropdown.
4. Select **Save**.
5. Navigate to **Admin > Users & Groups > Permission Sets**.
6. Select the appropriate permission set.
7. Grant the following permissions:

   | Object | Object Permission | Object Type | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | account\_plan\_\_v | R | n/a | * total\_plan\_tactics\_\_v * completed\_plan\_tactics\_\_v * plan\_tactic\_progress\_\_v | Edit |
   | account\_tactic\_\_v | R | n/a | * account\_tactic\_status\_\_v | Edit |
   | * total\_call\_objectives\_\_v * completed\_call\_objectives\_\_v * call\_objective\_progress\_\_v | Read |
   | plan\_tactic\_\_v | R | n/a | * plan\_tactic\_status\_\_v | Edit |
   | * total\_account\_tactics\_\_v * completed\_account\_tactics\_\_v * account\_tactic\_progress\_\_v | Read |
   | call\_objective\_\_v | R | n/a | * completed\_flag\_\_v | Edit |
8. Add all fields listed in the configuration table above to the appropriate layouts.

#### Customer-Defined Account Plan Hierarchy Progress Calculations

1. Define the object hierarchy using a comma-delimited list using Vault relationship format in the **account\_plan\_object\_hierarchy\_\_v** Veeva Setting.

   Key considerations and restrictions for the hierarchy include:

   * The top-most level is Account Plan
   * The bottom-most level is either Call Objective or Action Item
   * The middle tiers of the hierarchy can be Veeva objects or custom objects.

     Using custom objects in the middle tiers of the hierarchy can impact [Account Plan Sharing](Account_Plan_Sharing.htm).
   * The first object in the comma-delimited list (if defined) corresponds to the second level of the hierarchy (i.e. the level immediately below the Account Plan itself)
   * The second object in the comma-delimited list (if defined) corresponds to the third level of the hierarchy
   * The third object in the comma-delimited list (if defined) corresponds to the fourth level of the hierarchy

   Example:

   * Hierarchy - Account Plan > Strategy > Objective > Action Item
   * Veeva Setting - plan\_tactic\_\_v.account\_plan\_\_vr,account\_tactic\_\_v.plan\_tactic\_\_vr,action\_item\_\_v.account\_tactic\_\_vr

   ![](../../../Resources/Images/AccountPlans/AccountPlanVeevaSettingHierarchy.png)
2. For custom objects in the hierarchy, add the following fields:

   * Progress
     + Label - Progress
     + Name - progress\_\_c
     + Data Type - Number
     + Minimum value - 0
     + Maximum value - 9999999999999999.99
     + Decimal places - 2
     + Format mask - Percent("0.#######%")
   * Object Status
     + Label - "{Object Name}" Status
     + Name - "{object API name}" minus "\_\_c" plus "\_status\_\_c"
     + Data Type - picklist
     + Picklist values -
       - pending\_\_c
       - completed\_\_c
3. Grant Edit permission to the **{Object Name]status\_\_v** fields for the objects in the hierarchy.

   The status\_\_v field is not used for progress calculation.
4. Grant Read permission to the **progress\_\_v** fields for the objects in the hierarchy.
5. Navigate to **Admin > Operations > Jobs > Account Plan Progress Calculation Job**.
6. Select **Edit**.
7. Schedule the **Account Plan Progress Calculations** job.
8. Verify the **Status** field is set to Active.

   ![](../../../Resources/Images/AccountPlans/AccPlanProgressJob.png)
9. Select **Save**.

### Viewing Account Plan Hierarchy Progress Calculations as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)KAM Users](#)

Account plan progress displays in the Progress and Status fields on the objects that make up the account plan.

#### Fixed Hierarchy Progress Calculation Logic

Progress is calculated for the fixed hierarchy defined as Account Plan > Strategy > Objective > Call Objective.

* Progress at the Account Plan level is determined by the number of completed Strategies. The following values are calculated on the Account Plan when Strategies are added, updated, or deleted:
  + Total Strategies - Number of related Strategies to the Account Plan
  + Completed Strategies - Number of related Strategies where Strategy Status is Completed
  + Strategy Progress - Completed Strategies divided by Total Strategies, displayed as a percentage
* Progress at the Strategy level is determined by the number of completed Objectives. The following values are calculated on the Strategy when Objectives are added, updated, or deleted:
  + Total Objectives - Number of related Objectives to the Strategy
  + Completed Objectives - Number of related Objectives where Objective Status is Completed
  + Objective Progress - Completed Objectives divided by Total Objectives, displayed as a percentage
* Progress at the Objective level is determined by the number of completed Call Objectives. The following values are calculated on the Objective when Call Objectives are added, updated, or deleted:
  + Total Call Objectives - Number of related Call Objectives to the Objective
  + Completed Call Objectives - Number of related Call Objectives where Completed is selected
  + Call Objectives Progress - Completed Call Objectives divided by Total Call Objectives, displayed as a percentage

#### Customer-Defined Hierarchy Progress Calculation Logic

Progress is calculated for the customer-defined hierarchy as defined in the account\_plan\_object\_hierarchy\_\_v Veeva Setting.

* Progress at the first level (Account Plan) is determined by counting the number of completed records at the second level (defined by the first object in the comma-delimited list of the hierarchy Veeva Setting) and dividing that by the total number of records at the second level
* Progress at the second level (the level immediately below the Account Plan, defined by the first object in the comma-delimited list of the hierarchy Veeva Setting) is determined by counting the number of completed records at the third level (defined by the second object in the comma-delimited list of the hierarchy Veeva Setting) and dividing that by the total number of records at the third level
* Progress at the third level (defined by the second object in the comma-delimited list of the hierarchy Veeva Setting) is determined by counting the number of completed records at the fourth level (defined by the third object in the comma-delimited list of the hierarchy Veeva Setting) and dividing that by the total number of records at the fourth level
* Progress based on Call Objectives is determined based on the Completed flag (completed\_flag\_\_v = TRUE)
* Progress based on objects other than Call Objectives is calculated using the Status picklist (object\_status\_\_v = completed\_\_v) on the appropriate Veeva or custom object defined in the account plan

### Related Topics

[Account Plans Overview](Account_Plans.htm)

[Using Action Items for KAMs](../UsingAcctPlans/AddingActionItems.htm)