Success Plan Objects
Success Plan Objects
This object is used in Success Plans. For example; Rules/Reports on Success Plans (complete or incomplete, overdue, etc).
The following table lists the data fields available in this object:
| Field Name | Description |
|---|---|
| Company | The name of the Company. |
| Action Plan | The information stored in the Plan Info > Action Plan section in a Success Plan. |
| Active Date | The date on which status of a Success Plan is changed to Active from Draft. |
| Closed Date | The date on which a success plan is closed. |
| Closed Lost Objective Count | The number of objectives of status Closed Lost in a success plan. |
| Closed Overdue | Flag that indicates whether a success plan is closed after the Due Date. |
| Closed Task Count | The number of Tasks that are closed in a success plan (Closed tasks from all objectives in a success plan). |
| Closed Won Objective Count | The number of objectives of status Closed Won in a success plan. |
| CTA Group Category | The name of a success plan (number of objectives are categorized as a success plan). |
| Days Due | The number of days due to close a success plan (Original Due Date - Created Date). |
| Days Past Due Date | The number of days past the original due date of a success plan. |
| Due Date | The due date of a success plan. |
| Due Date Variance | The number of days that a success plan due date is changed by (New Due Date - Old Due Date). |
| EntityType | Company/Relationship. |
| Open Objective Count | The number of objectives currently in an ‘Open’ state in a success plan. |
| Open Task Count | The number of Tasks currently in an ‘Open’ state in a success plan (Open tasks from all objectives in a success plan). |
| Original Due Date | The original due date of a success plan. |
| Overdue | Flag that indicates whether a success plan is past the due date (True/False). |
| Overdue Type | Overdue/Due in Next 7 Days/Open (Due in more than 7 days) of a success plan. |
| Owner | The owner of a success plan. |
| Percent Complete | The percentage of completed objectives in a success plan. (Total number of closed objectives/Total number of objectives in a success plan). |
| Plan Description | The description of a Success Plan. |
| Relationship | The name of Relationship to which a success plan belongs. |
| Relationship Type | The name of a Relationship Type to which a success plan belongs. |
| Source | The source from which a success plan is generated (Manual/Rules). |
| Status | The status of a success plan (Draft/Active/Closed). |
| Success Plan Type | Type that a success plan is associated with. Success plan types are created by Admins, and CSMs assign a success plan to a type. |
| Total Objective Count | The total number of objectives in a success plan (Open Objective count + Closed Lost Objective Count + Closed Won Objective Count). |