Activity Plans

Activity plans allow administrators to define goals for specific employees, including targeted accounts, plan cycle duration, types of activities, links to products, and weight of activity type. Employees and managers can review and edit these goals before final approval by the administrator. After plans are approved, employees execute activities against their goals, with the option to request changes during an active plan. Charts provide a visual representation of the employee’s progress toward goals.

Activity Plans entity relationship diagram

For more details and a larger image, visit the Data Model Gallery.

Activity Plans Objects in Life Sciences Customer Engagement

Account
Activity Plan
Activity Plan Territory
Life Science Marketable Product
Product2
Provider Activity Goal
Provider Activity Goal Measure
Provider Activity Goal Measure Product
Provider Activity Measure Type
Provider Activity Plan Adjustment
Territory
Time Period

To learn more about all objects used in Life Sciences, see Life Sciences Objects.