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Set Goals for Activity Plans

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Set Goals for Activity Plans

Associate an activity plan with individual healthcare accounts and set their high-level performance goals. Define the required targets by breaking down the overall goal into product-specific and non-product-related activities. Establish a baseline to track and populate goal attainment as sales representatives complete their interactions and activities.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To set goals: Life Sciences Commercial Admin permission set

Use Salesforce Data Import to import all activity plan data in bulk from external sources to Salesforce. However, if you must manually set up records for activity plans, refer to these steps.

  1. From the App Launcher, go to the Life Sciences Commercial app, and select Provider Activity Goals.
  2. Click New.
  3. Select the activity plan and the account of the healthcare professional.
  4. For Overall Goal, enter the total target number of all activities associated with the account.
    Leave the fields in the Overall Attainment section blank. They’re automatically populated when the sales representative schedules, performs, or completes the activities.
  5. Under Product Level Attainment, for Product Level Goal, enter the target number of activities that the sales representative must attain for products associated with the account.
    Leave the fields in the Product Level Attainment section blank because they’re automatically populated when the sales representative schedules, performs, or completes the activities.
  6. Under Non Product Level Attainment, for Non Product Level Goal, enter the target number of non-product activities that the sales representative must attain.
    Leave the fields in the Non Product Level Attainment section blank. They’re automatically populated when the sales representative schedules, performs, or completes the activities.
  7. Save your changes.

Repeat these steps for each account associated with the activity plan.

 
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