Soft Limits of Account Plan
Although an account plan object doesn’t exist, all limits mentioned here are valid for a year. The soft limits for an account plan depend on multiple parameters. For example, an account plan's performance depends on whether the Read KPIs are fetched from daily or weekly tables.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
| Technical Name | Dimension | Description | Soft Limit per org | Validated? | Comments |
|---|---|---|---|---|---|
| KpiSetMaxKPIPlan |
KPIs in a KPI Set |
The number of KPIs that can be configured in the KPI set for the Account Plan. |
130 | Yes |
130 KPIs to cover all types or combinations (plan, actual, LE, base, incremental, and so on).  Note This is a hard limit (validated) and the limit value can’t be changed. |
| — |
KPIs Displayed per Account Plan |
The number of KPIs that can be shown in one view of the Account Plan. |
70 | No |
Up to 70 KPIs are shown at a time in the Account Plan. |
| — |
KPIs Hidden per Account Plan |
The number of KPIs used to calculate the displayed KPIs. |
30 | No |
Up to 30 KPIs can be used for back-end calculations to show the KPIs in account plan. |
| KpiSetMaxWritebackKPIPlan |
Writeback KPIs per Account Plan |
The number of KPIs used to store data for reporting or aggregation purposes. |
70 | Yes |
Up to 70 KPIs are stored in the database for reporting and aggregation. |
| — |
Planning Products |
The number of planning products per planning account. |
1,000 | No |
1,000 planning products in the account plan, accounts with baselines and promotions or both and New Product Developments (NPDs) with only manual entries. |
| — | Promotions |
The number of promotions per account. |
1,000 | No | — |
| — | Claims |
The total number of claims per sales org per year. |
500,000 | No | — |
| AccountPlanCategoryMaxManualInputs |
Maximum number of manual inputs |
The maximum number of manual inputs allowed BP. |
100,000 | Yes |
Up to 5,000 manual inputs are allowed per account plan category in a Customer Business Plan. |
| — |
Editable KPIs in CBP |
The maximum number of editable KPIs allowed in a Customer Business Plan. |
50 | No | — |
| — | Allowed categories in a CBP | The maximum number of products categories allowed in a CBP. | 20 | Yes | — |
| — |
Maximum number of products per category in CBP |
The maximum number of products per category allowed in a Customer Business Plan. |
1,700 | No | — |
| — | Total allowed products in CBP | Total number of products allowed in a CBP across categories | 3,000 | Yes | — |
| — |
KPIs per subset in CBP |
The maximum number of KPIs per subset in a Customer Business Plan. |
100 | No | — |
| — |
Read KPIs per subset in CBP |
The maximum number of Read KPIs per KPI subset in a Customer Business Plan. |
50 | No | — |
