CyclePlans
Contains high-level information about cycle plans used to coordinate and execute field activities over defined time periods. This supports strategic planning and sales operations alignment.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique system-generated identifier for the cycle plan record. |
| Global ID | String | True |
Globally unique identifier for the cycle plan, used for integration and reference across environments. |
| Link | String | False |
Direct URL link to access the specific cycle plan record within the Veeva Vault UI. |
| Name | String | False |
Descriptive name of the cycle plan as defined by the user or system. |
| Status | String | False |
Indicates the current lifecycle state of the cycle plan, such as Draft, Approved, or Inactive. |
| Created By | String | True |
Username or system ID of the user who originally created the cycle plan record. |
| Created Date | Datetime | True |
Timestamp indicating when the cycle plan was initially created in the system. |
| Last Modified By | String | True |
Username or system ID of the user who most recently modified the cycle plan. |
| Last Modified Date | Datetime | True |
Timestamp capturing the last time the cycle plan record was updated. |
| Active | Bool | False |
Boolean flag indicating whether the cycle plan is currently active and in use. |
| Comments | String | False |
Free-text field containing internal notes or comments associated with the cycle plan. |
| End Date | Date | False |
Date on which the cycle plan is scheduled to conclude or expire. |
| External Id | String | False |
Custom identifier used for mapping this cycle plan to an external system, such as a Customer Relationship Management (CRM). |
| Lock | Bool | False |
Indicates whether the cycle plan is currently locked to prevent further editing. |
| Mobile ID | String | False |
Unique identifier used to associate the cycle plan with mobile platform data or offline activity. |
| Start Date | Date | False |
Date on which the cycle plan becomes effective and can begin execution. |
| Cycle Plan Status | String | False |
Current execution status of the cycle plan, such as In Progress, Completed, or Cancelled. |
| Territory | String | False |
Sales or geographic territory to which this cycle plan is assigned. |
| Owner | String | False |
Identifier of the user or system group responsible for managing this cycle plan. |
| Actual Calls | Double | False |
Total number of calls that have been executed as part of this cycle plan. |
| Planned Calls | Double | False |
Total number of calls that were scheduled or intended in the plan. |
| Attainment Difference | Decimal | True |
Numerical difference between expected and actual attainment values, used for performance tracking. |
| Attainment | Double | True |
Achieved percentage of planned call targets or cycle objectives. |
| Expected Attainment | Double | True |
Projected attainment percentage based on forecasted data or planning inputs. |
| Expected Calls | Decimal | True |
Number of calls expected to be completed by the end of the cycle plan. |
| Remaining | Decimal | True |
Number of planned calls that are yet to be completed for the current cycle. |
| Legacy CRM Id | String | False |
Identifier used in legacy CRM systems to link historical cycle plan records. |