MCP Server for Vault CRM

Build 25.0.9440

MCCyclePlanSummaries

Stores performance summaries and metrics for multichannel cycle plans.

Columns

Name Type ReadOnly Description
ID [KEY] String True

A unique identifier for the cycle plan summary record, serving as the primary key for referencing this specific record in the database.

MC Cycle Plan Summary Type String True

The type or category of the marketing communication (MC) cycle plan summary, indicating its classification within the marketing campaign structure.

Global ID String True

A globally unique identifier used to consistently reference this cycle plan summary across multiple systems, ensuring integration and consistency.

Link String False

A URL or hyperlink pointing to an external document, resource, or reference related to this cycle plan summary, facilitating easy access to more information.

Cycle Plan Summary String True

The name or title of the cycle plan summary, providing a clear identifier for this summary record within the marketing system.

Status String False

The current status of the cycle plan summary, indicating whether it is active, completed, in progress, or in any other stage of the lifecycle.

Created By String True

The individual or system that created this cycle plan summary record, providing accountability for the creation of the data.

Created Date Datetime True

The timestamp when the cycle plan summary was created, used for tracking the creation timeline and age of the record.

Last Modified By String True

The individual or system that last modified the cycle plan summary record, allowing traceability of changes and updates.

Last Modified Date Datetime True

The timestamp indicating the most recent modification made to this cycle plan summary, reflecting the last update to the data.

Attainment Double False

The percentage of the overall goal achieved in this cycle plan summary, indicating the level of success or progress towards meeting campaign objectives.

Interactions Earned Double False

The total number of interactions earned or completed across all channels in this cycle plan summary, showing the level of engagement achieved.

Interactions Goal Double False

The target number of interactions set for the cycle plan summary, used to measure campaign performance and success against expectations.

Last Calculated Datetime False

The timestamp of when the cycle plan summary's metrics and data were last calculated or reviewed, ensuring the most recent data is being used.

% of All Goals Double False

The percentage of the total goals achieved across all objectives within the cycle plan summary, providing an overall measure of success.

MC Cycle Plan Summary Status String False

The status of the cycle plan summary, indicating whether the overall plan summary is completed, in progress, or any other relevant status.

Team Attainment Double False

The percentage of the team's attainment of the specified goals within the cycle plan summary, providing a measure of team performance.

Team Interactions Earned Double False

The total number of interactions earned by the team in the cycle plan summary, reflecting the team's engagement and contribution to the overall campaign.

Team Interactions Goal Double False

The target number of interactions that the team is expected to achieve within the cycle plan summary, used to evaluate team performance.

Team Status String False

The current status of the team's work in the cycle plan summary, indicating whether they are on track, delayed, or completed.

Veeva External ID String False

A unique identifier from the Veeva Vault system, linking this cycle plan summary to its corresponding record in the Veeva platform.

Controlling MC Cycle String False

The identifier of the controlling marketing communication cycle, linking this cycle plan summary to its parent cycle plan, ensuring alignment with the broader strategy.

Channel String False

The specific marketing channel associated with this cycle plan summary, indicating where the interactions and goals are being tracked (for example, email or social media).

Cycle Plan String False

The name or identifier of the cycle plan to which this summary belongs, providing context for this summary within the broader marketing strategy.

Detail Group String False

The grouping or category of the details in this cycle plan summary, which may refer to different segments, regions, or types of activities being tracked.

Product String False

The product associated with this cycle plan summary, indicating the specific product being marketed and the performance metrics related to it.

Summary For String True

Indicates for whom or for what the cycle plan summary was created (for example, team, region, or product), helping define the scope and focus of the summary.

Legacy CRM Id String False

An identifier from a legacy CRM system, used to reference this cycle plan summary in earlier CRM systems before migration to the current platform.

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Build 25.0.9440