Modifying the KPI Fields in the Key Account Plan Banner

The Key Account Planner app has a set of standard KPI fields to track Account Plan performance. However you can use your own custom metrics fields should you wish. If you are using custom KPI fields you will also want to display them in the Key Account Plans banner.

Here are the steps to do that:

• Click Setup.
• Object Manager.
• Navigate to the Key Account Plan (the object is called Key Account Plan, not Account Plan).
• Field Sets
• Account Plan Banner Fields
• By default, the standard 4 will be in the field set
• Replace them with your fields
• Click Save

Note: Only the first 4 fields in the fieldset will display, and only the field type of Number or Currency will display.