Outside In

Check that the reporting lines are correct and that a person doesn't report to someone not in the account or AccountPlan.  

Have you completed the set up page correctly?  You need to ensure that the set up page is completed correctly and that you select the correct plan year ...

The status information is not added to the contact list.  Instead it is calculated from inputs on the alignment page.  Please complete the alignment...

Have you completed the customer / landscaping information for the propositions?  Check that the following columns have information: Spend, Keep, grow   ...

The data used for the waterfall chart is identified below.  To troubleshoot the waterfall information, please check these data sources for the account...

Maybe the person does not have a license for AccountPlan or their user profile does not have the correct layout.  Check with the Salesforce administrato...

This might be because the Account Type has been configured to only show specific pages. Please ask your administrator to check the visibility settings for t...

AccountPlan is built to be used in Salesforce and allow for collaboration across the account team. If you think changes have happened in the plan, and y...

Question:  I have made changes to AccountPlan but the changes are not saved.  Answer : AccountPlan information is saved for each financial/planning year...