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Calls PL/AC Dashboard - KPI Calculation Logic

Calls PL/AC Dashboard display KPI's on the central part of the report and on the Detailed Calls Execution Table.

kpipcac.jpg

Planned Calls

  • Based on approved activity plans.
  • All active filters affect calculations.

Displays the total number of planned calls for the selected reporting period. Represents the activity plan used to evaluate execution performance.

DAX Formula

CALCULATE(
   SUM(crm_task_plan_v2_csv[plan_taskcount]),
   crm_task_plan_v2_csv[plan_name] = "task"
)
Calculation Logic
Calculates the total number of planned calls from the activity planning table where the plan type is task.

Total

  • Only completed calls are included.
  • Only primary tasks (key_task_main = 1) are counted.
  • All active filters affect calculations.

Displays the total number of completed calls. Represents actual field activity completed during the selected reporting period.
 

DAX Formula


CALCULATE(
   DISTINCTCOUNT(crm_task_fact_v2_csv[key_task_id]),
   crm_task_fact_v2_csv[key_task_isfinish] = 1,
   crm_task_fact_v2_csv[key_task_main] = 1
)


Calculation Logic
Calculates the unique number of completed primary calls.

By Plan

  • Only completed calls are included.
  • Only calls linked to activity plans are counted.
  • All active filters affect calculations.

Displays the number of completed calls that were planned. Measures how many planned activities were successfully executed.

DAX Formula

VAR FilteredKeys =
   SELECTCOLUMNS(
       FILTER(crm_task_plan_v2_csv, plan_name = "task"),
       "key_task_plan", crm_task_plan_v2_csv[key_task_plan]
   )
RETURN
CALCULATE(
   DISTINCTCOUNT(crm_task_fact_v2_csv[key_task_id]),
   TREATAS(FilteredKeys, crm_task_fact_v2_csv[key_task_plan]),
   crm_task_fact_v2_csv[key_task_isfinish] = 1
)


Calculation Logic

Calculates completed calls linked to planned activities.
The measure uses TREATAS to match planned calls with completed call records.

Out of Plan

  • Values greater than zero indicate execution outside the approved activity plan.
  • All active filters affect calculations.

Displays the number of completed calls that were not included in the activity plan. Helps identify unplanned field activity.

DAX Formula

[Total] - [By Plan]

Calculation Logic
Calculates the difference between total completed calls and completed planned calls.

Completed %

  • Values above 100% indicate activity exceeding the plan.
  • Values below 100% indicate underachievement.

Displays overall plan achievement. Measures the percentage of planned calls that were completed.

DAX Formula

DIVIDE([Total], [Planned calls])

Calculation Logic
Calculates the ratio of completed calls to planned calls.

Example

Planned Calls = 1,000
Completed Calls = 900
Result:
90%

By Plan %

  • Excludes unplanned calls.
  • Provides a direct measure of plan adherence.

Displays execution performance within the approved activity plan. Measures how effectively planned activities were completed.

DAX Formula

DIVIDE([By Plan], [Planned calls])


Calculation Logic
Calculates the proportion of planned calls that were completed as planned.


VE (Visit Equivalent)

  • Different activity types contribute different weights.
  • Used for standardized activity performance evaluation.

Displays the weighted number of completed calls. Provides a standardized measure for comparing different activity types. Different call types may have different business importance and therefore different weights.

DAX Formula


VAR UniqueTasks =
   ADDCOLUMNS(
       SUMMARIZE(
           FILTER(crm_task_fact_v2_csv, key_task_isfinish = 1),
           key_task_id,
           key_tasktype_id
       ),
       "PromoCount",
       LOOKUPVALUE(
           crm_tasktype_csv[promocount],
           crm_tasktype_csv[tasktype_id],
           crm_task_fact_v2_csv[key_tasktype_id]
       )
   )
RETURN
SUMX(UniqueTasks, [PromoCount])

Calculation Logic
Calculates a weighted call count using the promotional coefficient assigned to each call type.

Fact VE %

  • Reflects plan achievement using weighted activity values.
  • Provides a more accurate performance measure than simple call counts.

Displays weighted plan achievement. Measures plan execution while considering the business value of different activity types.

DAX Formula

DIVIDE([VE (Visit Equivalent)], [Planned calls])

Calculation Logic
Calculates the ratio of Visit Equivalent to planned calls.