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