Cycle Plan Dashboard displays the following KPI:

• Calls
• Promotions
• Coverage
• Frequency

Charts provide detailed plan vs. actual analysis in terms of visits, promotions, coverage and frequency.

Note:
Explanation of the metrics on the dashboard (applies to all KPI):

AC - Actual
PL - planned
ΔPL - difference from planned
ΔPL% - difference from planned, %
PL % - Plan Completion %
AC % - Actual Completion %

Plan Calls

Displays the planned number of calls defined within the cycle plan.

Business Value

Represents the target activity volume for the selected cycle.

DAX Formula

[Planned calls]

Calculation Logic

References the Planned Calls measure and displays the total number of planned visits.

Business Rules

All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Fact Calls (Cycle)

Displays the number of completed primary calls executed during the cycle.

Business Value

Represents actual field activity volume.

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

Counts unique completed primary calls.

Business Rules

All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Fact CE

Displays the weighted activity volume achieved during cycle execution.

Business Value
Allows comparison of activity execution across different call types.

DAX Formula

SUM(crm_tasktype_csv[promocount])

Calculation Logic
Calculates the total promotional weight assigned to completed activities.

Business Rules
All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

CE % Completed

Call Equivalent Achievement %
Displays achievement of planned Call Equivalent activity.

Business Value
Measures execution quality using weighted activity values.

DAX Formula

DIVIDE([Fact CE], [Plan CE])

Calculation Logic
Calculates the ratio of actual Call Equivalent activity to planned Call Equivalent activity.

Business Rules
All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Plan Coverage

Displays the number of customers planned for coverage during the selected cycle.

Business Value
Represents the planned customer base that should be reached during cycle execution.

DAX Formula

SUM(crm_task_plan_v2_csv[plan_pokr])

Calculation Logic

Calculates the total planned customer coverage from the approved cycle plan.

Business Rules

All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Fact Coverage

Displays the actual number of unique customers reached during cycle execution.

Business Value
Measures actual customer coverage achieved during the reporting period.

DAX Formula

[Fact Coverage con] + [Fact Coverage com]

Calculation Logic
Calculates total customer coverage as the sum of covered contacts and covered organizations.

Business Rules
All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Fact Coverage (Contacts)

DAX Formula

CALCULATE(
   DISTINCTCOUNT(crm_task_fact_v2_csv[key_cleint_id]),
   crm_task_fact_v2_csv[key_flag] = "contact",
   crm_task_fact_v2_csv[key_task_isfinish] = 1,
   FILTER(crm_responsible, crm_responsible[key_id] = 1)
)

Calculation Logic
Counts unique contacts that received at least one completed visit.

Business Rules
All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Fact Coverage (Organizations)

DAX Formula

CALCULATE(
   DISTINCTCOUNT(crm_task_fact_v2_csv[key_cleint_id]),
   crm_task_fact_v2_csv[key_flag] = "company",
   crm_task_fact_v2_csv[key_task_isfinish] = 1,
   FILTER(crm_responsible, crm_responsible[key_id] = 1)
)

Calculation Logic

Counts unique organizations that received at least one completed visit.

Business Rules
All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Fact Coverage %

Displays the percentage of planned customer coverage achieved.

Business Value
Measures how effectively the planned customer base was covered.

DAX Formula

IF(
   [Plan Coverage] <> 0,
   DIVIDE([Fact Coverage con] + [Fact Coverage com], [Plan Coverage])
)

Calculation Logic
Calculates the ratio of actual covered customers to planned customer coverage.

Business Rules
Returns blank when Plan Coverage equals zero.

Recalculated dynamically according to active filters.

Business Rules
All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Plan Frequency

Displays the planned average number of calls per customer.

Business Value

Helps evaluate the expected interaction intensity for covered customers.

DAX Formula

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

Calculation Logic
Calculates the average number of planned calls per planned covered customer.

Business Rules
All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Frequency Fact

Displays the average number of completed calls per planned covered customer.

Business Value
Measures actual customer interaction intensity.

DAX Formula

DIVIDE([Fact Calls (cycle)], [Plan Coverage], 0)

Calculation Logic
Calculates the average number of completed calls per planned covered customer.

Business Rules
All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Frequency %

Displays execution of the planned call frequency.

Business Value
Measures whether customer interaction intensity meets planning expectations.

DAX Formula

DIVIDE(
   DIVIDE([Fact Calls (cycle)], [Fact Coverage]),
   DIVIDE([Planned calls], [Plan Coverage])
)

Calculation Logic
Compares actual call frequency against planned call frequency.

Interpretation
100% = actual frequency equals planned frequency.

>100% = customers receive more interactions than planned.

<100% = customers receive fewer interactions than planned.

Business Rules
All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch

Calls % Completed (Legacy)

Call Plan Achievement % (Legacy)

DAX Formula

DIVIDE([Fact Calls (cycle)], [Planned calls])

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

Business Rules
Legacy measure retained for backward compatibility.

May be replaced by newer execution metrics depending on dashboard version.

Business Rules
All active dashboard filters affect the calculation.
Values are recalculated dynamically according to the selected reporting period, employee hierarch