๐ Managing Account Plans
The main Account Planning screen shows all your account plans in a table. You can filter, sort, save filters, and perform bulk actions.
Opening the Account Plans Listโ
- Click Account Planning in the sidebar menu (address-book icon).
- You will see the list of all account plans.
Understanding the Tableโ
The table shows:
| Column | Description |
|---|---|
| Checkbox | Select plans for bulk actions |
| ID | Plan number |
| Subject | Plan title |
| Client | Client name |
| Time | Plan period/date |
| Plan Status | Draft, In Progress, Review, Completed, Archived |
| Objective | Main objective |
| Revenue Next Year | Planned revenue |
| Margin | Margin percentage |
| Wallet Share | Wallet share percentage |
| Client Status | Red, Yellow, or Green |
| BCG Model | Question marks, Stars, Dogs, Cash cows |
| Custom Fields | Any custom fields you added |
Filtering Plansโ
Use the filter bar to narrow down the list:
| Filter | What It Does |
|---|---|
| Search | Search by text (subject, client, etc.) |
| Client | Show plans for one client only |
| Plan Status | Draft, In Progress, Review, Completed, Archived |
| BCG Model | Question marks, Stars, Dogs, Cash cows |
| Person In Charge | Filter by assigned staff |
| Has relation | Plans with invoice or proposal |
| Overdue Tasks | Plans with overdue tasks |
| Date from / to | Filter by plan date range |
To apply filters:
- Set the filters you want.
- Click the Search (magnifying glass) button.
To clear filters:
- Click the Clear (X) button.
Saving Filtersโ
If you use certain filters often, you can save them:
- Apply your filters.
- Click Save Filter.
- Enter a name (e.g., "My In-Progress Plans").
- Click Submit.
To use a saved filter:
- Open the Saved Filters dropdown.
- Select the filter you want.
- The table will refresh with that filter applied.
Bulk Actionsโ
You can perform actions on multiple plans at once:
- Select plans โ Check the boxes next to the plans you want.
- Click the Bulk Actions button that appears.
- Choose an action:
- Mass Delete โ Delete selected plans (requires Delete permission)
- Change Status โ Set all selected plans to a new status
- Bulk Copy โ Copy selected plans to a new period (choose a date)
- Click Confirm.
Opening a Planโ
Click the Subject or ID of a plan to open it. You will see the plan view with all tabs (Due Diligence, Team Information, Planning, etc.).
Quick Actions (Top Buttons)โ
| Button | Description |
|---|---|
| New Account | Create a new account plan |
| Templates | Manage plan templates |
| Kanban View | Switch to Kanban board view |
| Settings | Open module settings (admin only) |
Export to Excelโ
To export the current table (with filters applied) to Excel:
- Apply any filters you want.
- Use the Export Excel option (usually in the table menu or toolbar).
- An Excel file (.xlsx) will be downloaded.