๐ Features Overview
The Account Planning module provides a complete workflow for managing strategic account plans. This page gives you a high-level overview of all features.
Main Featuresโ
1. Account Plans List (Manage)โ
- View all account plans in a table
- Filter by client, status, BCG model, date, overdue tasks, and more
- Save filters for quick access
- Bulk actions: change status, bulk copy, mass delete
- Export to Excel
- Switch to Kanban view
2. Create New Account Planโ
- Create plans from scratch or from a template
- Enter client, subject, period, vision, mission
- Add financial data and marketing activities in spreadsheet-like tables
- Use custom fields for your business needs
3. Plan View (Tabs)โ
Each plan has several tabs:
| Tab | Purpose |
|---|---|
| Due Diligence | Financial data, marketing activities, background |
| Team Information | Your team and client team members |
| Service Ability Offering | Current services and offerings |
| Planning | Objectives, tasks, MindMap, revenue, client status, BCG model |
| Relations | Linked projects, invoices, estimates, proposals |
| Meeting Notes | Call logs and meeting notes |
| Competitors | Competitor tracking with threat levels |
| Activity | Activity log for the plan |
4. Templatesโ
- Create reusable templates
- Start new plans from a template to save time
- Edit and manage templates
5. Kanban Viewโ
- View plans as cards in columns (Draft, In Progress, Review, Completed, Archived)
- Drag and drop to change status
- Quick overview of plan distribution
6. Relationsโ
- Link plans to Projects, Invoices, Estimates, Proposals
- Quick Create Project from a plan
- See linked project tasks and milestones
- Bidirectional sync between plan tasks and Perfex tasks
7. Exportโ
- PDF โ Export a plan as a PDF document
- Excel โ Export the plans table to Excel (.xlsx)
- MindMap โ Export the MindMap as PNG or SVG
8. Dashboard Widgetโ
- Summary of Draft, In Progress, Completed plans
- Overdue tasks count
- Client status (Red, Yellow, Green)
- Revenue vs plan comparison
- At-risk accounts alert
9. Client Portalโ
- Clients can view their account plans (read-only)
- Request updates from staff
- Mobile-friendly layout
10. Settingsโ
- Industry options
- Client portal on/off
- Email reminders for tasks
- Recurring plan periods (auto-copy)
- Default status for new plans
- Webhooks for integrations
- Cron job setup
Workflow Exampleโ
- Create a new plan for a key client.
- Fill in Due Diligence (financials, marketing).
- Add Team Information and Service Ability Offering.
- Define Objectives and Tasks in Planning.
- Link related projects and invoices in Relations.
- Add Meeting Notes and Competitors as needed.
- Export to PDF for meetings or reporting.
- Use Templates for similar clients next time.
Where to Go Nextโ
- Managing Account Plans โ Filters, bulk actions, saved filters
- Creating a New Account Plan โ Step-by-step creation
- Plan Tabs and Sections โ Detailed tab descriptions
- Templates โ Create and use templates
- Relations โ Link projects, invoices, estimates