Business Action Plan gives an overview of the goals you’ve set for your business and the actions you will take to achieve them. The purpose of a Business Action Plan is to set the goals, create a timeline of what specific task need to be completed and determine what resources are required to reach the business goal.
Add Goal | ![]() |
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Add Activity | ![]() |
How | Click on the Activity dropdown and select the Activity. Without selecting the Goal user can not select the Activity. Based on the Goal selected the Activity dropdown displays the data. |
Add Task & Tactics | ![]() |
What | An activity is a task that you need to complete for your goal. |
How | Click on the Task & Tactic s dropdown and select multiple Tactics. Without selecting the Activity user can not select the Task & Tactics. |
Activity Completion Status | ![]() |
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View Plan Button | ![]() |
What | View Plan is to display the details of Goal,Activity and Task & Tactic selected during the plan creation. It also display the Task & Tactic Details. |
How | Click on view plan button, this displays a pop up. Review your plan and close the pop up. |
Create Your Own | ![]() |
Why | If user do not intend to use the pre-defined Goals, then user can create its own custom new Goal.. |
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Full Task Title | ![]() |
What | It is the full title added for the selected Tactic in dashboard. |
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Completion Status | ![]() |
What | Completion status defines the completion status of the activity. |
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Planned Achievement Date | ![]() |
Why | It defines when the goal achieved according to the plan. |
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Notes | ![]() |
Why |
These are the notes or we can say the comments that are added by the Partner Contact or Channel Team Member. |
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Save Button | ![]() |
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User can save the Task & Tactic Details by clicking on this Save button. |
Delete Button | ![]() |
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Add Button | ![]() |
How | If the User wants to create a new Tactic, then click on Add Button. |
Search Bar | ![]() |
Why | To view the hierarchy and search. |
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Export Button | ![]() |
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