The Success Plans page brings plans from all companies into one portfolio view. Use it to find stalled implementations, see who owns each plan, and review progress without opening every account separately.

Note

Success Plans appears when the feature is enabled for your workspace.

Review the portfolio

Each row identifies the plan, company, owner, and plan status. Progress shows completed deliverables against the total. The view also includes start and target dates, plus logged and package hours where configured. The target date is the latest deliverable due date.

Filter by owner, status, company criteria, or archived state to focus on the work you need. Open a plan to manage its milestones and deliverables on the company record.

Plan status

Status	Use it when
Not started	The plan is agreed but work has not begun.
In progress	The team is actively delivering the plan.
On hold	Work has been paused.
Completed	The plan has been delivered.

Plan status is separate from the status of each deliverable. Review both when closing out a plan.

Work on an account

A company can have several plans, for example an implementation plan and a separate expansion plan. Each has its own owner, goals, milestones, deliverables, and sharing settings.

See Company success plans for creation, templates, List/Board/Timeline views, time tracking, and customer sharing.

Open Success Plans