Viewing Existing Success Plans

Navigate to Partner Management > Success Plans to access a list of your current Success Plans. The list displays this information for each plan:

Parameter	Type	Description
Partner	Text	The partner assigned to the plan.
Strategy Name	Text	The strategy associated with the plan. Click the up and down arrows next to Strategy Name to view in alphabetical order. This will help you see which partners have each strategy assigned.
Status	Drop Down	The current status of the plan: Upcoming - the start date is set in the future. In Progress - the plan’s Start Date has passed but the End Date has not. The plan is active for the partner. Ended - the Start Date and End Date of the plan have both passed. The plan is over.
Start/End Date	Date	The dates for which the plan applies for the partner, and when it is visible to them in the portal. When the plan is published in the portal, it is active for the partner and any tasks completed by the partner or user will be tracked. Click the up and down arrows next to Start Date/End Date to sort the list in ascending/descending order. The Start and End Dates are configured for the Strategy that the plan is based on.
Created	Text	The date on which the Success Plan was created by the supplier. Click the up and down arrows next to Create Date to sort the list in ascending/descending order.