Deleting Objective KPIs

You can delete an objective KPI:

  • In the Create Objective and Edit Objective windows, when either creating or editing the objective related to the objective KPI that you want to delete
  • When creating a success plan from a template
  • From the record page of the objective KPI that you want to delete
  • From the record page of the objective that the objective KPI is associated with
  • In the Record Details panel of Success Tracker if the related objective is associated with a success plan
  • In the Objective KPIs tab

Deleting Objective KPIs from the Create and Edit Objective Windows

When creating or editing an objective, you can delete its related objective KPIs using Delete KPIs in the Objective KPIs section of the following windows:

Deleting Objective KPIs from the Related Objective's Record Page

To delete an objective KPI from the related objective's record page:

  1. In the App Launcher, navigate to the Objectives tab.
  2. Click the objective associated with the objective KPI you want to delete. The objective's record page displays.
  3. Click the Related tab.
  4. Click Show 4 more actions next to the objective KPI that you want to delete, then click Delete. The Delete Objective KPI window displays.
  5. Click Delete.

Deleting Objective KPIs from the Objective KPIs Tab

To delete an objective KPI from the Objective KPIs tab:

  1. In the App Launcher, navigate to the Objective KPIs tab.
  2. Click Show 4 more actions next to the objective KPI that you want to delete, then click Delete. The Delete Objective KPI window displays.
  3. Click Delete.

Deleting Objective KPIs from Success Tracker

To delete an objective KPI from Success Tracker:

  1. Navigate to Success Tracker. For more information, see Using Success Tracker.
  2. In the Success Tracker grid, select the checkbox next to the objective related to the objective KPI that you want to delete.
  3. Click Record Details in the toolbar.
  4. Click Edit in the Objective KPIs section of the Record Details panel. The Edit Objective KPIs window displays.
  5. Select the objective KPI that you want to delete. You can select multiple objective KPIs.
  6. Click Delete KPIs.
  7. Click Save.

Deleting Objective KPIs when Creating a Success Plan from a Template

You can delete objective KPIs that belong to an objective included in a success plan template when creating a success plan from a template. This is useful if you want to customize objective KPIs already included in the template before creating the new success plan.To do this, you must create a success plan from either the Actions panel or Success Tracker. For more information, see Creating Success Plans.