Creating Objective KPIs

You can create an objective KPI and associate it with:

  • A new objective. You can do this when creating a new objective from either the Actions panel or Success Tracker. This enables you to create objective KPIs with values up to two decimal places.

  • An existing objective. You can do this from:

    • The objective's record page
    • The Objective KPIs tab
    • Success Tracker

      • This enables you to create objective KPIs with values up to four decimal places.

An objective KPI can only have one objective associated with it. However, an objective can have multiple objective KPIs.

Creating Objective KPIs when Creating an Objective

You can create objective KPIs and automatically associate them with a new objective. To do this, create an objective from either the Actions panel or Success Tracker. For more information, see Creating Objectives.

Creating Objective KPIs for an Existing Objective

You can add objective KPIs to an existing objective from either the objective's record page or from the Objective KPIs tab.

To add an objective KPI to an existing objective:

  1. Click New in either:

    • The Objective KPIs related list in the Related tab of an objective record
    • The Objective KPIs tab

  2. Complete the following fields:

    1. [Optional] Enter a description.
    2. [Optional] Select a unit of measurement for the baseline, current, and target values.
    3. Select an objective for the objective KPI. This field is automatically populated if you create an objective KPI from an objective record page.
    4. [Optional] Enter a baseline value up to four decimal places.
    5. [Optional] Select a target date.
    6. [Optional] Enter a current value up to four decimal places.
    7. [Optional] Enter a target value up to four decimal places.
  3. Click Save to save the objective KPI or Save & New to save the objective KPI and create a new one.

To add an objective KPI to an objective associated with a success plan in Success Tracker:

  1. In the App Launcher, navigate to the Success Plans tab.
  2. Click the success plan that the objective is associated with. The success plan's record page displays.
  3. On the success plan's record page, click the Success Tracker tab.
  4. In the Success Tracker grid, select the checkbox next to the objective that you want to add an objective KPI to. To view the objective you want, you might need to click Expand next to its related success plan.
  5. Click Edit in the toolbar. The Edit Objective window displays.
  6. Click Add KPI in the Objective KPIs section.

  7. Complete the following fields:

    1. [Optional] Enter a description.
    2. [Optional] Select a unit of measurement for the baseline, current, and target values.
    3. [Optional] Enter a baseline value up to four decimal places.
    4. [Optional] Enter a current value up to four decimal places.
    5. [Optional] Enter a target value up to four decimal places.
    6. [Optional] Select a target date.
  8. Click Save.

To add an objective KPI to an objective associated with an account in Success Tracker:

  1. In the App Launcher, navigate to the Accounts tab.
  2. Click the account that the objective belongs to. The account's record page displays.
  3. On the account's record page, click the Success Plans tab. If you cannot view this tab, contact your administrator.
  4. In the Success Tracker grid, select the checkbox next to the objective that you want to add the objective KPI to. To view the objective you want, you might need to click Expand next to its related success plan.
  5. Click Edit in the toolbar. The Edit Objective window displays.
  6. Click Add KPI in the Objective KPIs section.

  7. Complete the following fields:

    1. [Optional] Enter a description.
    2. [Optional] Select a unit of measurement for the baseline, current, and target values.
    3. [Optional] Enter a baseline value up to four decimal places.
    4. [Optional] Enter a current value up to four decimal places.
    5. [Optional] Enter a target value up to four decimal places.
    6. [Optional] Select a target date.
  8. Click Save.