Using Value Tracker

Value Tracker enables you to view and manage objective KPIs of one or more objectives associated with a single success plan. This consolidated view of all objective KPIs per success plan gives customer success managers more control over them.

Viewing Value Tracker

You can view Value Tracker on success plan record pages in the Value Tracker tab. For more information, see About Success Plans.

Viewing Objective KPIs

In Value Tracker, you can view the following information for individual objective KPIs:

  • Parent objective
  • Category, description, and unit
  • Baseline, current, and target values
  • Progress, target date, and status

The following badges represent the status of objective KPIs:

  • Completed. An objective KPI is completed when its current value matches or exceeds the target value.
  • Not Available. An objective KPI either has no values or the values are specified incorrectly. In this case, its progress is calculated as 0%.
  • In Progress. An objective KPI is in progress if it is not yet complete and its target has not been exceeded.
  • Overdue. An objective KPI is overdue if it is still incomplete when its target date is earlier than the current date.
Tip:

If Not Available is displayed, you must specify the current or target value for the objective KPI.

The following indicators represent the changes in progress of an objective KPI:

  • The progress of the objective KPI has increased: Increased to
  • The progress of the objective KPI has decreased: Decreased to
  • The objective KPI is completed: Completed with target value reached at

No indicator is displayed if there is no change in progress.

Managing Objective KPIs

In Value Tracker, you can:

  • Click a parent objective's description to open its record page
  • Edit objective KPI fields by double clicking
  • Click Reload to refresh the data in the grid
  • Click Add KPI to create an objective KPI
  • Click Delete KPIs to delete objective KPIs selected in the grid
  • Use the search box to search for objective KPIs in the grid
Tip:

To view objective KPIs with a specific status, enter the status you want in the search box.

Filtering Objective KPIs

Filters enable you to focus the objective KPIs displayed in Value Tracker so that only the objective KPIs you want to view are displayed. For more information about the fields available in the Filters panel, see Value Tracker Lightning Component Fields.

To filter objective KPIs in Value Tracker:

  1. In Value Tracker, click Open the Filters Panel to open the Filters panel.
  2. Specify a date range for the objective KPIs displayed in Value Tracker. You can select a minimum target date, a maximum target date, or both.
  3. Search for and select the objectives whose objective KPIs you want to view.
  4. Select a category of the objective KPIs that you want to view.
  5. Click Apply to apply the selected filters. To reset the filters to their default values, click Reset.
  6. Click Close the Filters panel to close the Filters panel.