Using Value Tracker

Value Tracker enables you to view and manage all the objective KPIs of:

• Objectives associated with a success plan
• Objectives associated with an account
• A single objective

This consolidated view of objective KPIs 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.

Note:

• By default, Value Tracker is displayed on success plan record pages, but your administrator can add it to additional record pages, app pages, and workspaces. For more information, contact your administrator.

• You must have Read permission for the Account object to view Value Tracker on:

  • App pages
  • Record pages other than the account, objective, and success plan pages

  For more information, contact your administrator.

• When displayed on a workspace, Value Tracker also displays the Parent Account and Success Plan columns.
• When displayed on an account record page, Value Tracker also displays the Success Plan column.

Viewing Objective KPIs

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

• Parent objective, account, and success plan
• 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:
• The progress of the objective KPI has decreased:
• The objective KPI is completed:

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

Tip:

You can customize the grid by reordering, resizing, hiding, and sorting the columns, and by dragging the splitter bar. Your customized view is then retained when you access Value Tracker:

• On the same record page type
• On the same device
• Using the same browser

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 to refresh the data in the grid
• Click to undo changes made in the grid and to redo them
• Click to create an objective KPI
• Click 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. You can also search for specific target dates using the search box.

Notes:

• When creating an objective KPI in Value Tracker, the Parent Account and Success Plan fields are automatically populated and cannot be edited unless you are viewing Value Tracker on an account or success plan record page.

• To edit objective KPIs, you must have the correct permissions assigned. For more information, contact your administrator.

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 to open the Filters panel.
2. Select an account of the objective KPIs that you want to view. This step is not required if you view Value Tracker on an account, success plan, or objective record page.
3. [Optional] If you are viewing Value Tracker on a success plan record page, select an objective of the objective KPIs that you want to view.
4. [Optional] If you are viewing Value Tracker on an account page, select a success plan of the objective KPIs that you want to view.
5. 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.
6. Search for and select the objectives whose objective KPIs you want to view.
7. Select a category of the objective KPIs that you want to view.
8. Click Apply to apply the selected filters. To reset the filters to their default values, click Reset.
9. Click to close the Filters panel.