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.
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.
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.
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
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:
- In Value Tracker, click
to open the Filters panel.
- 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.
- [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.
- [Optional] If you are viewing Value Tracker on an account page, select a success plan of the objective KPIs that you want to view.
- 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.
- Search for and select the objectives whose objective KPIs you want to view.
- Select a category of the objective KPIs that you want to view.
- Click Apply to apply the selected filters. To reset the filters to their default values, click Reset.
- Click
to close the Filters panel.