Value Tracker Lightning Component Fields

The tables below show the fields and buttons displayed in the Value Tracker component. For more information about this component, see Customer Success Cloud Lightning Components.

Fields

Key:

* – Mandatory field , R – Read-only

Fields in the Value Tracker Component
Field   Description
Objective   The objective that the objective key performance indicator is associated with.
Category   The category of the objective key performance indicator.
Description * The description of the objective key performance indicator.
Unit   The unit of measurement for the baseline, current, and target values of the objective key performance indicator.
Baseline Value   The starting value of the objective key performance indicator.
Current Value   The current value of the objective key performance indicator.
Target Value   The target value of the objective key performance indicator.
Progress R

The percent progress of the objective key performance indicator.

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.
Target Date   The target date of the objective key performance indicator.
Status R The status of the objective key performance indicator.

For more information, see Objective KPI Fields.

Buttons

Buttons in the Value Tracker Component
Button Name Description
Save Save Saves the changes and leaves the page open.
Reload Refresh Refreshes the data in the grid.
Add KPI Add KPI Adds an objective KPI to the grid.
Delete KPIs Delete KPIs Deletes objective KPIs selected in the grid.

Filter Buttons

Filter Buttons in the Value Tracker Component
Button Description
Reset Returns the filter criteria to the default values and updates the content of Value Tracker based on those values.
Apply Updates the contents of Value Tracker using the filter criteria specified.

Filter Fields

Filter Fields in the Value Tracker Component
Field Description Default
Target Date Specify a date range for the objective KPIs displayed in Value Tracker. —
Objective Search for and select the objectives whose objective KPIs you want to view in Value Tracker. —
Category Select the category of the objective KPIs that you want to view in Value Tracker. --None--