Filtering Objective KPIs in Value Tracker

To filter objective KPIs in Value Tracker:

  1. In Value Tracker, click Open the Filters Panel 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 parent objectives of the 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 Close the Filters panel to close the Filters panel.