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 Success Plans Overview.

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.
• To view the Value Tracker in full screen, select .

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

Status Badges

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.

Progress Indicators

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.

KPI Cards

KPI cards provide you with important details about your objective KPIs. The following cards are available in Value Tracker:

• Overall Objective KPI Progress: The percent completion of objective KPIs related to the success plan you are viewing.
• Objective KPIs Completed Overall: The count of objective KPIs with a status of Completed and related to the success plan you are viewing.
• Objective KPIs Overdue: The count of objective KPIs with a status of Overdue and related to the success plan you are viewing.
• Objective KPIs Not Available: The count of objective KPIs with a status of Not Available and related to the success plan you are viewing.

The cards are updated when you save new changes in the Value Tracker grid.

Tip:

You can customize the Value Tracker 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 an objective KPI title to open the objective KPI's record page
• 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.

Grouping Objective KPIs

You can group objective KPIs by selecting one of the grouping options that display when you right-click the following columns in Value Tracker:

• Category
• Description
• Objective
• Objective KPI Title
• Parent Account
• Status
• Success Plan
• Unit

Depending on the column that the records are grouped by, you can view the following information about objective KPIs in the group:

• The value that the objective KPIs are grouped by
• The progress of objective KPIs
• The number of objective KPIs
• The number of completed objective KPIs

When grouping columns in the grid, you can click or to collapse or expand all groups in the grid.

Notes:

• If you click , the grouping remains applied. The last applied grouping in the tracker displays in all locations where the tracker is available when you click .
• Your last selected grouping displays when you access the tracker on the same computer, using the same browser.

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.

Notes:

• If you click , the filters remain applied. The last applied filters in the tracker display in all locations where the tracker is available when you click .

• Your last selected filter criteria display when you access the tracker on the same computer, using the same browser.

• When using the tracker on:

  • A workspace or app page, you must select and apply at least one account in the Filters panel to view any results.
  • A record page, the Account field is not available because the tracker only displays results related to the page's associated account.

• Saved filters are hidden when the tracker is displayed on record pages.

Filter Sets

Filter sets enable you to save collections of applied filters, so that you can quickly apply them to the tracker. You can create and edit your own filter sets, as well as apply any that you have sharing access to. For more information about creating filter sets from the tracker, see Creating Filter Sets.

You can click to manage your own filter sets and any filter sets you have sharing access to. This enables you to edit, delete, and set and remove filter sets as the default one applied. For more information about managing filter sets from the tracker, see Managing Filter Sets.