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 KPI Title	*	A title that identifies the objective KPI record, up to 50 characters.
Objective	*	The objective that the objective key performance indicator is associated with.
Description	*	The description of the objective key performance indicator.
Category		The category of the objective key performance indicator.
Parent Account	R	The parent account of the objective key performance indicator. This field does not display on the account, success plan, and objective record pages.
Success Plan	R	The success plan of the objective key performance indicator. This field does not display on the success plan and objective record pages.
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: The progress of the objective KPI has decreased: The objective KPI is completed: 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.
Currency ISO Code		For system use. Used to display currency codes in currency fields. This field is only displayed in multi-currency orgs when it is included in the field set that defines the additional fields to display in Value Tracker.

For more information, see Objective KPI Fields.

Note:

You can define additional fields to display in Value Tracker using the Additional Objective KPI Fields property of the CSC Value Tracker Lightning component. For more information, see Customizable Lightning Components.

Buttons

Buttons in the Value Tracker Component

Button	Name	Description
Save	Save	Saves the changes and leaves the page open.
—	Search records...	Narrows the displayed objective KPIs based on the text that you enter.
	Refresh	Refreshes the data in the grid.
	Collapse All	Collapses all groups in the grid. This button is available when you group columns in the grid.
	Expand All	Expands all groups in the grid. This button is available when you group columns in the grid.
	Undo	Undoes changes that were made in the grid.
	Redo	Redoes changes that were undone using the Undo button.
	Add KPI	Adds an objective KPI to the grid. Note: This button is not displayed if a user does not have permission to create objective KPIs.
	Delete KPIs	Deletes objective KPIs selected in the grid. Notes: This button is disabled if no objective KPI is selected. This button is not displayed if a user does not have permission to add and delete objective KPIs.
	Open the Filters panel	Opens the Filters panel of Value Tracker.
	Close the Filters panel	Closes the Filters panel of Value Tracker.
	Full Screen View	Displays the tracker in full screen.
	Collapse Full Screen View	Collapses the tracker when it is displayed in full screen.

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
Account	Search for and select the account whose objective KPIs you want to view in Value Tracker. This field does not display on the account, success plan, and objective record pages.	—
Success Plan	Search for and select the success plans whose objective KPIs you want to view in Value Tracker. This field does not display only when you view Value Tracker on the success plan and objective record pages.	—
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. This field does not display when you view Value Tracker on an objective record page.	—
Category	Select the category of the objective KPIs that you want to view in Value Tracker.	--None--

Note:

You can define additional fields to display in the Filters panel using the Value Tracker Filters Panel Fields field of the CS Cloud Filter Settings custom setting. For more information, see Custom Settings.