SECTIONSObjective KPI Trending Dashboard
The Objective KPI Trending dashboard enables you to view information about all of your objective KPIs over time, using data derived from the Customer Success Cloud dataset. The dashboard is designed to be embedded on record and app pages.
For more information about how the values are calculated, see CS Cloud Analytics Data Reference.
This dashboard is created as part of the CS Cloud Core Analytics.
Suggested Use Cases
Data displayed in this dashboard can help you perform the following tasks:
- View the distribution of objective KPI progress
- View the duration of active objective KPIs
- View relevant details about each progress update
Objective KPI Trending Guide
| Name | Description | Calculation | Referenced Calculation | Source Dataset |
|---|---|---|---|---|
| Filters Panel | Refines the data displayed in the dashboard. | — | — | — |
| Objective KPI Progress Trending Over Time Chart | Displays the progress of objective KPIs over time. | Average of the progress of all individual objective KPIs. Filters: Objective KPI Value Id is not "N/A". | Objective KPIs | Customer Success Cloud |
| Average Objective KPI Progress Bar | Displays the percent progress of objective KPIs over time. The progress bar corresponds to the Average Objective KPI Progress reference line in the Objective KPI Progress Trending Over Time chart. | |||
| Progress of Individual KPIs | Displays the percent progress of individual objective KPIs. Clicking one or more objective KPIs automatically updates the Objective KPI Progress Trending Over Time chart to display only the trending for these objective KPIs. | The progress of each objective KPI. |
Prerequisites
To create this dashboard you must have Customer Success Cloud Spring 2025 or later installed in your org.
Embedding the Dashboard
This dashboard is designed to be embedded on record and app pages. For more information on how to embed the Objective KPI Trending dashboard, see Setting up the CS Cloud Core Analytics App.