Objective KPI Fields

The Objective KPI object includes the following fields.

Key:

* – Mandatory field , R – Read-only

Objective KPI Fields
Field   Description
Baseline Value   The starting value of the objective key performance indicator, up to four decimal places. You can specify a unit for this value in the Unit field.
Blocked   If selected, the objective key performance indicator's progress is blocked. Objective KPIs can be set as blocked regardless of their status. This field is automatically selected if the status of the objective KPI's parent objective is set to Blocked. This field can also be automatically selected based on additional objective statuses if the administrator specified them using the Objective Blocked Statuses field in the CS Cloud Settings custom setting.
Category  

The category of the objective key performance indicator. The available values are:

  • --None--
  • Approval on Time
  • Budget Variance
  • Completion on Time
  • Customer Satisfaction
  • Project Margin
  • Reduced Timecard Errors and Time to Bill
  • Resource Management Margin
  • Skill Capacity
  • Time to Staff
  • Timecards Submitted on Time
  • Utilization

We recommend customizing this field to include values specific to your organization.
Current Value   The current value of the objective key performance indicator, up to four decimal places. You can specify a unit for this value in the Unit field.
Customer Success Metric   The customer success metric associated with the objective key performance indicator. You can use it to facilitate automatic population of metric account values based on objective KPI value updates in your custom flows and processes. For more information, see Health Scores Overview.
Description * The description of the objective key performance indicator, up to 255 characters.
External   If selected, the objective key performance indicator is marked as external and is available for external access, for example on Experience Cloud sites.
Last Progress Update   For system use. Used to determine the date and time of the last progress update.
Objective * The objective that the objective key performance indicator is associated with.
Objective KPI Name   A name that identifies the objective KPI record, in the format OKPI-{00000000}.
Objective KPI Title * A title that identifies the objective KPI record, up to 50 characters.
Previous Progress R Calculates the previous percent completion of this objective KPI, based on its baseline value, previous value, and target value.
Previous Value   For system use. Used to store the previous value of the objective KPI before the latest progress update.
Progress R Calculates the percent completion of the objective KPI between 0% and 100%, based on the baseline, current, and target values.
Status R

The status of the objective KPI, calculated based on the objective KPI's progress. The available statuses are:

  • Completed: The objective KPI's current value meets or exceeds its target value.
  • In Progress: The objective KPI is not yet complete and its target value has not been met or exceeded. This status displays only if either its target date or parent objective's start date is not specified.
  • Not Available: The objective KPI's values are missing or invalid. Progress is calculated as 0%.
  • Not Started: The start date of the objective KPI's parent objective is in the future.
  • Off Track: The objective KPI is behind schedule relative to its target date and parent objective's start date.
  • On Track: The objective KPI's progress meets or exceeds expected progress relative to its parent objective's start date and its own target date. The objective is also on-track when it has not been progressed with, has no target date, and its parent objective has no start date.
  • Overdue: The objective KPI is not yet complete and its target date has passed.
Target Date   The target date of the objective key performance indicator.
Target Value   The target value of the objective key performance indicator, up to four decimal places. You can specify a unit for this value in the Unit field.
Unit  

The unit of measurement for the baseline, current, and target values of the objective key performance indicator. The available values are --None--, EUR, GBP, JPY, USD, Hours, Days, Weeks, Months, Percent, and Quantity. The default value is --None--. We recommend customizing this field to include values specific to your organization.