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. [Optional] Select a saved filter set, then click Apply.
  3. Select an account to filter by. This step is not required if you view Value Tracker on an account, success plan, or objective record page.
  4. [Optional] If you are viewing Value Tracker on an account page, select a success plan to filter by.
  5. [Optional] Specify a date range to filter by. You can select a minimum target date, a maximum target date, or both.
  6. [Optional] Search for and select the parent objectives of the objective KPIs to filter by.
  7. [Optional] Search for and select one or more categories of the objective KPIs to filter by.
  8. [Optional] Select whether you want to view blocked objective KPIs.

  9. Click Apply to apply the selected filter options. To reset the filter options to their default values, click Reset.

  10. Click Close the Filters panel to close the Filters panel.