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.
External   If selected, the objective key performance indicator is marked as external and is available for external access, for example on Experience Cloud sites.
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: Increased to
  • The progress of the objective KPI has decreased: Decreased to
  • The objective KPI is completed: Completed with target value reached at

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.
Blocked   If selected, the objective key performance indicator's progress is blocked
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.
Reload Refresh Refreshes the data in the grid.
Collapse All Collapse All Collapses all groups in the grid. This button is available when you group columns in the grid.
Expand All Expand All Expands all groups in the grid. This button is available when you group columns in the grid.
Undo Undo Undoes changes that were made in the grid.
Redo Redo Redoes changes that were undone using the Undo button.
Add KPI 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 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.
Record Details Record Details

Opens and closes the Record Details panel that shows details of the selected objective KPI. The panel stays open until you close it.

Note:

This button is not displayed if the component's Hide Record Details Panel property field is selected.
Open the filters panel Open the Filters panel Opens the Filters panel of Value Tracker.
Close the Filters panel Close the Filters panel Closes the Filters panel of Value Tracker.
Full Screen View Full Screen View

Displays the tracker in full screen.
Collapse Full Screen View Collapse Full Screen View

Collapses the tracker when it is displayed in full screen.
Actions Actions Opens a drop-down list that contains the Add CS Activity Note action. This button is not displayed for unsaved objective KPIs.

Record Details Panel Buttons

Buttons in the Record Details Panel of the Value Tracker Component
Button Name Tab Description
Actions Actions CS Activity Notes

Opens a drop-down list that contains the following actions:

  • Edit: Opens the Edit CS Activity window, where you can edit an existing CS activity.
  • Delete: Opens the deletion confirmation window, where you can delete a CS activity.
  • Manage Attachments: Opens the Manage Attachments window, where you can add attachments to a CS activity and preview or delete them.

Show Details

Show Details

 Shows the panel with additional activity information.

Hide Details

Hide Details

 Hides the panel with additional activity information.

Record Details Panel Tabs

Tabs in the Record Details Panel of the Value Tracker Component
Tab Description
Value Tracking Displays up to 100 progress changes of the objective KPI over time.
CS Activity Notes Displays the CS activity notes associated with the objective KPI.

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
Saved Filters Specify the filter set you want to apply. For more information, see Filter Sets Overview. —
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 Search for and select one or more categories of the objective KPIs that you want to view in Value Tracker. --None--
Blocked Select whether blocked objective KPIs are displayed in Value Tracker. No Preference
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.