Using Success Tracker

The Success Tracker provides a view of all of a success plan's related objectives, and their associated playbooks and playbook tasks. Enabling you to view information about the progress, status, and relevant resources of the records at a glance. Records are displayed in a scheduler view providing you with a holistic overview of your success plan's related records and their dates.

Tips:

You can right-click a date column header to zoom, specify date ranges, and show current timeline.

You can right-click a grid column header to sort and hide columns.

You can hover over an objective, playbook, or task to display its dates.

Viewing Records

You can change the scheduler view by selecting one of the following: Days, Weeks, Months, Quarters, or Years. To return to today's date, click Today.

To refresh the data displayed in the Success Tracker, click .

To collapse or expand all of the records displayed, click or respectively.

You can use the search bar to search for a specific record. The returned result displays within the context of the hierarchy in the Success Tracker.

The Success Tracker is read only. Use the links displayed to navigate to the appropriate record and update the relevant information.

The Progress column displays a visual of the progress and a percentage. It is determined differently for objectives, playbooks, and playbook tasks. For more information, see Success Tracker Lightning Component Fields.

Notes:

Your last specified scheduler view is retained using local storage and displays when accessing the component using the same browser, on the same computer.

When viewing an objective or playbook, the Resource cell displays the objective or playbook owner. When viewing a playbook task, the cell displays all resources assigned to the task.

Records with no start and end date display in the list, but don’t display within the scheduler.

For records that have a start day but no end date, the end date defaults to one day after the start date and displays in the Success Tracker. Similarly, if the record has an end date but no start date, the start date defaults to one day before the end date and displays in the Success Tracker.