List creators can assess the performance of actionable lists at a glance by using Key Performance Indicator (KPI) Bar. KPI Bar is located above the Actionable List Members component.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Professional, Starter, and Unlimited Editions with the required add-ons |
| User Permissions Needed | |
|---|---|
| To view and modify the information on KPI Bar: | Actionable Segmentation permission set |
Here are the things list creators must keep in mind when they use KPI Bar:
- By default, KPI Bar is hidden. To see KPI Bar, click Show KPI Bar. To hide KPI Bar, click Hide KPI Bar.
- By default, KPI Bar shows the total number of actionable list members or prospects in an actionable list and the details of up to five actionable list member statuses. If a list has more than five statuses, KPI Bar shows the details of the five oldest statuses based on the creation date of the statuses.
- KPI Bar automatically updates the information when list creators apply filters on the list of actionable list members or perform a row-level action, such as changing the actionable list member status.
- To update the information on KPI Bar, list creators must refresh the page.
- To modify the information on KPI Bar, list creators must have the permission to edit the associated actionable list.
- List creators can click
to modify the information on KPI Bar by selecting and adding up to three custom
KPIs. Custom KPIs contain "(Custom)" in their name. If a custom KPI's target object is the same
as the object that’s used to create an actionable list, then the custom KPI is available for
selection.