Success objective record page
This page provides a detailed view of the success objective and its related outcomes and initiatives as defined in the success blueprint.
To view this page, follow these steps:
- Login as a user with the sn_acct_lc.ale_success_agent role.
- Navigate to and select the List icon.
- Navigate to , and open an engagement.
- Select the Success blueprint tab and click the
icon to open the page.
This page includes the following sections:
- Header: This section shows the progress, priority, state, the driver category, the number of days left for this objective to be completed, and the planned end date.
- Success outcomes: The success outcomes associated with the objective. For each objective, you can see the status, value realized (the current value based on the percentage of the target achieved), and the number of days left for this outcome to be achieved. Select a success outcome to view the success initiatives associated with it. Click Edit to drill down to the Success Outcome page.
- Success initiatives: The list of initiatives associated with the selected success outcome. The subject, progress, and the number of days remaining are displayed. Click the Number column to drill down to the Success Initiative record page.