The My Business | Value Tracking page allows you to see all objective-based activity in one place—customer health, objective coverage, progress, and realization. Identify, measure, and prove customer outcomes, right inside Totango.

Page components

Filtering

Use the filtering options to narrow or expand the records in this view.

• Account filter: Defaults to "Accounts assigned to You." Optionally toggle to "All Accounts" within the team account set.
  
  If employee hierarchy is enabled in your instance, the filter dynamically defaults based on whether or not you have direct reports. Managers have an additional option: "Accounts Assigned to You + Team Members Assigned to You" | "All Accounts"
• Topline filters: Apply multiple filters using logical operators (AND/OR) and nested filter groups. Admins can set default filters per view. 

  When you select a filter value, all other default filter options are temporarily hidden. The selected filter value(s) persists between all My Business views, even if other views have different default filters.

Tiles

Click inside the tiles to open a segment preview or an option to go to a segment view.

• Average coverage: Percent and breakdown of accounts that have active objectives, including Total ARR of accounts without objectives. 
• Accounts with at-risk objectives: Percent and breakdown of accounts that have active objectives that are at-risk, including total contract value of those accounts. 
• Accounts with value achieved: Percent and breakdown of accounts that have completed objectives, including total contract value of those accounts. 

Active objectives by account

Click between views to see contract value or renewal-based distribution of active objectives by pacing (on track = green | at risk = red). Hover over views to view details.

• Contract value: Distribution of active objectives by contract value
• Renewal date: Distribution of active objectives by renewal date (next 9 months)

Health breakdown by value realization

View a breakdown of account health by contract value for the following categories. Click into each health status (Good | Average | Poor | Unknown) to drill into the account names and open a segment.

• Value realized: At least one objective completed
• In progress: At least one objective in progress
• Alignment missing: No active objectives

Health breakdown by accounts with objectives completed in the last 90 days

View a breakdown of account health by contract value for accounts with objectives completed recently. Provides a measurable way to see impact of value tracking. Click into each health status (Good | Average | Poor | Unknown) to drill into the account names and open a segment.

List of objectives

See all objectives in the current view. 

• Filter by objective data points.
• Use the search bar to search by account name.
• Hover over a record under the [Account Name] column to see a Preview (eye) icon. Click to open a preview of the account profile view with more options.
• Click on objective name to open the objective form to edit objective details.

FAQs

Question: How can I use value tracking in my health score profiles?

Answer: At this time, you can use the account-level attribute Number of Objectives in your health profiles. This attribute is part of the system-level Work dimension and can be used, for example, to indicate whether an account has at least one defined objective (signaling progress toward value). 

For deeper insights into objective status, visibility, or progress, we recommend creating a dedicated objectives segment. While these data points aren't currently available for use in health profiles, segments can give you more control on how you track and analyze value-related activity across your accounts.