Monitoring Actionable Lists by Using KPI Bar

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.