Wednesday, February 27, 2019

Create a Custom KPI Comparing Date Ranges of a Saved Search (i.e. This month vs. last month)


Navigate to Reports > Saved Searches > All Saved Searches > New > Customer.

1.     In the Results tab > Name, add Summary Type = Count > Add field "Date Created".

2.     In the Available Filters tab > Filter: Date Created > Show in Footer = True.

3.     Save this Search.

Add this to your dashboard: Home > Dashboard > Personalize Dashboard.

4.     Key performance Indicators Portlet > Setup > Add Custom KPIs > Select the Saved Search you just created > Range = This Month > Compare Range = Last Month > Save.

5.     Refresh the dashboard.

Expected Result in dashboard:

6.     The result should show you the number of new created customer records last month and this month

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