First, we need to create a saved search that we need to add to the dashboard view using the Key Performance Indicators and KPI Score Card.
- After creating the search go to the home page and click the personalize link and click or drag and drop the Key Performance Indicators to add the dashboard.
In the Key Performance Indicators, we can see the three dots on the right side click the dots, and select the setup option.
Click the Add Custom KPIs, then our created saved search list shows to select the search that we need to add as a custom KPI and click done.
- For each selected custom KPI, in the Range list, select the date or period range for which data should be included.
- In the Compare column, check the box if we want to compare results from the time period defined in the Range list with results from another period defined in the Compare Range list.
- For each selected custom KPI, in the Highlight If list, select greater than or less than if we want to highlight data that exceeds or falls short of a defined threshold. If we do not want to highlight this KPI, leave this column blank.
- If we selected an option in the Highlight If column, enter the threshold value in the Threshold column.
- If we want the change to be highlighted in the portlet’s headline when the specified threshold value is reached, select the check box in the Headline column.
- Click Save.
(Note: We can choose up to 10 custom KPIs.)