Steps to Implement KPI Scorecard with Saved Search for Multiple Periods

Steps to Implement KPI Scorecard with Saved Search for Multiple Periods:

1. Create a New Saved Search (for each KPI):

• Navigate to Lists > Search > Saved Searches > New.
• Select Transaction (or another appropriate record type) as the search type based on the KPI you are measuring (e.g., revenue, customer returns, etc.).

1. Define Criteria:

• In the Criteria tab, apply necessary filters, such as:
• Type (e.g., Invoice, Return Authorization, etc.).
• Status (ensure it’s not Voided).
• Period
• Other filters relevant to your KPI, such as customer price level, account type, or created-from value.

1. Add Results and Summary Criteria:

• In the Results tab, choose the fields to display in the KPI scorecard (e.g., Amount, Quantity, Date).
• Set the Summary Type to calculate totals, averages, or counts (e.g., Sum for revenue or Count for number of transactions).
• You can group by Period for period-based calculations.

1. Set Available for KPI:

• Go to the Available Filters tab and add Date/ Period as a filter. This will allow dynamic filtering for different time frames in the KPI scorecard (e.g., This Period, Last Period, Year to Date, etc.).

1. Save the Saved Search:

• Save the search with a descriptive name for the KPI, e.g., “Total Revenue – Chef Works.”

1. Add Search to KPI Scorecard:

• Navigate to Home > Dashboard > Personalize > KPI Scorecard.
• Create a new KPI or edit an existing one.
• Under KPIs (custom), select the saved search you created for the respective KPI.
• Set the Date Range Options for multiple periods:
• This Period
• Last Period
• Period Before Last
• Last Fiscal Quarter
• Fiscal Quarter Before Last
• Year to Date
• Last Year to Date

1. Save and Refresh the Dashboard:

• After adding the saved search to the KPI scorecard, save the changes and refresh the dashboard. The KPI scorecard will now reflect data across multiple periods.