Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Don't miss out on our Question of the Week! You only have until tomorrow, October 30, 2025, 2PM ET to comment your answers and earn rewards! Click here for more details.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
KPI for New Leads
The KPI for New Leads takes you to the Lead Source Analysis Report. That report does not pull from the Created Date, just the Lead Date. In reseaching it appears that this is the last date any activity took place. I have the comparison set for Today vs. Yesterday and it is pulling Leads creatd last week. When I look at the Profile sub tab I see the created date.
Also, When I look at Leads apprearing on this KPI, I am seeing "Closed Lost". When I try to customize the report by changing the date to Date Created and adding filters for Closed Lost, it saves the new report as a custom report even though I do not change the name and continues to pull the KPI from the report that has bad data.
0