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KPI not showing last month's data for the custom search.

edited Jul 2, 2025 10:58PM in Account Administration 6 comments

Hi, I need all of the list below that I mentioned, but the problem is that these are all custom saved searches that only display the values from this month or this year, In KPI, it shows current month or current year data but not the past. How can I get this to work?

New Opportunites (this mth vs last month) Mine

New Leads (this mth vs last month) Mine

New Business (this mth vs last mth) Mine (new business equals Closed won, closed pending compliance) $ value

Quota - Mine $ Value This month vs last month

New Business YTD (this fiscal year vs last fiscal year) Mine (new business equals Closed won, closed pending compliance) $ value

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