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Scorecards, periods, custom KPIs and confusion

edited Dec 2, 2019 2:02PM in Account Administration 5 comments

[edited as caching was causing some of the issues]
hi, i'm looking for help getting my head round scorecards...

[LIST=1]
[*]It appears that KPI scorecards come in two flavours: period-based and date-based. Period-based scorecards don't allow you to use saved searches for custom KPIs. Is that how it works? Or is there a way to make a saved search period-based?

[*]If i do a simple date-based scorecard with a saved search for employees, i can show the current number of employees, but i can't figure out how to show previous levels of employees. What date (hire, release?) should i have in the search and what date-ranges in the scorecard, etc? I have the same problem with other saved searches - cases, phone calls, etc.

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