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KPI Scorecard Months in Rolling Year

edited Jun 2, 2025 2:41PM in Ask A Guru 4 comments

I have a KPI Scorecard that is built off of an opportunities saved search. This scorecard shows each month as a column so the sales manager knows how many opportunities there are to close in the coming months. It's used as a forecast KPI.

The scorecard range is set up to "January this year", "February this year", "March this year", etc. Since it's December, the January column is showing $0 since it's looking at January 2023, not January 2024. Is there a way to show this as "January this rolling year"?

Any help is greatly appreciated!


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