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KPI Scorecard By Period
I am trying to re-create a kpi scorecard that is currently date based to be period based. A couple of things are proving problematic and I am wondering if anyone else has come across them.
1. I need to include some custom record saved searches. These worked fine on the date based scorecards. I added a new custom field of list type "period" to the custom form. I then made sure that was on the filter by tab but the saved search is not showing up as an option to select on my kpi scorecard.
2. I need to include our pipeline on the scorecard. However, this is based off "expected close date" which is not a period. I could go the route of adding another custom field on the opportunity to store the expected close period. Based on my issue in number one I'm wondering if the scorecard would actually recognize that custom field as being of period type.