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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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Scorecards, periods, custom KPIs and confusion
[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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