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Custom KPI not working

edited Dec 2, 2019 2:01PM in Account Administration 4 comments

All,

Was hoping someone here could lend a hand as this appears to be relatively simple, yet my custom KPI still will not work properly.

So based on the statement that a KPI can be created from any saved search (provided it meets the correct requirments) I should be able to see the results I am after.

Our sales team has several different Prospect stages, and would like to watch the numbers fluctuate between them at a glance. I setup the KPI to have one criteria (the 'status' field set to a particular stage), one result (again, the 'status' field), and Date as an available filter. I save the search, go Home, and setup the custom KPI.

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