Discussions
KPI Scorecard with Actual Close Date
I'm trying to create a KPI that tracks the total dollar amount from our closed won opportunities per each of the last 4 quarters. I have set up a saved search that tracks the correct data, but when I try to implement this to the KPI Scorecard, it won't properly sort like the search does. I have a feeling the problem is from the date options available in the Available Filters section of the Saved search. I want to use the 'Actual Close' as the date criteria, but that won't allow me to have each quarter's data in the KPI.