Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Counting Prospects on a Scorecard
I set up a new custom KPI for a scorecard that should report new prospects. I'm missing something. All the numbers are the same. There are pre-made kpi's for New Leads and New Customers but I can't peek under the hood to see how they're set up.
The saved search has one filter (Stage = Prospect) and the results are just the customer internal ID, grouped. I also tried count with no luck. The available filter is Date Created.
This is what I see. Guidance is very much appreciated.
0