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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
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KPI Scorecard Months in Rolling Year
I have a KPI Scorecard that is built off of an opportunities saved search. This scorecard shows each month as a column so the sales manager knows how many opportunities there are to close in the coming months. It's used as a forecast KPI.
The scorecard range is set up to "January this year", "February this year", "March this year", etc. Since it's December, the January column is showing $0 since it's looking at January 2023, not January 2024. Is there a way to show this as "January this rolling year"?
Any help is greatly appreciated!
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