My Stuff
Comments
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I am trying to get a KPI meter to reflect OUR version of Actuals. Here is a screen shot. As you can see "YD Orders this month" is my customized search. This figure is really what we would consider our "Actuals". I don't have a way of comparing this figure to a Forecast or Quota within the KPI Portlet. I was hoping that the…
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Thanks Dominica. I have already created this view and we can see it on the dashboard. I was hoping to get a visual of this value of orders/sales compared to their forecast on the KPI meter. We should be able to get custom KPIs that better meet our needs but I am not sure how to ensure that the Sales value in the Sales vs…
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I actually would like to see SALES - unapproved and approved as well as invoiced altogether as one amount. From what I can see, the standard NS sales is either invoiced or unapproved or approved. I need to see all three categories together.
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Thanks I think I'm good with the second request of Alt Sales Forecast but still am interested in figuring out OUR version of Sales which is only orders for use in KPI meters. Would hate to create something custom for what seems to be standard for a number of companies