KPIs
Create and use a KPI
Choose a template or start from scratch. Templates are starting points;
you can adjust their settings before saving.
Name the KPI, choose whether it measures activity over time or a snapshot
at each period end, and select a record type.
Choose an aggregate calculation and field, then add a filter if you only
want to count matching records.
Choose a period and comparison where appropriate, set the number of
history periods, and save.
Open the KPI to review the current value and history. Add a goal if you
need to compare results with a target.
To show it on the homepage, add it in the
Home Dashboard editor.
Creating and changing KPIs requires Manage Reports and the necessary
access to the source records. Viewing a KPI also requires access to the data
it uses. If a KPI or field is unavailable, ask an administrator to review your
role.

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