Module 19: Custom KPIs - Suite Analytics Learning Hub

Custom KPIs from Saved Searches

When the 75+ standard KPIs don't meet your needs, you can create custom KPIs based on saved searches. This lets you track any metric you can query with a saved search — from custom calculations to specific transaction types.

Requirements for Custom KPIs

⚠️ Critical Requirements

A saved search must meet these requirements to work as a KPI:

Exactly ONE summary field in Results (Sum, Count, Average, etc.)
Date as Available Filter — NOT as Criteria filter
No date criteria — the KPI portlet applies date ranges dynamically

Creating a Custom KPI Search

📍 Steps

Create a saved search on the desired record type
Add criteria filters (EXCEPT date filters)
On the Results subtab, add ONE field with a Summary Type (Sum, Count, etc.)
On the Available Filters subtab, add the Date field
Save the search
Navigate to Setup → Company → KPIs
Add your custom KPI based on the saved search

💡 Example: Total Open Invoice Amount

Setting	Value
Search Type	Transaction
Criteria	Type = Invoice, Status = Open, Main Line = True
Results Field	Amount (Summary Type = Sum)
Available Filter	Date

Result: KPI shows total dollar value of open invoices for any selected date range.

🎯 Key Takeaways

Custom KPIs are based on saved searches
Must have exactly one summary field (Sum, Count, Average, Min, Max)
Date must be an Available Filter, not a Criteria filter
KPI portlets apply date ranges dynamically
Create KPIs at Setup → Company → KPIs

← Previous: Standard KPIs Next: Workbook Overview →

🎯 Module 19: Custom KPIs