how to see the in the standard kpis the sales for ...
# ask-stanley-ai
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how to see the in the standard kpis the sales for last month total to todays date
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AI generated answer (using internal Slack threads):
To see the sales for the last month total to today's date in the standard KPIs, you would need to set up a custom KPI. Here are the steps: 1. Navigate to your dashboard and click on the 'Personalize' button. 2. In the 'Standard Content' tab, find 'Key Performance Indicators' and click on 'Set Up'. 3. In the 'Key Performance Indicators Setup' page, click on 'New KPI'. 4. In the 'New KPI' page, select 'Transaction Search' in the 'Type' field. 5. In the 'Title' field, enter a name for your KPI, for example, 'Sales Last Month to Date'. 6. In the 'Search' field, select a saved search that returns the sales data you need. If you don't have a suitable saved search, you will need to create one. The saved search should return sales transactions from the last month to today's date. 7. In the 'Column' field, select the column from your saved search that contains the sales data. 8. Click 'Save'. Now, your new KPI 'Sales Last Month to Date' should be available in your 'Key Performance Indicators' portlet. You can add it to your dashboard to see the sales for the last month total to today's date. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823616564
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816749334
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814641476
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