how to show account on custom kpis and compare it ...
# ask-stanley-ai
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how to show account on custom kpis and compare it to other months
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AI generated answer (using internal Slack threads):
To show an account on custom KPIs and compare it to other months, you can use the Key Performance Indicators Portlet on your dashboard. However, the standard KPIs may not provide the exact view you need, especially if you want to compare multiple months side by side. Here's a workaround you can try: 1. Create a saved search that pulls the data you need. This could be a transaction search where you group by the month of the transaction date and sum the amount for the account you're interested in. You can also add a formula field to calculate the variance if needed. 2. Once you have your saved search set up, you can add it as a KPI to your dashboard. To do this, go to your dashboard, add a new KPI portlet if you don't already have one, then click "Set Up" on the KPI portlet. From there, you can add your saved search as a custom KPI. 3. Now, your saved search results should be displayed in the KPI portlet on your dashboard. You can select different date ranges to compare different months. Please note that this method may not provide a graphical representation of the data. If you need a more visual representation, you might need to consider using a reporting tool that can pull data from NetSuite, such as Power BI. ****** 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: 0.830773473
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812363505
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81210053
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