how to create a custom KPI for my dashboard that shows total revenue by employee using the revenue account balance for the FYTD and the Headcount statistical account balance

AI generated answer (using internal Slack threads):

To create a custom KPI for your dashboard that shows total revenue by employee using the revenue account balance for the FYTD and the Headcount statistical account balance, you would need to create a custom search and then add it to your KPI Scorecard. Here are the steps: 1. Create a Custom Search: Go to Reports > Saved Searches > All Saved Searches > New. Select the appropriate record type (e.g., Transaction). In the criteria subtab, you would need to set up filters for the Fiscal Year to Date (FYTD) and the Revenue Account. In the results subtab, you would need to include the Employee and the amount of the Revenue Account. Make sure to summarize the amount by SUM. 2. Create a Headcount Search: Create another saved search for the Headcount statistical account balance. This could be a search on the Employee record where you filter by the custom checkbox field "include in headcount" (or similar). Summarize the count of employees. 3. Create a Custom KPI: Go to Customization > Centers and Tabs > KPI Scorecards > New. Add the saved searches you created in the previous steps as custom KPIs. You can then use a formula to divide the total revenue by the headcount to get the revenue per employee. 4. Add the Custom KPI to your Dashboard: Go to your dashboard and add the KPI Scorecard portlet. Configure the portlet to include the custom KPI you created. Remember, the KPI Scorecard allows you to add up to 10 custom searches (rows) to each KPI Scorecard. So, you can create separate KPIs for each department if needed. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******