Using a Custom KPI in a KPI Scorecard

To add a custom KPI to a KPI scorecard:

1. Open the KPI scorecard where you want to add a custom KPI.

   • To edit an existing KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards and click Edit next to the KPI scorecard you want to edit.

   • To create a new KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards > New. 

2. On the Content tab, select one of the custom KPIs (Custom KPI #1–Custom KPI #10) from the KPIs list.

3. On the Custom subtab, find the custom KPI number you added to the KPIs list (Custom KPI #1 through Custom KPI #10) and specify the saved search to be used as this custom KPI.

4. If you want to add a custom KPI ID to a formula expression, select a formula from the KPIs list, click the Set Formula icon in the Formula column, and select one of the custom KPIs you defined on the Custom subtab.

5. Define other settings for the KPI comparison.