What is the final step in the process for setting up custom KPIs?

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The final step in the process for setting up custom KPIs is to save the configuration. This step is crucial because it ensures that all the parameters, settings, and specifications you’ve defined for the custom KPIs are properly recorded and stored within the NetSuite system. By saving the configuration, you are effectively committing the changes you've made and making them available for use within dashboards, reports, and other analytical tools.

Once you have set up your custom KPIs—defining the metrics, the data sources, and any calculations or conditions—you need to save this setup in order to utilize the KPIs effectively moving forward. If this step is skipped, the work completed may be lost, and the custom KPIs would not be available for tracking performance, which negates the purpose of creating them in the first place.

Other actions such as displaying the dashboard or reviewing past periods might involve the use of the KPIs afterward, and contacting support is generally reserved for troubleshooting or specific assistance rather than a step in setting up custom KPIs. Hence, saving the configuration is essential to finalize the custom KPIs setup.

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