When setting up custom KPIs, what is required for date ranges?

The requirement that a custom KPI must be based on a saved search with a date filter is essential because it ensures that the KPI is relevant to a specific timeframe. Date filters allow users to specify the exact period they are interested in analyzing, such as current month, quarter, or year, which helps in assessing performance against relevant time-bound criteria.

KPI analysis is often about tracking performance over time, and without a date filter, the data could become ambiguous or irrelevant, leading to misinterpretation of trends and patterns. By using a saved search with a date filter, it enables precise monitoring of business metrics, facilitating informed decision-making and strategy development based on specific temporal insights.

In contrast, other options do not encompass the full requirement for effective KPI date range setups. Simply having a saved search without filters would not provide the necessary focus on timeframes. Defining a KPI by the user is important, but it alone does not address the necessity of a date context for performance evaluation. Linkage to customer records, while useful for certain KPIs, is not a requirement for establishing the relevant date range in KPI setups.