Which of the following is a best practice for creating custom KPIs?

Adding a date or period filter on the available filters subtab is a best practice when creating custom Key Performance Indicators (KPIs) because it allows you to refine the data set that the KPI analyzes. Utilizing filters enhances the focus of the KPI by providing specific time frames or periods, making the KPI more relevant and insightful. This can help address specific business questions, trends, or performance evaluations over defined intervals.

For instance, if you are tracking sales performance, applying a date filter enables you to analyze sales data for a particular month, quarter, or year, making it possible to compare results effectively. This targeted approach ensures the KPI reflects the dynamics of the business over time, rather than showing an aggregate that may not accurately represent current performance or trends.

Creating a KPI without any filters may lead to a broad and less meaningful analysis, as it could aggregate numbers across varying periods or criteria, ultimately obscuring trends or actionable insights. Likewise, defining multiple date ranges in the criteria tab could introduce complexity that complicates the interpretation of the results or dilutes the clarity of the KPI. Utilizing multiple fields with summary types can offer more data granularity; however, without the right filters or focus, the KPI might also fail to provide the specific insights decision-makers need at