Display Open Estimates KPI as Dollar Value Amount instead of Count

User can create a custom KPI to show the Dollar value amount for Open Estimates. The Standard Open Estimates KPI shows only the total count by default. To create a custom KPI:

1. Navigate to Lists > Search > Saved Searches >New.
2. Search Type=Transaction.
3. Enter a Search Title (ex. Open Estimates).
4. On the Criteria sub-tab, add these filters:

• Type is Estimate
• Status is Estimate: Open

5. On the Results sub-tab, add these fields:

• Document Number > Set Summary Type = Group
• Name > Set Summary type = Group
• Amount > Set Summary type = Sum

6. Save the search.
7. Navigate to Home Dashboard.
8. Click on Setup on the Key Performance Indicators portlet.
Note: If Key Performance Indicators portlet is not available > click Personalize > Standard Content and add Key Performance Indicators.

9. Click on Add Custom KPIs button.
10. Select the Saved Search, click Done.
11. Set Range/Comparison Range.
12. Click Save