How should criteria be set when creating a custom KPI?

When creating a custom KPI in NetSuite, the criteria should be very specific to ensure that the KPI effectively measures the intended performance metric. This specificity allows users to focus on meaningful and actionable data, enhancing the clarity and relevance of the KPI. By avoiding the inclusion of date ranges or periods, the KPI can maintain a broader applicability across various time frames, which is essential for trends analysis and comparison.

Setting criteria without date restrictions also allows for continual performance tracking, making the KPI more versatile. This approach can help identify patterns and anomalies over time rather than being limited to specific data slices that might not accurately represent ongoing performance trends.

In contrast, other options suggest either including date ranges, which could limit the KPI's applicability, focusing only on transaction types, which may not encompass all necessary variables for a comprehensive analysis, or requiring multiple summary types, which can complicate the KPI's design without necessarily enhancing its effectiveness. Thus, having specificity in criteria while omitting dates enhances the custom KPI's utility and clarity.