What is necessary to set up a Custom KPI in NetSuite?

To set up a Custom KPI (Key Performance Indicator) in NetSuite, a summary saved search returning a single aggregate value is essential. This is because the Custom KPI relies on the data and calculations derived from the saved search to quantify performance effectively. The aggregate value specifies a particular metric which the KPI will track, such as total sales or average inventory.

While other aspects, such as filters and roles, may enhance the KPI's functionality or control access, the fundamental requirement is to have that summary saved search that consolidates data into a single, meaningful figure. This forms the basis upon which the Custom KPI is built, allowing users to visualize and analyze performance metrics effectively.