Calculated Field for Activity Over a Month for KPI Percentage

Question & Answer
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1

Hi, I’m trying to calculate the percent of leads that were active over the past month as a KPI. I had to use a date field and narrow down activity by the month using this:

“periodToDateCountOverTime(count({s_t_sf_id}),{s_t_sf_most_recent_activity},MONTH)”

And then I took the initial calculated field and put it into this calculated field to try to get the percent of leads that were active. But, i’m unable to add it as a KPI. I feel getting the missing field well error. Is there a better way to re-write these equations or a fix to have it be KPI able? I tried adding pre-agg but it was erroring out…

Screen Shot 2022-08-04 at 3.34.38 PM
Screen Shot 2022-08-04 at 3.34.38 PM2880×1800 109 KB

2

Hi KKdm,

If you add the missing field to the field well, you should be able to use this calculation in a KPI. Assuming the missing field is your date field and you don’t want to see anything other than the percent of leads that were active as a single value, you can hide the dates from the KPI by formatting the KPI to “show primary value only”.

Does this resolve your issue?