How Does Zoho Motivator Make Date Comparisons for KPI Analysis?

How Does Zoho Motivator Make Date Comparisons for KPI Analysis?

FYI, Motivator’s data comparison depends on the KPI behavior definition and the period you’re looking at.  For instance, if you’re looking at “Leads Created” or “Potentials created” “This Month” and the current date is May 15th, then Motivator will compare the KPI value for May 1-15 versus Apr 1-15.  However, if the KPI behavior definition has a “record selection” rule based on a date field in the CRM record (e.g., the “Closing Date” in a Potential record), then you have can chose whether or not to “Include dates in the future” (using a checkbox just below the record selection field).  The two different options support the following use cases:

  • Include future dates to count activities expected to be completed in the future, such as "Calls Scheduled", "Meetings Scheduled", or "Sales Closing" this month.
  • Exclude future dates to count only completed activities, such as "Calls Made", "Meetings Held", or "Sales Closed" this month.