Rule Conditions for Supported KPI Objects

You can use both standard and custom attribute (fields) to define rule filter conditions for your KPI.

If you're creating or editing custom KPIs, use the Attribute drop-down list from the Conditions section of the Create Custom KPI page and apply rule filter conditions to your custom KPI.

Note: The Attribute drop-down list is automatically populated with the correct predefined internal field name. For custom fields, you must enter the internal name of the custom field you previously created in Application Composer.

The following table lists the predefined fields available for adding filter conditions to each of the supported KPI objects.

KPI Object	Add Field
Activity	Account ID Account Number Activity Activity Number All Day Assessment ID Asset ID Business Plan ID Campaign ID Case ID Claim ID Contact Number Deal ID Delegator Direction Externally Owned Fund Request ID Lead ID Location Location ID Objective ID Opportunity ID Outcome Owner Owner ID Partner Party ID Partner Program ID Percentage Complete Primary Contact ID Priority Private Resource Number Service Request ID Status Subject Subtype Type
Interaction	Account ID Account Number Channel ID Channel Type Contact ID Contact Number Direction Interaction Number Owner Resource ID Resource Number Status Stripe Code Substatus Code
Opportunity	Asset Number Authority Budgeted Currency Forecast Line of Business Name Need Opportunity Last Update Date Opportunity Number Owner Primary Competitor Primary Contact Sales Channel Sales Stage Source Status Win Probability Win/Loss Reason
Opportunity Revenue	Amount Comments Customer Product Group Name Include in Forecast Opportunity Number Opportunity Status Primary Product Product Group Product Type Recurrence Type Code Revenue Number Sales Channel Sales Credit Sales Credit Type Split Type Code Status Win/Loss Reason
Sales Lead	Accepted Account Name Asset ID Asset Number Budget Status Contact Email Contact Time Zone Customer ID Deal Size Job Title Lead Created By Lead Last Updated By Lead Name Lead Number Owner Owner ID Primary Contact ID Primary Contact Name Primary Partner Identifier Primary Group Rank Registration Number Registration Status Registration Type Score Source Status