NetSuite Dashboards give a “birds-eye view” of your business metrics inside NetSuite. It provides a visual workspace that gives users instant, uninterrupted access to accurate information.
This makes them different from the individual record page, lists, reports, etc. A dashboard is available not only on your home page, but on every page you see in NetSuite except the Documents, Setup, and Customisation pages.
The NetSuite Centre is the horizontal navigation bar at the top of the NetSuite dashboard, it contains your centre tabs. Each role you have has a specified centre.
The best practice is to use your dashboard to view your most critical day-to-day business intelligence and news. Content is displayed in portlets. NetSuite Portlets display dynamic, real-time data from the NetSuite single-source database.
o set up dashboards, you need to understand the following:
An analytics portlet lets you show a SuiteAnalytics chart, pivot table, or table view.
A calendar portlet lets you show activities (tasks, calls, and calendar events) for a period in a calendar format.
Custom portlets enable you to display SuiteScript results on your dashboard.
A KPI meter portlet lets a user display reporting for a single graphical KPI meter.
KPI scorecard portlet can display data comparisons across multiple key performance indicators (KPIs).
Key Performance Indicators (KPIs) provide summaries of your forecast, pipeline, orders, cases, and financial data right on your dashboard. You can use standard KPIs or create custom KPIs based on saved searches.
List portlets can display records of a specific record type. You can choose among standard record types (employees, activities, transactions, and many other) and custom record types created by you or other users.
You can set up reminders for important data or tasks in NetSuite. The reminders portlet shows you the out-out-the-box and custom reminders you are assigned to. When you click a reminder in the portlet, you go to a page with more details where you can take action as necessary.
Report Snapshot portlets can show summaries of some reports that are available to you. You can choose among standard report snapshots or create custom report snapshots.
A trend chart portlet lets you illustrate trend graphs and information over time between up to three KPIs.
A saved search portlet displays a saved search, including columns, filters, and highlights.
Other common dashboard portlets are:
Take the time to personalise the standard content on your home dashboard page as an end-user. Businesses and users who take the time to change the information overview, data, and reports typically see more success.
To do so:
Our favourites are:
Once installed these all show up as selection for the Custom Portlet in your system.
Lists and Saved Searches are great for viewing company data. But you can also update and interface with data via these.
Check to see if your List or Saved Search has pencil icons at the top of the column. If so, click into rows to edit the information right from your dashboard.
Most Lists also give you access to the Create New menu. This allows you to quicky create child records associated to that record.
Email fields will have buttons that allow you to one-click draft an email.
If you’re an administrator you have the ability to personalise a dashboard and share it.
Administrators can also lock-down and provision to other users.
This is great for keeping continuity in your company. It can also help out users that aren’t as comfortable configuring the system.
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