A well-configured NetSuite dashboard is a critical component of a successful ERP implementation, providing you with the information you need most - whether that’s instant snapshots of your KPIs, real-time business data and reports, or shortcuts to areas you visit most often.
While we’ve provided guidance in customising your NetSuite dashboard in the past, this time we want to talk about configuring your dashboard to your particular role. The following in-depth walkthrough of dashboard functionality will provide you with many NetSuite hints, tips and tricks to help you get the most out of your ERP. But first, here are some NetSuite CRM dashboard examples for Sales, Marketing and Customer Support:
Dashboard Tiles allow you to display your business KPIs in a visual layout with different images, colours and icons. The tiles are made available by downloading a SuiteBundle and include three customisable types - static, reminder and scorecard. Static tiles display a static value, such as a percentage rate or target amount. Reminder tiles display numeric data from a saved search record, such as opportunities to close or sales orders to fulfill. Scorecard tiles also display data from saved searches, however, they show the sum of the first column in the search with numeric values. Scorecards can also be used to compare values.
Installing the bundle:
1. Go to Customisation > SuiteBundler > Search & Install Bundles
2. On the Search and Install Bundles page, use the following information to search for the SuiteApp:
3. Click Navigation Portlet to display its Bundle Details page
4. Click Install
1. Go to Setup > Dashboard Tiles > Manage Dashboard Tiles > New
2. On the Dashboard Tile page, specify values for the following fields:
3. On the Data subtab, specify values for the following fields:
4. (Optional) Modify the tile appearance or apply conditional alerts.
5. Click Save.
6. Repeat for each dashboard tile you’d like to display.
1. Go to Setup > Dashboard Tiles > Roles Update.
2. On the Dashboard Tiles Roles Update page, specify values for the following fields:
3. Click Run Update.
4. Click OK.
5. On the Schedule Script Status page, click Refresh to check the status of the update.
1. Click Personalize Dashboard.
2. Click or drag and drop the Custom Portlet item.
3. In the Custom portlet, click Set Up.
4. In the Custom Content Pop-out, in the Source Dropdown select Tiles
Reminders can be set up for important data or tasks in NetSuite. If you do not see a Reminders portlet on your dashboard, click Personalize in the upper right corner of your dashboard. You can also use Personalize Dashboard in the Settings portlet.
1. Change the order by dragging and dropping the items
2. Drag reminders under the ‘Headline’ section to headline a reminder
3. Select ‘Show reminders with zero results’ if you want to see all reminders regardless of results
The Key Performance Indicators portlet displays data from reports over different time ranges or from saved searches, including forecast, pipeline, orders, cases and financial data.
Note: this must be done before setting up the KPI Meter.
1.. Click Personalize Dashboard
2. Click or drag and drop the Key Performance Indicators item.
3. In the Key Performance Indicators portlet, click Set Up to open the Set Up Key Performance Indicators popup.
4. To select standard KPIs for display in the portlet, click Add Standard KPIs to open the Choose Standard Key Performance Indicators dialog.
5. To select saved searches to display as custom KPIs, click Add Custom KPIs to open the Choose Custom Key Performance Indicators dialog.
Once you’ve added your KPIs, you can determine:
Click Save.
The Navigation portlet allows you to create shortcuts on your dashboard to areas in NetSuite that you use often.
1. Go to Customisation > SuiteBundler > Search & Install Bundles.
2. On the Search and Install Bundles page, use the following information to search for the SuiteApp:
3. Click Navigation Portlet to display its Bundle Details page.
4. Click Install.
1. Go to Setup > Dashboard Tiles > Roles Update.
2. On the Dashboard Tiles Roles Update page, specify values for the following fields:
3. Click Run Update.
4. Click OK.
5. On the Schedule Script Status page, click Refresh to check the status of the update.
The Status column displays Complete after the update.
1. Go to Setup > Navigation Portlet > Manage Shortcut Group > New.
2. In the Assign to Category field, select New from the list or click the + icon.
3. In the Name field, enter a name for the navigation category.
4. Click Save.
1. Go to Setup > Navigation Portlet > Manage Shortcut Group > New.
2. Provide values for the following fields:
3. Add shortcuts to the shortcut group:
You can add up to 5 shortcuts per shortcut group.
You can copy the URL’s of the shortcuts that you already use to create a shortcut group.
4. Click Save.
1. Click Personalize Dashboard.
2. Click or drag and drop the Custom Portlet item.
3. In the Custom portlet, click Set Up.
4. In the Custom Content Pop-out, in the Source Dropdown select Navigation Portlet
Trend graphs allow you to see how your KPIs are performing over time, such as a monthly sales trend or a monthly payables trend.
1. Click Personalize Dashboard
2. Click or drag and drop the Trend Graph item.
3. In the Custom portlet, click Set Up.
4. In the Trend Graph Pop-out;
5. Click Save
With a KPI scorecard portlet, you can compare data across multiple KPIs, including displaying a financial overview of your business.
1. Click Personalise Dashboard.
2. Click or drag and drop the KPI Scorecard item.
3. In the KPI Scorecard, click Set Up.
4. In the set-up pop out:
5. Click Save
A KPI meter allows you to visually see how your KPIs are tracking.
1. Click Personalise Dashboard.
2. Click or drag and drop the KPI Meter item.
3. In the KPI Meter, click Set Up.
4. In the set-up pop out:
Annexa is a leading NetSuite partner with extensive experience designing and implementing comprehensive and customised business systems, including payroll solutions, financial management, warehouse management and ecommerce solutions