Last post I discussed NetSuite Trend Graphs – the little chart that could. This portlet displays the differences in data over selected time intervals for up to three KPIs in a single chart. Adhering to the three basic principles of creating the underlying saved searches (link to blog), these can be used as KPIs elsewhere in NetSuite.
In this post let’s discuss NetSuite KPIs, to be more exact, NetSuite KPI, Scoreboard and Meter Portlets.
KPIs, distill your raw data into critical business metrics that you can see and interact with on your dashboard. KPIs enable you to spend your precious time learning from and acting on your data. NetSuite includes over 75 prepackaged KPIs based on NetSuite standard reports, including summaries of forecast, pipeline, orders, cases, and financial data. And the kicker as mentioned above, you can create custom KPIs, based on your custom saved searches. No two businesses are alike. It’s natural that you would need custom KPIs based on your custom processes and custom record types in NetSuite.