You probably remember those dashboards from your NetSuite demo. They looked nice. They sold you on NetSuite. How come yours don’t look like that?
That’s why we wrote this beginners guide.
We’ll be covering:
This guide is part of a series to help people better utilize NetSuite.
Check out our other pieces:
Let us know if you have any thoughts too. Including things to add to this guide.
NetSuite Dashboards are home base and “birds-eye view” of your business metrics inside NetSuite.
This makes them different from the individual record page, lists, reports, etc.
At the top of your dashboard is the NetSuite center.
The NetSuite Center is the horizontal navigation bar at the top of the NetSuite dashboard, it contains your center tabs.
Each role you have has a specified center.
The house icon is your home page. The best practice is to use this 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.
Click or tap!
Personalizein the top right corner.
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.
A custom portlet lets you display a custom portlet with SuiteScript.
A KPI meter portlet lets a user display reporting for a single graphical KPI meter.
A KPI scorecard portlet lets a user display a configured KPI scorecard.
The Key Performance Indicators portlet lets a user display both out of the box and custom KPIs, trend graphs with report drill-down.
A list portlet lets a user show any NetSuite data list (customers, opportunities, employees, etc.) you have access to, including list views, columns, filters, and highlights.
The reminders portlet shows you the out-out-the-box and custom reminders you are assigned to.
A report snapshots portlet shows the user a graphical or list summary for a standard or custom report.
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. We wrote a guide on saved searches as well!
Other common dashboard portlets are:
Take the time to personalize 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:
Personalizein the top right-hand corner.
Our favorites are:
Once installed these all show up as selections for the Custom Portlet in your system.
Good news! Our NewGen systems experts took the opportunity to write about how to install and use them for free.
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 personalize 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.
Check our section below for instructions.
Second, to publish:
Publish Dashboardin the Settings portlet.
Center Typeis locked.
Lock Shortcutsmenu and
Lock New Baroptions if you’d like.
Apply to Roles tabpick the roles this dashboard should apply to. Again, note you only see roles that have the center associated with the published dashboard you’re creating. Check
Override Existing User's Settingsif you want to overwrite the dashboards of current users in that role. Otherwise keeping that unchecked will only apply this published dashboard to new users granted that role.
Apply to Tabs tabpick and choose which tabs in your created dashboard should be part of the published dashboard. Here you can also fully lock each center tab. Locked tabs cannot be modified by the end-user.
As a NetSuite partner for over 15 years, NewGen is a NetSuite partner that is ready to help you with the full scope of your NetSuite implementation needs.
From NetSuite evaluation to implementation, custom SuiteScripting and coding, business process, and optimization – NewGen is your one-stop-shop for NetSuite support and consulting services.
With a reputation built on forging strong customer relationships, we aim to be the go-to subject matter experts for the long haul.
We have an entirely on-shore customer support team consisting of business analysts, developers, and CPAs, we have the in-house expertise needed to take your organization from “How do we do that?” to “What’s next?”. We help you maximize the value of your NetSuite system.
We’re easy to engage for any project with no long-term support agreements required. Use the forms around our website or – reach out if you’re ready to have a conversation about how we can help you!
Reach out and let us show you all the ways NewGen is committed to your success.