How to Create and Publish a Dashboard for a Specific Role in NetSuite

Step 1: Log In with the Appropriate Role

To create a dashboard for a specific role, you must log in with that role. For example, if you’re setting up a dashboard for “Sales Manager,” switch to that role first.

Step 2: Customize the Dashboard

1. Navigate to Home: Click on the Home tab to begin customizing.
2. Add Portlets:

• Use the Personalize Dashboard link (top right).
• Select the portlets you want, such as:
• KPI Meter
• Report Snapshot
• Trend Graphs
• Shortcuts
• Reminders
• Custom Searches

Configure Content:

• For KPI meters or saved searches, click the gear ⚙️ icon in each portlet to choose relevant data.
• Use filters and sorting to show only role-specific metrics.

Step 3: Save the Dashboard

1. Once customized, click the Home dropdown > Set Up Dashboard.
2. Click Save to save the current layout.
3. Optional: Click Publish Dashboard to publish the dashboard for the current role.

Step 4: Publish the Dashboard

To share the dashboard with other users of the role:

1. Navigate to:
2. Home > Set Up Dashboard > Publish Dashboard
3. Enter a Dashboard Name.
4. Check the box: “Publish for Role”.
5. Select the Role you want to publish to.
6. Choose whether to Apply to Existing Users or only new users:

• Apply to Existing Users: Overwrites current dashboard setup.
• Apply to New Users: Sets it for users who are newly assigned the role.

1. Click Save & Publish.

Note: Overwriting the dashboard for existing users cannot be undone.

Step 5: Verify as Another User (Optional)

You may test the setup:

• Log in as a user with that role.
• Navigate to Home.
• Check if the dashboard matches the published setup.