This article explains how to test dashboards and key performance indicators (KPIs) in NetSuite to ensure data accuracy, visibility, and performance for end-users.
Prerequisites
- Ensure you have a role with dashboard/KPI access (e.g., Administrator, CFO, Sales Manager).
- Confirm that saved searches or reports powering KPIs are available.
- Verify that you have test data in the system (e.g., transactions, customers, leads).
Testing Dashboards
Step 1: Access the Dashboard
- Navigate to the Home page.
- Use the Center Tabs (e.g., Home, Sales, Accounting) to confirm that different dashboards load correctly.
Step 2: Validate Content
- Confirm portlets (e.g., reminders, KPI meter, trend graphs) are visible.
- Check for any “No Data” or “Error” messages.
- Compare data in portlets against saved searches or reports to validate accuracy.
Step 3: Test Role-Based Views
- Switch to different roles (e.g., Sales Rep vs. Finance Manager).
- Ensure role-based dashboards display relevant KPIs and portlets.
- Confirm restricted data does not appear for roles without permission.
Testing KPIs
Step 1: Open KPI Setup
- Navigate to Home > Set Preferences > Analytics > KPI Portlet.
- Add or edit KPIs.
Step 2: Validate Data Sources
- Identify whether KPIs are from standard metrics (e.g., Sales Orders, A/R Balance) or custom saved searches.
- Run the corresponding saved search or report separately.
- Compare the numbers with the KPI portlet to confirm consistency.
Step 3: Test Date Ranges and Filters
- Change the date range (e.g., This Month, Last Fiscal Quarter).
- Confirm values update correctly.
- Apply different filters (subsidiary, department, location) and validate results.
Step 4: Test Drill-Down Functionality
- Click on KPI values to drill into details.
- Confirm the correct saved search or transaction list opens.
- Validate transaction counts and amounts.
Performance Testing
- Load the dashboard with multiple KPIs to check page performance.
- Note any KPIs that slow down loading (often due to complex saved searches).
- If performance is impacted, optimize saved searches or schedule refreshes.