Dashboard – Page 2 – knowledgebase JJ

Display the Total Amount of Sales Created by a Sales Rep in Dashboard

1. Navigate to Reports > Saved Search > Saved Searches > New > Select Transaction. 2. In the Criteria tab > Standard sub tab > Add the following Filters: Type is Sales Order Sales Rep is (any of = select from the list) Main Line is true/yes 3. In the Results tab > Columns sub tab > Set the Summary Type to Amount = Sum. 4.… Continue reading Display the Total Amount of Sales Created by a Sales Rep in Dashboard

Accessing Order management Dashboard.

To access Order Management Dashboard, user should enable Supply Allocation Features Sales Channel allocation Feature The Enable Features page is where users with the Administrator role can turn on or off features in NetSuite. To enable features: Go to Setup > Company > Setup Tasks > Enable Features. Under Items & Inventory subtab, check the boxes… Continue reading Accessing Order management Dashboard.

Cash 360 Enhancement NetSuite Release 2023.2

1. View cash projections for other active subsidiaries, including consolidated subsidiaries: Users now have the capability to access cash projections not only for the primary subsidiary but also for other active subsidiaries, extending to consolidated subsidiaries. This enhancement provides a more comprehensive and consolidated view of cash positions across various business entities within the organization.… Continue reading Cash 360 Enhancement NetSuite Release 2023.2

Steps to add the search result to Dashboard

KPI Dashboards for sales team

Creating key performance indicator (KPI) dashboards for your sales team in NetSuite can provide valuable insights and help track progress toward sales goals. Here are some possible KPI dashboards for your sales team in NetSuite: Revenue Dashboard: Total Sales Revenue: Monitor overall sales revenue in real-time. Monthly or Quarterly Sales Growth: Track the growth of… Continue reading KPI Dashboards for sales team

Dashboard Customization for Custom Search

Scenario The client wants to present the inventory items in a clear and organized manner, with a primary focus on their available quantity based on the location. The items will be displayed, allowing users to easily identify the items with the highest available quantities. In addition to the default sorting functionality, the client wants two… Continue reading Dashboard Customization for Custom Search

Displaying Saved Search Results in Dashboard Portlets.

To make dynamically updated saved search results immediately available, we can add Custom Search portlets to dashboards on one or more NetSuite tabbed pages. Each Custom Search portlet displays results for a saved search that we select. Results are updated every time the page loads. The portlet also has a Refresh link that we can… Continue reading Displaying Saved Search Results in Dashboard Portlets.

Proposal For Dashboard Customization

Dashboard Customization Requirement for dashboard customization, specifically focusing on item sorting in the global search. BigRig wants to explore the possibility of sorting items listed in the global search based on quantity availability. Currently, when searching for a specific item using keywords, all items, regardless of availability, are displayed. BigRig requests a solution to sort… Continue reading Proposal For Dashboard Customization

Roles with Publish Dashboards Permission

By default, the Publish Dashboards permission is available to users assigned the following roles: Administrator – can publish dashboards to users assigned roles in the Classic Center. Intranet Manager – can publish dashboards to users assigned roles in the Ecommerce Management Center. Issue Administrator – can publish dashboards to users assigned roles in the Engineering Center Marketing Administrator –… Continue reading Roles with Publish Dashboards Permission

Tag: Dashboard