Tag: Dashboard

Tips and Tricks on Dashboards

The Navigation Portlet SuiteApp can provide a major assist to admins, as it allows them to create a role-specific home dashboard portlet with categorized quick links to commonly accessed reports, records and other information for different users. Sales and operations employees can quickly get the information they need with customer or vendor dashboards. First pull… Continue reading Tips and Tricks on Dashboards

Dashboard Restrictions

Dashboards can be restricted and can set the level of control users have on the dashboard. Unlocked: Allows users to add, move and remove content from the dashboard layout. Requires the least amount of work for the administrator because employees can make any changes as needed. Add/Move content: Allows users to add, and move content… Continue reading Dashboard Restrictions

Proposal For Dashboard and Record Customization

Proposal Summary  This proposal covers the scope of creating a custom dashboard based on the CRM activities. The KPI indicators include the Sales, Inventory, Customers, and Employee measures.  Requirement 6 Main menus: Home / Leads / Opportunities / Companies / Contacts / Reports   • Menus to be discussed   Shortcuts   Setup   SuitApps   Support   • Each menu:   •… Continue reading Proposal For Dashboard and Record Customization

CUSTOMIZING DASHBOARDS

DASHBOARD:– A visual workspace that empowers users with visibility to real-time data analysis and access to critical information the user needs at their fingertips.– NetSuite provides a default set of portlets for the dashboard in each center. Most default dashboard configurations can be personalized. DASHBOARD PORTLETS:Some of the most common dashboard portlets used to monitor… Continue reading CUSTOMIZING DASHBOARDS

Dashboard Tiles and Center tab Setup : SuiteSuccess

Dashboard Tiles Set Up This edition comes delivered with custom Dashboard Tiles. Share the delivered Dashboard Tiles with the newly created Customer roles by following the steps below. NOTE: Follow this process for all roles. In the Administrator role navigate to Setup à Dashboard Tiles à Roles Update Target Role: This is the role created based on the… Continue reading Dashboard Tiles and Center tab Setup : SuiteSuccess