Tag: KPI

Including a search in an existing custom KPI Scorecard

First, create a saved search Navigation to KPI Scorecard: Customization>Centers and tabs> KPI Scorecards Then open the custom KPI scorecard to which a new search is to be added. Click edit button Then in the Content subtab, choose the custom tab, select the created search name in the CUSTOM KPI #1 option. Then choose the… Continue reading Including a search in an existing custom KPI Scorecard

Display a comparison of saved search data in KPI

Points noted while creating Saved Search Search criteria should not include a Date range Should have only one field with Summary Type (such as group, sum, or count) Should have a date column defined as a Filter on the Available Filters subtab Then in KPI Home>Dashboard Click on the setup option of the KPI portlet… Continue reading Display a comparison of saved search data in KPI

Revenue in KPI

In NetSuite, the “Revenue” KPI (Key Performance Indicator) typically calculates the total revenue generated by your business over a specified period. The specific transactions and accounts included in this calculation can vary based on your company’s setup and the specific configurations within NetSuite, but generally, it includes:    Sales Orders: Revenue from sales orders that… Continue reading Revenue in KPI

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

Proposal For KPI Dashboard

Proposal Summary  This proposal outlines a customized solution for rendering the KPI Dashboard. This solution will involve the creation of external URLs that displays the KPI Dashboard using the data fetched from NetSuite.  Requirement  Currently, Hygiene Technologies is using an Excel file to manually create a KPI Dashboard. This wants to be automated. They need… Continue reading Proposal For KPI Dashboard

KPI on dashboard shows no values for the saved searches when run by a sales role.

Scenario: User is unable to get any results of saved search on KPI when using a sales role. Solution: This can be done by enabling core administrative permissions to the sales role. Enable Core Administrative Permissions on the Sales Role Navigate to Setup > Users/Roles > Manage Roles Sales Role: Click Edit Core Administrative Permissions: Enter Checkmark Click Save Note: By assigning Core Administration Permissions to a… Continue reading KPI on dashboard shows no values for the saved searches when run by a sales role.