Custom Role > Create KPI Scorecard > Unexpected Error

Scenario When a custom role tries to add a Custom KPI Scorecard in the dashboard, it shows “Unexpected error has occurred”   Solution Log in as an Administrator Navigate to Customization > Centers and Tabs >  KPI Scorecard Affected Scorecard: Click Edit Click Content Click Custom Note: Make sure that there are no skipped fields for Custom KPI#1-9. For instance, if you will add… Continue reading Custom Role > Create KPI Scorecard > Unexpected Error

KPI Scorecard

NetSuite enables us to create custom scorecards that can be displayed in the KPI Scorecard dashboard portlet. Formula popup page, available from the KPI scorecard record, provides dropdown menus that we can use to build formula expressions. To create a new KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards > New.… Continue reading KPI Scorecard

Proposal For KPI Dashboard Customization

Proposal Summary  This proposal covers the scope of creating a KPI in the dashboard based on some Saved Searches on various measures. The KPI indicators include the Sales, Inventory, Customers, and Employee measures.  Requirement   Graph Tech would like to implement a KPI dashboard with the details below:  Our Solution  We will create saved searches for… Continue reading Proposal For KPI Dashboard Customization