DASHBOARD
A dashboard is a summary of tabbed pages in your NetSuite user interface. This consists of a home page and pages according to your NetSuite role. Your dashboard data is dynamically displayed in portlets and provides direct access
into raw data, KPIs, trend graphs, chart-based work-books, and reporting. You can create a unique dashboard set up to visualize the exact data you need to operate your role. For each user, NetSuite displays tabbed pages called the center. The center is based on the user’s role and provides the pages and links that each role needs to perform its daily duties. Most pages in each center display a collection of real-time data relevant to the page the user is viewing. The dashboard is available on every page you see in NetSuite except documents, set up and customization pages. Edit records quickly and visualize the overall picture of your business in real-time to make better, faster, and more accurate
decisions.
publish a dashboard in NetSuite
To publish a dashboard, be sure you create it in a center type matching the center types of roles that will be using the dashboard. Once it is configured to your business needs, click settings and go to publish dashboard. Enter the dashboards name, notes, specific locks on shortcuts and apply to the roles you want the dashboard published to. Click save to publish a dashboard to its respective roles.
When a dashboard is published, each administrator has the option to publish in add/move content mode, unlocked mode or locked mode. The only mode that has no editing restrictions is in its unlocked state. When it is locked, the end-user can not make any edits. In add/move mode the user can move items around and add items on their login page but cannot remove content.
Dashboard Portlets
To see the information available to display on your dashboard, click the Personalize Dashboard in the settings portlet on the upper right of your screen. This panel displays everything you can add to your dashboard on the standard content tab. You have the ability to display one portlet per dashboard on a Standard NetSuite tab and multiple portlets on custom NetSuite tabs.
Adding a Portlet to a Dashboard:
Unless the dashboard is locked, you can add a portlet to a dashboard anytime. In the Settings portlet click Personalize Dashboard and the palette opens at the top of the page. In the other tabs, click the portlet icon to add it to the top of the page or drag and drop the portlet to a specific location. Hover over a portlet to see the number of available portlets for each category. After adding a portlet, you can modify the layout to any location on the dashboard. To remove a portlet click remove in the portlet menu.
Content Available for Display In Dashboard Portlets:
- Account Reconciliation Summary – Displays key data for reconciling activities.
- Analytics – Display up to 5 analytics charts – One workbook-based chart per portlet.
- Calendar – Drill down activities ordered by date/time.
- Custom Portlet – Display up to 6 results from SuiteScript as lists, links, data, html, etc.
- Custom Search – Display up to 6 saved search results on the home page.
- KPI Meter – Display up to 3 graphical meters of KPI data and download.
- KPI Scorecard – Performance comparisons of specific KPI indicator data.
- KPI – Key business metrics in a summary of reports, saved searches as date ranges, comparisons and results not meeting expectations. Define up to 4 KPIs as headlines and trend graphs.
- Links – Displays links to related NetSuite pages.
- List – Record lists selected by type with the ability to view and edit records.
- My Login Audit – Login activity to track activity, ip address login and details.
- New Release – Summary of new features with links to more information.
- Phone calls – List of approaching scheduled phone calls and links.
- Project tasks – Projects assigned to you and other project resources.
- Quick Add – Effortlessly add records to a selected type.
- RSS/Atom Feed – URL content from HTML document or website.
- Recent Records – Recently created, edited or viewed records.
- Recent Reports – Recently created, edited or viewed reports.
- Reminders – Tasks past due or soon to be completed.
- Report Snapshots – Display up to 10 custom reports in a graphical list.
- Saved Searches – Your Top 10 saved searches in a specific time period.
- Scheduler – View other employees schedules and activities.
- Search form – Form to search for records of a specific type.
- Settings – Links for set up tasks.
- Shortcuts – Navigate quickly to the pages you use the most.
- Tasks – Upcoming CRM tasks assigned to you.
- Trend graphics – Display up to 3 time-based KPI graphics in a single chart.