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
Tag: Dashboard
Steps to add the search result to Dashboard
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
Proposal For NetSuite Dashboard And Report Configuration For IPPF Roles
Proposal For NetSuite Dashboard And Report Configuration For IPPF Roles
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