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
Tag: Dashboard
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 Mechanics – Centers Overview
Role-specific centers determine the set of tabbed pages that display, optimizing navigation: Classic Interface: Finance Center: Shipping Center: Sales Center: Note: All users can use the Classic Interface by updating their user preferences:
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
VMI RTPOS With RQ API
A new page for SCA users to create orders by a single button click and visualize the sales history
Dashboard for Order Deliveries Proposal
Dashboard for Order Deliveries