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
Tag: KPI
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.
KPI Customization
JIRA: PCIC-744 Scenario: Client wants to see the additional column( $$ changes) on the standard KPI of dashboard. Solution: We are unable to add a $$increase column to the dashboard’s KPI. So We have to create new saved search for the similar to the KPI and should have to set up the custom search portlet… Continue reading KPI Customization
Set up KPI meter & KPI scorecard.
The functionality of KPI meter and how to set a saved search value into the KPI meter.