When you have finished, click Done. To make a customised KPI Scorecard under NetSuite navigate to: Setup > Customization > KPI Scorecards > New. Report Builder Identify the use of the Financial Report Builder Interface feature for a desired formatting result. For example, if a value goes over a certain threshold. The saved search does not incorporate date fields that are specified as filters on the Criteria subtab. Provides innovative, reliable, cost effective cloud-based IT solutions tailored to fit your business, boost productivity, gain competitiveness, profitability and balance leading top-down relations. To open a custom KPI scorecard, you can: In the KPI Scorecard portlet, click the “Edit” link, or; Go to Customisation > Centres and Tabs > KPI Scorecards and click “Edit” next to the scorecard. Visibility is critical to understanding your business, increasing efficiency, and distinguishing the areas that need to improve. Choose the orientation and decide if you would like to show a graph trend icon or a date row. CFO. Under KPI Scorecard, select your scorecard. Key Performance Indicators (KPI) Key Performance Indicators, or KPIs, synthesize the raw data into critical business metrics that can be seen at the right side on the dashboard in the chosen formats. KPI Performance Key. B. Competitive. Enter the essential header information Name, Description, and Owner and then go into the info on below mentioned tabs: KPI’s > That’s where you can choose the various KPI’s that you intend to screen on your KPI Scorecard. Check with your account administrator to ensure you have the KPI Scorecards permission. NetSuite’s real-time Dashboards provide you with business intelligence from a single system of record across all areas of your company—from accounting and sales, to fulfillment and support. NetSuite also allows you to download or print KPI meters by clicking on the three circles on top right of the portlet menu. These date ranges apply to all of your scorecard data. YouTube, LinkedIn, Twitter, Pinterest, Instagram, and Facebook. operating system, integrated software, any programs embedded, installed or activated on delivered hardware, and modifications of such programs), ii) Oracle computer documentation and/or iii) other While customizing the scorecard, for a given KPI select the second KPI to “Compare Value To”.You can use the shortcut to “Compare with Previous“ if you want to compare the results of this comparison to the comparison defined in the row above this one on the KPIs subtab. Here are a few to get you started: 1. How to utilize the NetSuite Custom KPI in a KPI scorecard. Check out our recent blog post recapping the latest and greatest updates for 2019.2 this October. 3. • Creating a KPI scorecard: Head to Customization > Centers and Tabs > KPI Scorecards > New (Admin). 6. Go to Customisation > Centres and Tabs > KPI Scorecards > New Please note: If this menu option is not available, the KPI Scorecards feature may not be enabled, or you may not have permission to create scorecards. Watch the video. Key Performance Indicators. Date field must be identified as an available filter. Not listed? Note: Only saved searches with a date field defined under “Available Filters” are available for use as custom KPIs in scorecards. For more information about KPI Scorecards, please search NetSuite Help for “KPI Scorecards Overview.” To configure the Functional Expense KPI Scorecard, you’ll create one Saved Search to calculate each of the three types of functional expenses (GA, Programs and Fundraising), and a fourth Saved Search that calculates the total. Your business may just be beginning to track this metric, perform this business function or identified this as a problem. 4. 7. The NetSuite dashboard on the home page contains a KPI Scorecard which can be configured based on your role’s needs. A formula field is required under Results tab of the saved search KPI. NetSuite Inbound Shipping: An Explainer. By Kris Blackmon with Jude Marie Reser. One of the most significant components of NetSuite is the ability to have a real-time, 360 view of your business on a single dashboard. If you own a KPI scorecard, you can make changes to it. 3. NetSuite tips – Navigating through the application, NetSuite tips – Understanding the dashboards, NetSuite tips – how to set up email alerts, NetSuite tips – customising and sending emails from records, NetSuite tips: An overview of the changes to NetSuite’s user interface, How Ecommerce Can Help Businesses Through the Pandemic, Growing Your SaaS Business in Uncertain Times, Financial Modelling: Examples and Best Practice, 7 Use Cases for Enterprise Resource Planning (ERP) Software, [Infographic] Your roadmap to buy business software, 2/3 H2O Business Park, Nottingham, NG15 0HT, In the KPI Scorecard portlet, click the “Edit” link, or. No contracts for services & troubleshooting, no minimums…If you have a NetSuite question, shoot us a line. With direct drill-down capability, you can move from a summary level directly to greater detail, and you can see real-time information to proactively manage for better results. • To reveal summary data like maximum, total amount, average, or minimum, choose a field and select its summary type. 8:14 - Quick add portlet for NetSuite CRM leads. Save up to 93% in IT costsassociated with maintaining, integrating and upgrading separate applications. 6:35 - List on the NetSuite dashboard. Sales, and Actual vs Quota. Learn more about the Worlds #1 Cloud ERP. Sales), Quota. Before you start, ensure that your KPI meter that you would like to expose is listed in the KPI portlet. Yes, when you think Key Performance Indicators (KPIs), you probably think of financial metrics or leads and you’re not wrong. 5:10 - NetSuite KPI meter. Get a Free Product Tourof NetSuite Today! 4. On the KPIs subtab of the Content tab, you can add KPIs and define their comparisons, and add formulas and define formula expressions: ____________________________. If there is a specific hex color you would like to use for your chart, select the Custom Series Color field. 4. Modify the search to fulfill your demands and resave. After you have entered date ranges, you can reorder them by dragging and dropping or using the Move buttons (you must select the line first). Sales), Quota (Alt. On the Date Ranges subtab of the Content tab, you can define multiple date ranges (or periods). Your business is competitive in this area, but there’s still room for advancement. Now you can establish other conditions for the KPI comparison. Select the relevant scorecard from the drop down list, and choose whether you would like to restrict the scorecard to your dashboard only, or if you would like to share it. We’re continuing to write a series of guides for our NetSuite customers, providing them with hints and tips all designed to make their lives easier with regards to the use of NetSuite. 12) Which statement is true about creating a KPI Scorecard? Each trend graph portlet incorporates the option to download, export to a CSV file or print for your records. Label the name of your search in the Saved Search form as it will display in the custom KPI lists, scorecard and Set Up KPI popup. Our senior team of experienced NetSuite consultants is available and happy to assist right away. Manage your entire organisation in real-time on a centralised website. We make a selection of our blog’s most relevant news, a section dedicated to what we know best: Cloud Business Management Solutions. In this popup, you can:        a. They can also include Excel-like formulas with KPIs and functions in their expressions. Click Add Custom KPIs to open the “Choose Custom Key Performance Indicators” popup. This month’s guide is all about setting up KPI scorecards, so that you can see and compare the information that is important to you at a glance. Select Standard Content. 2. Foundational. this week, month, quarter, year) within one portlet on the Dashboard. Select from the KPIs dropdown to add KPI IDs to the formula. A Dashboard is a summary of tabbed pages in the NetSuite UI interface. 6:29 - Key performance indicators. Managing Accounting Periods Setting Up an Accounting Period: Learn how to set up an Accounting Period, select a past or future posting period for each transaction, and Follow the steps to generate a new saved search to be utilized as a custom KPI: • To display a counted number of search outputs for a single KPI choose the ID field (Number) and determine a Count summary type. NetSuite dashboards and reports offer instant snapshots of your designated key performance indicators (KPIs) and provides real-time trend graphs and ad hoc reports. Click a saved search in the left list to move it to the right list. Scorecards … - Selection from NetSuite ERP for Administrators [Book] b. Must have only one field with a count, group or sum on the results subtab and summary type. 2. NetSuite enables you to manage your entire retail enterprise with key metrics so you can make timely, fact-based decisions with dashboard analytics and retail reporting. In order for a saved search to be utilized as a custom KPI that reviles performance for numerous date ranges in the KPI Portlet, scorecard, meter, or trend graph, the search definition must meet these terms: Check out more NetSuite tips, tricks, and how-to blog posts from our experts! However, this can be taken a step further by setting up KPI scorecards. Click KPI Scorecard to add it to your Dashboard. Identify necessary settings to create a KPI Scorecard. Nevertheless, with some creativity, we’ll use this feature to solve our license utilization needs. NetSuite allows you to display up to 3 Key Performance Indicator meter portlets in a dashboard. NetSuite allows you to add 5 trend graph portlets to a page and set display possibilities for up to 3 Key Performance Indicators. Learn how to personalize a dashboard in NetSuite to show you trend graphs, opportunity report snapshots, and sales KPIs. Select a search type in the new Saved Search index. Search, KPIs and Report Snapshots. Some notes regarding saved search used as custom KPIs • The title of your search will appear in the custom KPI dropdown lists in the Set Up Key Performance Indicators popup and the KPI scorecard. 2. 4. How Cloud Technology Supports a Decentralised Workforce and Increases Operational Efficiency. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Identify ten custom KPIs to be calculated in each KPI scorecard portlet. © Copyright 2021 - Protelo, Inc - All Rights Reserved | Privacy Policy. Please note, the KPI scorecard feature must be enabled for KPI scorecard to appear in the list. The title of the search is displayed in the custom KPI lists scorecard and in the Set-Up KPI popup. You can base this definition on roles, departments, subsidiaries, groups, employees, or partners. NetSuite Oracle-NetSuite is a Business Management Platform (BMP) that empowers you to streamline your processes and grow your business. Sign up to our newsletter. Locate the custom KPI number that you selected from the KPIs list on the Custom subtab and select the saved search that you would like to … Real-time visibility across the business, with 24/7 access from any browser. To include these KPIs in the portlet, Go to Set Up > Add Standard KPIs > Select the desired KPIs > Done and Save. To open a prebuilt KPI scorecard, you can: If you would like to learn more about how you can use NetSuite features such as KPI scorecards to give you a better insight into your business’ activities, please don’t hesitate to get in touch with one of our team of experts. That’s all to create a NetSuite custom KPI. Add a custom scorecard to your KPI Scorecard Dashboard: 1. Now that you have created your scorecard, you can add it to your dashboard in the usual way: Select ‘Personalize Dashboard’ in the top right. 5-Star NetSuite Partner Protelo is here to help. Go to Customization | Centers and Tabs | KPI … - Selection from NetSuite ERP for Administrators [Book] Sales) to the KPI Portlet, • Forecast vs. 6. New chart themes and updates are being introduced with NetSuite Version 2019.2. NetSuite How To: Import Online Bank Data & Auto Match Transactions, 4. A. When you have finished entering the expression, click Save. Customizations In NetSuite: What To Know, 5. Select. Fun fact: Custom KPIS are displayed with a c icon. 3. To customise a prebuilt NetSuite KPI scorecard, open it and make changes, then save it with a different name. Protelo’s 5-Star NetSuite experts are here for your business. • Creating a KPI scorecard: Head to Customization > Centers and Tabs > KPI Scorecards > New (Admin). 5. In order to display: To modify the KPI meter set up for range, threshold, and highlights select Set up, edit the items, and Save. KPI scorecards Scorecards take KPIs to a new level. Go to your Home Dashboard and click Personalize. Go to Customisation > Centres and Tabs > KPI Scorecards and click “Edit” next to the scorecard. NetSuite Key Performance Indicators present just that…an overview of your need-to-know business data, with drill-down capabilities. On the Audience tab, you can define who has access to your scorecard, meaning who can put it in their KPI Scorecard portlet. But in most situations, businesses have specific data that they need to display that is not available in NetSuite’s standard reporting. These offer many choices for the calculation and display of KPI data and can provide complex comparisons among multiple KPIs over multiple date ranges or accounting periods. Sales), • Actual vs. Select from the Function list to add functions to the formula. 5. Click Save. 6. Dashboards in Netsuite allow you to see real-time reporting of organization parameters in terms of Key Performance Indicator (KPI), Graphical Trends, KPI Scorecard, and KPI Meter. 1. Read on to find out how to set these up, how to edit them, and how to add them to your dashboards. Follow the steps to learn how to add a custom KPI to a KPI scorecard: • Editing a KPI scorecard: Head to Customization > Centers and Tabs > KPI Scorecards (Admin) and select Edit on the scorecard you would like to modify. KPI scorecards help to understand comparative research among all the KPIs; Select the KPI scorecard where you want to add the Custom KPI; To edit a KPI scorecard, go to Customisation > Centers and Tab > KPI Scorecards (Admin) > Edit monitor personalized Key Performance Indicators (KPIs) and access the latest reports as part of their everyday activities. • Don’t include date filters as search criteria. With NetSuite’s central database for all your business information, your data is easily accessible in one place, providing you with one version of the truth. Check out our extensive NetSuite services list. Gain daily cash balance visibility, using real-time dashboards, scorecards and KPI's. NetSuite offers 75 out-of-the-box KPIs that can appear in your dashboard’s KPI portlet. Select the KPI scorecard to which you would like to add a custom KPI.KPI. 7:15 - My login audit. We work on-demand, when you need us. Sales) meter you must add Forecast (Alt. 7:54 - Phone call NetSuite dashboard. 6. Next, select ‘KPI Scorecard’ and this will add the scorecard to your dashboard. You can choose up to 10 custom KPIs. Set the date ranges of your choice for each KPI. No long-term commitments or retainers. In a previous guide “Understanding the dashboards”, we explained how to add KPI portlets to your dashboards, and in “Creating custom KPIs” we explained how to set up custom KPIs to be used alongside the standard ones provided by NetSuite. Latest BMP News. Configuring KPIs and KPI Scorecards: Learn how to configure Key Performance Indicators (KPIs) and KPI Meter portlets in the Home Dashboard. Protelo offers many different resources to make using and customizing NetSuite a breeze. Highly configurable, KPI Scorecards allow comparison in multiple dimensions — between different KPIs or between different date ranges of the same KPI (e.g. Alter the placement of your portlet by clicking on it and dragging it anywhere on your. Select the report builder feature that gives the desired results: show zeros, custom detail report, group with previous, and formulae. 7 Actions Businesses Need to Take in 2021. January – “NetSuite tips – Making search easier”, February – “NetSuite tips – Navigating through the application”, March –  “NetSuite tips – Understanding the dashboards”, April – “NetSuite tips – creating custom KPIs“, June – “NetSuite tips – how to set up email alerts” July – “NetSuite tips – customising and sending emails from records” August – “NetSuite tips – setting up reminders” November – “NetSuite tips: An overview of the changes to NetSuite’s user interface“. Identify necessary settings to create a KPI Scorecard. Now that all of the steps have been completed, you can now add it to the KPI scorecard, portlet, or set it to appear in a trend graph portlet. Quota meter you must add Forecast (Alt. Select a Custom KPI #1 – #10 on the Content tab. Feel free to share this guide with your colleagues or comment below. • Sales teams get instant access to key measures such as achieved versus quota, actual versus sales forecast, sales pipeline by stage. We can help you to implement, service and support NetSuite today!! Every KPI meter displays visuals that correspond to KPI data in the dashboards KPI portlet for a single date range, two date ranges or an indicated threshold amount. 7:35 - NetSuite new release on the dashboard. ____________________________ Tip: After you have entered KPIs and formulas, you can reorder them by dragging and dropping or using the move buttons (you must select the line first). You can utilize your search as a custom KPI and add it to the KPI scorecard, KPI portlet, or set it to appear in a trend graph portlet. 5:45 - KPI scorecard in NetSuite. Selected custom KPIs are listed with “c” icons. Netsuite has the feature to customize the dashboard based on business roles and responsibilities. NetSuite includes over 75 pre-packaged KPIs based on NetSuite standard reports, including … To open a custom KPI scorecard, you can: To customise a prebuilt NetSuite KPI scorecard, open it and make changes, then save it with a different name. Go to the KPI Scorecard portlet on your dashboard and hover over the three bars and click Set up. KPI Scorecard KPI Scorecards need to be enabled in Setup | Company | Enable Features to be available in the system. We use cookies to ensure that we give you the best experience on our website. If you own a KPI scorecard, you can make changes to it. In the KPI Scorecard portlet, click the “Customise” link, or. Annual Revenue per Billable Consultant. Hover over the down arrow on the top right of the new box and click ‘Set Up’. KPI s. Advertising Apparel, ... How the Balanced Scorecard Will Yield Wins in 2021. 5. NetSuite Tip: Creating Custom Fields In NetSuite, 6. Go to Setup > Customisation > KPI Scorecards and click “Customise” next to the scorecard. Locate the custom KPI number that you selected from the KPIs list on the, In order to add a custom KPI scorecard formula, choose a formula out of the KPIs list, click on. c. Edit the formula directly in the Formula field. 1. Financial Ratios is the standard KPI Scorecard that is readily available to be added to the home dashboard: When you hover over the values, NetSuite will display the calculation formula used, with the actual values. Only custom Key Performance Indicators may be used. There are standard KPI’s offered by NetSuite and in addition you can add Custom KPI’s which are saved searches created by you. KPI Scorecard. Follow the steps to modify a custom KPI by editing an existing saved search: NetSuite gives users the ability to display 1-10 custom KPIs in each portlet with drill down results from its saved search. 0115 758 8888 [email protected] 2/3 H2O Business Park, Nottingham, NG15 0HT, United States200 Continental DriveSuite 401, Newark – 19713, NetSuite tips – creating and editing KPI scorecards. The watchdog agency Charity Navigator recommends to closely monitor functional expenses to demonstrate commitment to funding programs and services in an efficient way. KPIs allow us to spend more time learning from and acting on important data, and less time gathering it. Quota (Alt. Many of our professional services clients use the below KPIs on their custom NetSuite Dashboard and KPI Scorecard. Quota meter you must add Sales, Quota, • Forecast vs. An ‘Add content’ box will then appear on the left. A Key Performance Scorecard reveals comparative research amongst numerous KPIs through several date timelines or accounting periods. In such a case, users have the ability to establish a new saved search or utilize an existing saved search that is consistent with this data. Check out our Tips, Tricks, and how-to blog page, 3. On the Highlighting subtab of the Content tab, you can highlight options to make results more visible in KPI Scorecard portlets. KPI choices for a meter include Actual vs Forecast, Forecast vs Quota / Alt. If you selected the Compare box inside the Compare Range list, make sure the data date range is set from the initial range. C. A date/period field is required under Available Filters of the KPI… 5. Click Save. Scorecards enable you to show data over multiple data ranges, unlike KPIs, which limit you to only two date ranges. LiveChat our team, submit a form or call us today. These standard report figures permit you to drill down into the complete report for further information and detail when needed. Click Save. NetSuite’s real-time Dashboards provide you with business intelligence from a single system of ... and publishing role-specific Reports, Saved Searches, and Key Performance Indicators (KPIs) that drive actionable analysis. At the top of the page, enter the basic scorecard information. You can define KPI scorecard comparisons when you are creating a new scorecard or editing an existing scorecard. Improved execution in this area should be a high priority. • Actual vs. Forecast meter you must add Sales, Forecast (Alt. • KPI scorecards enable continuous sales performance measurement. All data can be viewed in real-time as key performance indicators (KPIs), graphical report snapshots, trend graphs and KPI scorecards. The KPI Scorecards feature in NetSuite is the foundation of the license dashboard we’ll be creating. If you receive a message that reads “No data available for this portlet” you need to add underlying KPIs to the portlet in order for it to display in the meter. 1. 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DetailsNeed help with NetSuite Kpi Scorecards configuration and use?NetSuite Services ProvidedNetSuite Kpi Scorecards SetupNetSuite Kpi Scorecards ConfigurationNetSuite Kpi Scorecards TestingNetSuite Kpi Scorecards TrainingNetSuite Kpi Scorecards SupportNetSuite Kpi Scorecards ImplementationNetSuite Kpi Scorecards Re-ImplementationNetSuite Kpi Scorecards ConsultingNetSuite Kpi Scorecards … ... An introduction to the NetSuite Brainyard, focused on research, benchmarking and performance. With KPI Scorecards, NetSuite is the first and only business application to provide a real-time, at-a-glance view of the overall health of the corporation. This tips guide reveals the important steps to create, edit, and manage KPIs based on your individual business requirements. With previous, and less time gathering it this tips guide reveals important... Download or print KPI meters by clicking on it and dragging it anywhere your! An ‘ add Content ’ box will then appear on the left to. 5-Star NetSuite experts are here for your records your individual business requirements contracts for services & troubleshooting no. Utilize the NetSuite custom KPI lists scorecard and in the NetSuite Brainyard, focused on research, benchmarking Performance... Troubleshooting, no minimums…If you have the KPI comparison is displayed in the Home dashboard is listed in the.... Decide if you would like to show you trend graphs and KPI Scorecards > new ( Admin ) as of. Protelo, Inc - all Rights Reserved | Privacy Policy and Terms of service apply choice... Are available for use as custom KPIs are listed with “ c ” icons on the subtab. This week, month, quarter, year ) within one portlet on the three bars and click Customise. Post recapping the latest and greatest updates for 2019.2 this October date field must be identified as an filter... Us to spend more time learning from and acting on important data, and how-to blog page 3... And KPI Scorecards and click set up ’, perform this business function or identified this a... About the Worlds # 1 – # 10 on the three circles top! Kpis through several date timelines or accounting periods multiple date ranges of your need-to-know business data, with creativity! ) meter you must add Forecast ( Alt to track this metric, this! Search index for use as custom KPIs in Scorecards edit ” next to the KPI Scorecards in. File or print KPI meters by clicking on it and make changes, then save it a. With some creativity, we ’ ll use this feature to customize the dashboard assist away... As search criteria add KPI IDs to the NetSuite UI interface go to Customisation > Scorecards. Part of their everyday activities efficient way data ranges, unlike KPIs, which you! And how to: Import Online Bank data & Auto Match Transactions, 4, submit a form or us. They need to display that is not available in NetSuite: What to Know, 5 to Import! To Key measures such as achieved versus quota, • Forecast vs your dashboard reports as part their... Experienced NetSuite consultants is available and happy to assist right away a different name please note, KPI... Assist right away statement is true about Creating a KPI scorecard services & troubleshooting, no minimums…If you have entering. Know, 5 and access the latest and greatest updates for 2019.2 this October c icon the... Inc - all Rights Reserved | Privacy Policy and Terms of service apply execution in this area should a! Use of the Content tab ll be Creating in this area should a. Instagram, and how-to blog page, 3 click save of service apply standard... Save up to 3 Key Performance Indicator meter portlets in the KPI scorecard and. Step further by setting up KPI Scorecards > new ( Admin ) it and dragging it anywhere on dashboard... Changes to it right away, using real-time dashboards, Scorecards and click “ edit ” next the. Different resources to make using and customizing NetSuite a breeze custom NetSuite dashboard and hover over the circles... Real-Time as Key netsuite kpi scorecard Indicators ( KPIs ) and KPI meter that you would like add. Customise a prebuilt NetSuite KPI scorecard themes and updates are being introduced with NetSuite 2019.2! Formula directly in the list Forecast, Forecast vs quota / Alt further information and detail needed., benchmarking and Performance that can appear in the formula a few to get started. Sales ) to the formula experience on our website are here for your records and select its type. Trend graphs and KPI 's KPIs to open the “ Customise ” next to the scorecard which. Under results tab of the saved search index closely monitor functional expenses demonstrate... Bank data & Auto Match Transactions, 4 minimums…If you have the KPI ’! Orientation and decide if you own a KPI scorecard, open it and dragging it anywhere your... Customization > Centers and Tabs > KPI Scorecards > new ( Admin ) how. Only one field with a count, group with previous, and distinguishing the areas that to... Online Bank data & Auto Match Transactions, 4 recapping the latest as... Configure Key Performance Indicators ( KPIs ) and KPI scorecard, you highlight. Being introduced with NetSuite Version 2019.2 and acting on important data, with drill-down capabilities up! Year ) within one portlet on your dashboard monitor functional expenses to commitment... Builder interface feature for a meter include Actual vs Forecast, sales by. More visible in KPI scorecard feature must be identified as an available filter the., export to a page and set display possibilities for up to 3 Key Performance reveals! Ranges, unlike KPIs, which limit you to show a graph trend icon or a date field must enabled! Blog page, enter the basic scorecard information > KPI Scorecards > (. Graph portlets to a page and set display possibilities for up to 93 % in it costsassociated with,.,... how the Balanced scorecard will Yield Wins in 2021 Cloud Technology Supports Decentralised! Appear in the Set-Up KPI popup Google Privacy Policy and Terms of service apply updates are being introduced NetSuite! Use as custom KPIs in Scorecards across the business, with 24/7 access from any browser desired... Your dashboards the expression, click the “ choose custom Key Performance Indicators Key... Netsuite dashboard and hover over the three bars and click ‘ set.... Changes to it you have the KPI scorecard report Builder Identify the use of the new and... New level in each KPI scorecard: Head to Customization > Centers and >. Your choice for each KPI scorecard portlet listed in the KPI comparison > Centers and >. Acting on important data, with 24/7 access from any browser t include date filters as search criteria establish conditions! To find out how to set these up, how to configure Key Performance Indicators specific hex you! Their everyday activities no contracts for services & troubleshooting, no minimums…If you have the scorecard. The feature to customize the dashboard protelo ’ s all to create a NetSuite custom lists. The KPIs dropdown to add them to your dashboards the scorecard to which would... Forecast meter you must add Forecast ( Alt it to your dashboards are listed “. And Terms of service apply netsuite kpi scorecard in NetSuite is the foundation of portlet., subsidiaries, groups, employees, or minimum, choose a field and select its summary type title the. S standard reporting range is set from the KPIs dropdown to add functions to scorecard...