One of the most powerful features of NetSuite is the dashboard. Dashboards give users a real-time, personalized view of key business data, helping them make smarter decisions faster. Whether you’re a CFO reviewing financials or a sales rep tracking leads, dashboards keep your most important metrics front and center.
In this blog, we’ll walk through what NetSuite dashboards are, how to customize them, and how to build personalized KPIs that drive productivity.
🖥️ What is a NetSuite Dashboard?
A dashboard in NetSuite is your home screen after logging in. It provides a snapshot of data using widgets called portlets.
Common dashboard components include:
- KPIs (Key Performance Indicators): Metrics like sales revenue, overdue invoices, or inventory levels.
- Reminders: Alerts for tasks that need attention, like pending approvals.
- Reports & Saved Searches: Real-time data displayed in charts or tables.
- Shortcuts: Quick links to frequently used pages.
- Trend Graphs: Visual charts for performance over time.
👉 Key Point: Dashboards can be role-based or personalized by each user.
⚡ Why Dashboards Matter
- Real-time insights: Always see the latest numbers.
- Improved efficiency: Users don’t have to dig for data.
- Personalization: Each role sees metrics relevant to their work.
- Decision-making: Quick access to KPIs helps leaders act faster.
🛠️ How to Customize Your Dashboard (Step-by-Step)
- Open Dashboard Settings
Click Personalize Dashboard at the top right. - Add Portlets
Choose widgets like KPIs, reminders, trend graphs, or custom search results. - Set KPIs
Add metrics such as:- Sales Orders this month
- Accounts Receivable overdue
- Inventory below reorder point
- Rearrange Layout
Drag and drop portlets to organize your dashboard. - Save Changes
Once saved, your personalized dashboard will load every time you log in.
👉 Pro Tip: Use role-based dashboards so Finance, Sales, and Operations teams each have tailored views.
📊 Building Personalized KPIs in NetSuite
KPIs (Key Performance Indicators) are one of the most valuable features on a dashboard.
Examples of KPIs by Role:
- Finance: Cash flow, open invoices, profit margins
- Sales: Opportunities won, sales pipeline, top customers
- Operations: Fulfilled orders, shipping delays, low stock items
- HR: Open job positions, employee turnover, training completion
👉 You can also set KPI Scorecards to compare metrics across periods (e.g., “Sales This Month vs. Last Month”).
✅ Best Practices for Dashboards
- Keep dashboards clean and focused—avoid adding too many portlets.
- Use Saved Searches for custom data views.
- Schedule automatic updates to keep KPIs accurate.
- Review dashboards regularly and update metrics as business goals change.
✅ Final Thoughts
NetSuite dashboards are more than just a homepage—they’re a control center for your business. By customizing dashboards with personalized KPIs, you empower every team member to track performance, stay on top of tasks, and make smarter decisions.
The more you personalize dashboards, the more powerful and efficient your NetSuite experience becomes.
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