When you first log in to NetSuite, the system can feel overwhelming. There are dashboards, menus, tabs, and shortcuts everywhere. But once you learn how to navigate effectively, NetSuite becomes much easier to use.
In this guide, weโll explore how to use dashboards and menus in NetSuite so you can move around confidently and save time.
๐ฅ๏ธ What is the NetSuite Dashboard?
The dashboard is the homepage you see after logging into NetSuite. It provides a quick snapshot of your business and daily tasks.
Dashboards typically include:
KPIs (Key Performance Indicators) โ Real-time metrics like sales, expenses, or inventory levels.
Reminders โ Alerts about pending approvals, overdue invoices, or tasks.
Shortcuts โ Quick links to frequently used records or transactions.
Reports & Saved Searches โ Charts and lists that display data visually.
๐ Tip: Dashboards can be personalized for each role (e.g., Sales Rep, Accountant, or Administrator).
๐ Navigating the Menus
NetSuiteโs menus are located at the top of the screen. They organize the system into modules. For example:
Transactions โ Sales Orders, Purchase Orders, Invoices
Lists โ Customers, Vendors, Employees
Reports โ Financial, Inventory, and Custom Reports
Customization โ Fields, Forms, Workflows, and Scripts
๐ Tip: Use the Global Search bar at the top-right to find any record or page quickly. Simply type keywords like customer:ABC or invoice:1001.
โก Customizing Your Dashboard
You can make the dashboard your own by adding or rearranging content:
Click Personalize Dashboard. Add portlets (widgets) like KPIs, reminders, or calendars. Reorder or resize portlets by dragging them. Save the layout to fit your workflow.
๐ Tip: Each role can have a different dashboard setup for efficiency.
๐ ๏ธ Role-Based Navigation
NetSuite dashboards and menus change depending on your role. For example:
A CFO sees financial reports and cash flow KPIs. A Sales Manager sees leads, opportunities, and sales forecasts. A Warehouse Clerk sees inventory, pick-pack-ship tasks, and purchase orders.
๐ Tip: Always check which role you are logged into (displayed in the upper-right corner).
โ Final Thoughts
NetSuite dashboards and menus are designed to keep important data at your fingertips. By customizing your dashboard and learning role-based navigation, youโll save time and boost productivity.
With practice, NetSuiteโs interface becomes not just manageableโbut one of the most powerful tools for running your business.