How to Customize Your NetSuite Dashboard

Netsuite ERP dashboard showcasing powerful tools for customization and instant data access.

NetSuite dashboards are one of the most important features of NetSuite ERP. This is because they allow each employee to instantly access the most important information. The Oracle NetSuite dashboard customization offers managers and professionals personalized, timely, and accurate data, which is critical for corporate integrity.

Dashboards may be the finest tools for employees to keep motivated and focused on the objectives that lie ahead. Your staff can achieve this if they receive the necessary NetSuite Training. While each employee's dashboard is unique, there are several common elements that you must include in order to construct extremely successful dashboards. Let's take a look at the various parts of the NetSuite dashboard with these in mind.

1. What is a NetSuite Dashboard?

A dashboard in NetSuite is a summary of tabbed pages in the user interface. This includes a home page as well as pages tailored to your NetSuite position. The portlets dynamically display the data on your dashboard. This gives you easy access to raw data, KPIs, trend graphs, chart-based workbooks, and reports.

You may design your own dashboard to see the data you need to perform your job. NetSuite provides tabbed pages called the center for each user. You must organize the center around the user's job. It contains the pages and connections that each administrator needs to carry out their daily tasks. The majority of pages in each center show a collection of real-time data related to the page the user is on.

Except for documents, setup, and customization pages, the dashboard is available on every page in NetSuite. To make better, quicker, and more accurate decisions, edit data quickly and view the overall picture of your organization in real-time.

NetSuite includes a basic dashboard setup for each page that may be customized to match the needs of the user. Administrators can customize dashboards for one or more pages. They can distribute them to a set of users so that they all see the same interface.

2. What is a NetSuite Home Icon?

The home symbol will always return you to the home dashboard. Other NetSuite dashboards, such as the customer dashboard, which normally displays data, would be available to you. The financial dashboard is also available. You may or may not require anything more than the main dashboard, depending on how you utilize NetSuite.

3. What are NetSuite Dashboard Roles?

Making your NetSuite dashboard role-based is one of the most efficient methods to arrange it. Customers who use NetSuite should have access to information that is relevant to their work, not simply to the company. These personal ambitions should mirror the organization's aims.

In basic terms, a salesperson may track the progress of his sales over time and compare how sales are trending generally. Furthermore, supervisors should be aware of the performance of those who work for them. They will allow them to immediately intervene if the need arises.

4. What is NetSuite Dashboard Tiles?

NetSuite Dashboard tiles allow you to visually show your company KPIs using a variety of pictures, colors, and symbols. You can download the tiles as part of a SuiteBundle. These come in three different types: static, reminder, and scorecard.

a. Static number

This NetSuite Dashboard tile represents a percentage rate or a target quantity. You can view this in static tiles.

b. Reminder tiles

These NetSuite Dashboard tiles show numerical information from a stored search record. These show opportunities to close or sales orders to fill.

c. Scorecard tiles

These contain data from saved searches as well, however, they show the total of the first column with numeric values. You can also compare values using scorecards.

NetSuite Dashboard Customization Using Portlets

Netsuite dashboard presentation of company overview, report snapshot and trend graphs by the help of the Portlet plug-in.

A portlet is a visual plug-in that you may add to your NetSuite dashboard and configure to present a specific data. It provides you with a quick overview of your company, and the portlet choices let you customize your perspective. The Personalize Dashboard panel shows what you want to add to your dashboard on tabs. You can add them to Standard Content, Custom Portlet, Report Snapshots, and Trend Graphs. The Currently Used tab displays the portlets that you are currently utilizing.

This tool allows users to quickly search and view reports and other business-related KPIs.

What is a Custom Portlet?

NetSuite's out-of-the-box features and several standards and custom KPIs aren't always sufficient. External corporate data must be sourced and fed directly into NetSuite's Dashboard. When this happens, you have to create custom functionality that NetSuite does not provide out-of-the-box.

NetSuite helps you get the NetSuite Dashboard Customization you need by providing you with 'Custom Portlets'. These are SuiteScript scripts that you can immediately install on NetSuite's Dashboard.

NetSuite includes 7 pre-built Portlet choices. You may use them to modify your dashboard by adding custom portlets.

1. Analytics

The analytics and reporting features of NetSuite SuiteAnalytics give you real-time access to your company's operational and financial performance across all business areas. These reports and analyses are pre-built and easily customizable. This greatly contributes to assisting your company when you wish to obtain the information you want in the format you want.

It can display up to ten analytics charts. Analytics portlet will appear only if you activate the Suite Analytics workbook feature. You can present one workbook-based chart per portlet.

2. Custom Portlet

This portlet displays the results of the specified portlet script. Lists, data entry forms, free-form HTML, and connections to other data are all possible outputs. It can display up to 6 results from the portlet Suitescript.

Go to the set-up screen of this portlet and pick the portlet script to set up a portlet script for a custom portlet. Dashboard Tiles and Subsidiary Navigator are two instances of custom portlets. These SuiteSolutions have been free since December 2018, therefore NetSuite clients should take advantage of them. It can help streamline their work and use of the dashboards.

3. Custom Search

NetSuite Administrators can set up the saved search and the amount of results to show by clicking Set Up. Admins can also customize the headline of your portlet. You can choose whether to drill down into search results within the portlet or on a separate page. You may select whether or not to allow inline editing of search results if the Inline Editing option is enabled. This dashboard portlet can show up to 6 saved search results.

4. KPI Meter

This portlet shows a semi-circular meter. It comes with comparison, date range, threshold values, as well as a visual representation of KPI data. A NetSuite dashboard customization can include up to three KPI Meter portlets. Each meter graphically reflects data for one of the Key Performance Indicators (KPIs) that are presented in the dashboard's Key Performance Indicators portlet. For values represented by currencies, you can additionally view the data's currency symbol.

Every KPI meter in the KPI portlet presents graphics that correlate to KPI data. This is for a single date range, two date periods, or an indicated threshold amount. NetSuite dashboard allows you to display up to three Key Performance Indicator meter portlets. KPI choices for a meter include Actual versus Forecast, Forecast versus Quota, or Alt. Sales, and Actual versus Quota. Users may download the KPI results in PNG, JPEG, or SVG format, as well as print them.

5. KPI Scorecard

This portlet shows a performance scorecard with detailed comparisons between different KPIs over many accounting or time periods. In their data presentation, scorecards can also incorporate Excel-like formulas with KPIs and functions.

NetSuite has an excellent pre-built Financial Ratio Scorecard to assist you in analyzing your company's financial status and operational performance. This scorecard comprises metrics created using integrated formulas based on common NetSuite KPIs (KPIs)

6. KPI

KPIs are used to keep track of how far you've come toward achieving a company goal. In practice, KPIs are developed, disseminated, and then monitored throughout a time period that corresponds to the underlying goal.

KPIs are frequently examined at regular intervals to evaluate whether course adjustments are required. During this process, you may reconsider your KPI selection. Once a target has been met, some KPIs may be terminated, altered, or renewed. Employee recognition, growth, and financial awards are frequently based on KPIs.

Key business measures in a report summary contain stored searches such as date ranges, comparisons, and outcomes that fall short of expectations. From the stored search, it can display the results of up to 10 Custom KPIs.

7. Trend Graphs

You can use the NetSuite dashboard trend graphs to illustrate the differences in data over time for up to three KPIs. Your business managers can present their trend graphs data in area, line, Bar, or column charts. You can use thumbnails to set the time period for your data. It is important to remember that comparison is available only when you set the period to Monthly or Quarterly. You can export the results to CSV and download the chart images to PNG, JPG, PDF, and SVG files.

Guide on How to Publish NetSuite Dashboard

Create a dashboard in a center type that matches the center types of roles before publishing it. After you've customized it to your company's needs, click settings and then publish the dashboard. The next step is to enter the dashboard's name, notes, and special shortcut locks. Click save to publish a dashboard to its assigned roles.

Each administrator can choose whether to publish a dashboard in add/move content mode, unlocked mode, or locked mode. The only mode with no editing limits is when the dashboard is unlocked. Your end-user administrator will be unable to make any changes when it is locked. The user may move and add things to their login page in add/move mode, but they cannot remove content.

Key Benefits of NetSuite Dashboard Customization

  • Clear visibility of your company's business data.
  • You will have easier onboarding of new employees with role-based dashboards.
  • Citizen developers can use proprietary tools to exchange best practices, personalize tasks, and set reminders.
  • You can tailor fit hundreds of SuiteAnalytics tools to suit your needs using drag-and-drop.
  • Your business data is secured because NetSuite authentication regulates data access.
  • IT controls and auditability is excellent because your dashboard can feature comprehensive audit trails and system-enforced limitations.
  • SuiteApps populate the dashboard with subscribed partner apps.

Frequently Asked Questions

No FAQs Yet

Latest Articles

NetSuite ACS vs Partner Support: Which One is the Best for You?

NetSuite ACS vs Partner Support: Which One is the Best for You?Getting the proper NetSuite support can make or break your implementation and ongoing success with the platform. But how do you know which support option best fits NetSuite ACS and NetSuite partners? This blog post breaks down the key differences between NetSuite’s Advanced Customer Support (ACS) and NetSuite partner support to help you make the choice that aligns with your business needs.Is your NetSuite implementation being held back by subpar support? Don’t leave your success to chance—understand the differences between NetSuite ACS and partner support to get your business's expertise.This blog post compares NetSuite ACS and partner support to help you determine the right support approach for your organization. We’ll explore the pros and cons of each option, from availability and response times to advanced expertise and cost considerations.‍What is NetSuite Support?NetSuite support assists with the range of ERP and omnichannel commerce capabilities within the NetSuite platform. This includes troubleshooting issues and answering usage questions on:‍NetSuite Financial ManagementNetSuite Order and Billing ManagementNetSuite Inventory and FulfillmentNetSuite CRM and MarketingNetSuite SuiteCommerce SitesNetSuite Reporting and DashboardsNetSuite Workflow AutomationNetSuite Customizations and Integrations‍Reliable support coverage for all NetSuite components is crucial for businesses to keep their systems stable, meet compliance needs, scale growth, and continuously optimize their platform utilization.NetSuite Advanced Customer Support (ACS)‍NetSuite ACS enables self-service access to the company's knowledge base with operational best practice content for finance, orders, inventory, and other areas. Users can also submit tickets for technical issues across modules like financial reporting, order workflows, and custom scripts.‍Dedicated account managers provide guidance on ACS entitlements and bundle purchases. But the support itself is siloed across topic-specific teams versus taking a holistic view of each customer's business priorities.NetSuite Partner Support‍Skilled NetSuite partners have extensive knowledge of the same core areas covered by NetSuite ACS, including:‍Troubleshooting platform errors and bugsAssisting with configuration and customization issuesProviding guidance on standard functionality ‍Additionally, the best NetSuite partners supplement ACS with a wider range of complementary support strengths, such as:‍Faster response times based on focused NetSuite expertiseDirect senior-level support unavailable through standard ACSVertical domain perspective tied to industry best practicesPersonalized account management aligned to business KPIsProactive solution checkups and optimization recommendationsOngoing training aligned to changing user rolesObjective guidance untethered from NetSuite sales ‍Customers benefit from comprehensive support coverage by leveraging both ACS and a partner like Seller Universe. ACS provides the backstop of direct vendor access while partners deliver specialized knowledge and context for greater productivity. The combined approach enables issues to be resolved faster while unlocking more platform value.‍NetSuite ACS: A Complete Overview‍NetSuite Advanced Customer Support (ACS) is the vendor's own technical support offering provided to NetSuite customers. It equips users with guidance and assistance to optimize configuration, utilization, and ongoing enhancement of their NetSuite ERP platform.‍Key features and services of ACS include:‍24/7 phone and email access to NetSuite support techniciansGuaranteed initial response times based on case severity Designated account managers for support planning and entitlementsDifferent support tiers aligned to customer needs‍Levels of ACS Support‍NetSuite ACS provides varied support levels to match unique customer requirements:‍Advise: Entry-level support ideal for new customers covers basic troubleshooting and product guidance to ensure a solid onboarding foundation.Monitor: Hands-on support with a designated functional consultant who monitors milestones are met across key workflows and processes. Optimize: For customers with more complex configurations, Optimize delivers deeper and proactive support for maximum utilization. This adds a Customer Success Manager and performance assessments.Architect: The highest tier designed for global and highly customized deployments. Adds an assigned Technical Account Manager for strategic oversight.‍Benefits of NetSuite ACS‍The main benefits NetSuite customers gain through ACS include:‍Direct access to NetSuite product experts who know the software inside and outProactive monitoring and regular platform checkupsGuidance on new functionality and process optimization‍Limitations of NetSuite ACS ‍Some downsides or constraints of reliance solely on vendor ACS:‍Incremental cost increases based on higher tiers of access and supportImpersonal support issues due to high volume of aggregate customers Locked into an annual contract regardless of actual usage or value gained‍Many customers switch to NetSuite Partners for maximum ROI for their support needs.Overview of Partner SupportNetSuite partners are expert implementation and support firms focused exclusively on the NetSuite platform. They provide a range of specialized services designed to help customers get maximum value from their ERP investment. Partners play an integral role by delivering solutions tailored to each organization's unique industry, business model, and objectives.Types of Services Offered‍NetSuite partners offer various services spanning the customer lifecycle including:‍Deployment - New implementations, data migration, integrationsCustomizations - Enhancements for specialized functionalityManaged Services - Ongoing administration and support packagesOptimization - Improving and evolving usage over timeSupport - User training to troubleshooting and upgrade guidanceBenefits of NetSuite Partner Support‍Partnering with a skilled NetSuite service provider yields many benefits:‍Customized Support: Partners provide individualized guidance based on deep understanding of customer goals and contexts. This enables more impactful solutions.Flexibility: Leading partners offer flexible and modular services. Customers can mix and match offerings to meet budget and requirements.Dedicated Attention: Partners provide senior-level, high-touch engagement and accountability across a customer's journey.Types of Support Plans‍NetSuite partners mostly offer two types of support plans:Ad-Hoc PlansFor more transactional or tactical needs, NetSuite partners offer flexible Ad-Hoc support plans. Under this model, customers pay per incident or project for needs as they arise. If an organization only has periodic platform issues or minor enhancements, paying only for specific partner engagements is often the right fit both functionally and economically. The Ad-Hoc approach provides nimble support refinements without unnecessary managed services overhead.Full Managed ServicesFor companies that rely heavily on NetSuite to run business operations, Full Managed Services delivers reliable support coverage on an ongoing basis. This proactive model includes regularly scheduled platform reviews, a technical account manager, and continual optimization to improve business process maturity over time. Instead of reactive troubleshooting, managed services provide end-to-end lifecycle enablement so technology fully aligns to ever-evolving functional requirements. The highest-performing partners offer Managed Services bundled to meet budget thresholds based on company revenue or headcount.‍Comparing ACS vs Partner SupportService Flexibility‍ACS offers tiered support packages but limited ability to customize service levels. Partners provide more tailored and modular options spanning ad-hoc firefighting to optimized managed services. This empowers a better fit to needs and budget. Customization and Personalization‍While ACS furnishes access to technical experts who understand NetSuite intrinsically, the vendor relationship limits customized enhancements aligned to strategic business goals. Specialized partners both conceptualize and deliver personalized solutions factoring industry contexts. Cost Efficiency‍ACS packages risk overspending without full utilization, as high-touch options have high labor costs. Partners enable pay-as-you-go flexibility or bundled managed services, driving higher ROI. The long-term TCO with partners can be lowered by distributing costs against value and outcomes vs. fixed ACS subscription fees.Response Time and Availability‍With massive customer volumes, ACS struggles to match partners’ rapid response times aligned to individual user priorities. Partners average 2-hour SLAs for P1 issues, while ACS urgent response is 8 hours. Users praise partners for 24/7 access and hyper-care during deployments.Strategic Guidance and Expertise‍While ACS resolves tactical issues, partners excel at strategic visioning and capability enhancements per business objectives. ACS acts as a platform mechanic, while partners serve as virtual CIOs. ‍‍Why is Seller Universe the Best NetSuite Support Partner?Comprehensive Solution BreadthSeller Universe provides an unrivaled breadth of solutions spanning financials, integration, automation, analytics, and custom application development. This enables a tailored fit to address diverse pain points out-of-the-box.Global and Local ExperienceWith skilled resources across North America and APAC, Seller Universe delivers in-region support backed by an intimate knowledge of local regulations, languages, and business norms. Our teams blend deep NetSuite expertise with on-the-ground insights.Industry and Process SpecializationSeller Universe offers pre-configured solutions fine-tuned for manufacturing, eCommerce, logistics, demand planning, AP automation, and more. With 300+ projects delivered, we furnish proven, repeatable models aligned to how you operate.Technology Depth and Platform ExpertiseWith 350+ NetSuite certifications and direct participation in NetSuite's product council, our consultants offer an unparalleled technical command of the platform's multidimensional capabilities. We match this with pragmatic implementation experience.Commitment to Continuous InnovationSeller Universe builds on NetSuite's core functionality through 250+ custom SuiteApps, integrations with leading complementary solutions, and our AutomationDrive RPA practice. We commit to continuously expanding what's possible, year after year.Final ThoughtsIn conclusion, NetSuite customers have options for supplementing the vendor’s Advanced Customer Support (ACS) offerings. However, realizing maximum value requires a partner that goes beyond basic break/fix services. The ideal support partner is a strategic advisor guiding customers through the ongoing enhancement of their ERP investment. This drives innovation aligned to business goals versus just maintaining the status quo.‍Of all specialized NetSuite partners, Seller Universe stands out as the clear market leader. By combining technical prowess with pragmatic implementation experience across hundreds of deployments, Seller Universe delivers unmatched ROI. We offer more than software support – We provide customers with a trustworthy, forward-thinking partner ready to evolve systems as needs grow and change.‍