fbpx
Select Page

NetSuite Dashboards should be the main way that users interact with NetSuite. Whilst the “super search” and “lists” are useful to find targeted information, the NetSuite Dashboard should really be an end users NetSuite hub.

If Dashboards are set up correctly, with the attention paid to the day-to-day requirements of the user, they will be able to be more efficient and have greater transparency over the information and data that matters to them and helps them do their jobs.

We get a lot of customers asking “what is the best way to set up my NetSuite dashboard?”

The truth? There is no single best way. It all depends on who you are, how you work and what information you need.

NetSuite Tip: Over the course of a day, take a note whenever you have to navigate away from your main dashboard. If you find yourself having to navigate to other pages to find information several times over the course of a day, it might just pay to spend a minute creating a simple saved search, and have this information ready for you whenever you need it.” Writes Michael Dean, Klugo’s Business Consultant.

There are a number of different types of NetSuite Dashboard Portlets, from a basic data entry form, right through to fully customised solutions, such as the subsidiary navigator or dashboard tiles. These different types of portlets are designed for different things, such as:

  1. Presenting Information (Lists, Saved Searches.)
  2. Adding Data or Transactions (Inline editable searches, Quick Add Forms.)
  3. Presenting Metrics (KPIs and Scorecards, KPI Meters, Graphs, Charts.)
  4. Managing your day (Calendars, To Do Lists and Reminders, Tasks, Phone calls.)
  5. Navigation (Navigation Portlet, Subsidiary Navigator, Shortcuts, Recently accessed.)

The best thing you can do is get in a play. Find out what works for you. Also, talk to your administrator about how you would like to use NetSuite more efficiently and should be happy to help. The flexibility around end-user dashboards is one of the most powerful and most useful features to any user.

No other system on the market has dashboards that are this powerful, this flexible and this easy to configure. Make sure you making the most out of it!!!

 

Need a NetSuite Health Check?

We are experts in helping existing NetSuite users to review their platform, identify risks and improvements, and assist with enhancements.

Are you having difficulties with your NetSuite implementation? Our team of local experts can evaluate your current development and configuration, advise you on remediations and provide solutions for ongoing improvements.

More tips on our LikedIn

Follow our company page on LinkedIn for more tips, how-tos, support and news from the Best-of-Class ERP software for the cloud. Keep posted with all things NetSuite.

Michael Dean

Michael Dean

Business Systems Consultant

Read here Michael’s original post and follow him for more tips and tricks on leveraging the power of Netsuite.

Need a specialist’s free advice?

Feel free to call an expert in NetSuite today.
Find out how cloud-based technology can support your business growth.

5 Keys to Face Disruption in Maintenance for Construction Industry

New challenges and opportunities arise for companies providing Maintenance for Construction, technology can help them improve their own productivity.

Maximising Safety and Minimising Contact. How FSM Software Is Empowering Field Based Service Businesses?

Field Service Business by nature are high-contact. ERP has helped them to eliminate paperwork, leverage video calls and implement safety check-lists.

How are Australian Service Companies Thriving Overseas?

Despite all the difficulties of taking services abroad, a number of Australian Companies are not just thriving locally, they are attaining global success.

The Smoke is Dissipating, How can Technology Providers Help Australian Agroindustry?

Every day more Australian farmers adopt the idea of using technology to combat their problems, lower costs and improve efficiency.

Sunny Days for Agribusiness Solar Distributors

It is time for solar providers to prepare for a shift in agribusinesses from diesel to solar technology and with the right tools expand to the farm sector.

Latest scandals in Retail Payroll, how likely are they to happen to you?

Amidst an epidemic of payroll underpayment across Australia retailers, they should focus on technology that can keep up with legislation changes.

Share This