fbpx

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.

How Millennials are Changing the Field Service Industry

The Millennial generation or Generation Y includes those that are born between the 80s and 90s. They are a generation that grew up with mobile technology and the internet at their fingertips. This instant access to information has bred an inherent expectation that at...

The Benefits of Warehouse Pick, Pack and Ship Automation

Through a combination of hardware, such as RF devices, and software, such as NetSuite, smaller distributors are gaining a competitive advantage by investing in technology that is designed to streamline their warehouse operations. Australian wholesalers are fast...

Top KPIs that Every Wholesaler Should be Tracking Right Now

Wholesale distribution has emerged as one of the top performing industries in terms of cloud technology take up. This early adoption, when compared to other industries such as professional services or manufacturing has seen Australian wholesale distribution business...

Manufacturing Software in 2019. How MRP Platforms have Changed.

In the past decade the manufacturing industry in Australia has changed dramatically, and so has Manufacturing Software (also known as MRP software). Interestingly, the concept of Enterprise Resource Planning software was born in the manufacturing industry. In the late...

The Omni-Channel Retail Customer is Changing

In 2019, the average consumer has evolved into a multi-channel purchasing machine. As the traditional customer buying journey continues to grow, retailers and wholesalers need to consider opportunities to cater to a new, savvier buyer. The question is though, where...

How is Field Service Software Helping Businesses to Get Ahead 2019?

Since 2014, we have seen a steady increase in both new field service businesses coming to market, as well as strong growth in existing operations. What is even more interesting is the number of retailers, wholesale distributors and manufacturers who are looking it...
Share This