The most important features and capability of NetSuite is that you can get a complete view of your current business status from the dashboard. This is very crucial as using which you can get an overall view about your business and the key areas where you need improvement. With the help of KPI portlets one can easily understand all the details about the business in a single glance. NetSuite’s real-time Dashboards provide you with business intelligence from a single system of record across all areas of your company—from accounting and sales, to fulfillment and support.

There are standard KPI’s offered by NetSuite and in addition you can add Custom KPI’s which are saved searches created by you. KPI Dashboard, provides a visual workspace that gives users instant, uninterrupted access to accurate information. A dashboard is available not only on your home page, but on every page you see in NetSuite except the Documents, Setup, and Customization pages. On your dashboards, you can view the data you need to make decisions, and edit records.

Dashboard content is displayed in a variety of portlets, dynamic data display windows. Some portlets provide direct access to raw data, and others display data that has been synthesized into critical business metrics, such as key performance indicators (KPIs), performance scorecards, trend graphs, and report snapshots.

How to create Custom KPI’s in NetSuite?

To create Custom KPI’s in NetSuite you need to follow the two steps.

• Create a Saved Search.
• Add the Saved Search to the Custom Portlet KPI.

How to add the Saved Search to the Custom KPI portlet?

• From the KPI portlet window click on Setup, which will open up a pop up window.
• Click Add Custom KPI’s button. It will open up another popup. From there you can choose the Saved Search from the left list (up to 10). You can add the required saved searches and than click Done.
• After that you can set the date ranges for each Saved Search in the RANGE field.
• You are done, just after that click Save.

Note: KPIs cannot enforce summary search filters because KPI calculations do not include groupings. If a saved search used as a custom KPI includes any summary search filters, the result for the KPI may differ from results when the search is run.