Amadeu Fabra
04/02/2025, 1:38 PMCeligo AI
04/02/2025, 1:38 PMAI generated answer (using internal Slack threads):To create a dashboard with all possible KPIs, you can follow these steps: 1. Navigate to your NetSuite dashboard. You can customize it by clicking on the 'Personalize Dashboard' button on the top right corner of the screen. 2. You can add a variety of portlets to your dashboard. Some of the portlets that you can add include Reminders, KPIs, KPI Scorecard, KPI Meter, Trend Graphs, Shortcuts, Report Snapshots, Custom Portlets, and Custom Search Portlets. 3. For KPIs, you can use the 'Key Performance Indicators' portlet. This portlet allows you to compare data over different periods of time. You can add up to 10 custom searches (rows) to each KPI Scorecard. 4. If you want to show all KPIs without breaking them down by a date range, you can set up a reminder with a grouped saved search to get metrics like that. 5. If you want to populate financial ratio in KPI scorecard dashboard by department, you can create KPI Searches for each department as the criteria, then use custom KPI to add them. Remember, the key to a good dashboard is to determine what information the user would want to see, and decide how you want to present that information. Be creative with what portlets are being used. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
04/02/2025, 1:39 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
04/02/2025, 1:39 PM