Melvin
04/08/2025, 11:20 PMCeligo AI
04/08/2025, 11:20 PMAI generated answer (using internal Slack threads):To create a scorecard dashboard in NetSuite, you can follow these steps: 1. Navigate to the dashboard where you want to add the scorecard. 2. Click on the 'Personalize' button on the top right corner of the dashboard. 3. In the 'Standard Content' tab, find the 'KPI Scorecard' portlet and click on 'Add'. 4. Once the KPI Scorecard portlet is added to your dashboard, click on the 'Set Up' button on the top right corner of the portlet. 5. In the setup screen, you can add the KPIs you want to track in your scorecard. You can add standard KPIs or custom KPIs based on saved searches. 6. If you want to track financial ratios by department, you can create custom KPIs based on saved searches with the department as the criteria. You can add up to 10 custom searches (rows) to each KPI Scorecard. 7. After adding the KPIs, click on 'Save' to save your scorecard setup. Remember, a good informative dashboard could include a mixture of different kinds of portlets, like Reminders, KPIs, KPI Scorecard, KPI Meter, Trend Graphs, Shortcuts, Report Snapshots, Custom Portlets and Custom Search Portlets. You can be creative with what portlets are being used and whatnot, you really just need to determine what information the user would want to see, and decide how you want to present that information. ****** 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
04/08/2025, 11:20 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839397073
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82444036
Celigo AI
04/08/2025, 11:20 PM