How do I customize my NetSuite dashboard?

Personalizing Your NetSuite Dashboard

Click Personalize in the top right-hand corner.
This opens the personalize dashboard drop-down menu/portlet menu.
Drag and drop a portlet to your screen.

In respect to this, how do I change the layout in NetSuite?

Set Custom Layouts within Standard NetSuite Financial Statements

Navigate to Reports > Financial > Row Layout Assignment.
Ensure the inline edit option is enabled in the upper left corner of the list.
Identify the standard income statement, then select the custom layout (identified in Step #2) in the Row Layout column.

Beside above, how do I publish my NetSuite dashboard? How to Publish a NetSuite Dashboard

Make sure you are logged in to a role with the same Center Type as the role(s) you wish to publish the dashboard to.
Configure the dashboard(s) you wish to publish.
From the Home dashboard, locate and click the Publish Dashboard link in the Settings portlet:

Secondly, how do I add a tile to NetSuite dashboard?

Setting up the dashboard

Click Personalize Dashboard.
Click or drag and drop the Custom Portlet item.
In the Custom portlet, click Set Up.
In the Custom Content Pop-out, in the Source Dropdown select Tiles.

What are KPIs in NetSuite?

KPIs, or Key Performance Indicators can show results over time for your data in NetSuite. You can add up to three KPI Meter portlets to a dashboard. Each meter visually represents data for one KPI that is displayed in the dashboard's Key Performance Indicators portlet.

Related Question Answers

How do I make a field mandatory in NetSuite?

Click Set Field Mandatory.

In the Condition section:

Click the open icon and this will open the Edit Workflow Condition popup window.
Under the Field column select Is Person.
Under Compare Type column select checked.
Click Add.
Click Save.

How do I create a custom record in NetSuite?

…are fields of the type 'list/record. ' These will link to actual NetSuite records/transactions (existing webinars, customers or invoices). Under the Links tab, we will specify where we wish to find our Attendee record list.

Step 3. Create a Custom Attendee Record

Webinar.
Attendee's Company.
Invoice.

How do I add a checkbox in NetSuite?

Enter a Description that helps someone understand what this field is, why it exists, and how to use it. Choose the Type from the dropdown list. “Check Box” in this example. On the “Applies To” tab at the bottom, click the checkboxes for the document types to which this field will be added.

How do I change the color of my dashboard in NetSuite?

Simply click on the house (“home“) icon on your dashboard and navigate to “Set Preferences.” There, you will be able to change your color scheme on the “Appearance” menu.

How do I create a sales report in NetSuite?

NetSuite - How to create a Daily Sales Report

Navigate to Reports>Sales>Sale by Customers>Customize.
Under Edit Columns, expand Sales > Add Amount (Gross).
Add in five columns for Amount (Gross) and set the last column as:
On the other Amount (Gross) Columns, use the following:
Enter a Report Name and hit Save.

How do I create a report snapshot in NetSuite?

Click on the + sign to view the sales of child customers. Click Return to Customization. Enter Report Name. Click Save and Create a Snapshot.

What is a NetSuite portlet?

A portlet is essentially a visual plug-in that you can add and arrange on your NetSuite dashboard to highlight certain information. It gives you a snapshot of your business, and the portlet options allow you to tailor your view.

What is KPI meter?

View the KPI Meter report enables to see the key performance of a account in a gauge view. The report is a gauge, which indicates the variance percentage value along an arc. Values are depicted using color codes.

What is a NetSuite Center?

The NetSuite Customer Center is a time saving and productive tool for any company. Not only that, customers will be able to make payments, place orders, print statements, and edit account details. These tasks may otherwise take employees hours to complete, but can be done directly by the customer.

What is KPI in inventory management?

Key performance indicators (KPIs) in inventory management are metrics that help you monitor and make decisions about your stock. In inventory management, KPIs matter because they offer information about turnover, sales, demand, costs, process success, relationships and more.

What is KPI in warehousing?

Warehouse KPIs (key performance indicators) are the answer. They allow you to set a benchmark for month-on-month improvements. And help identify areas that (when combined with a solid procedure and Warehouse Management System) will have a direct effect on both overall business costs and customer satisfaction.

Is inventory turnover a KPI?

The Inventory Turnover KPI measures how often you are able to sell off your entire in-stock inventory in a given year. This KPI is closely related to your supply chain, and indicates the ability of your organization to generate sales and increase revenue.

How do you measure inventory levels?

It is calculated by dividing sales by beginning inventory. This metric, like stock-to-sales ratio, looks at sales in relation to inventory for one period of time as opposed to a longer time period. However, it is useful for understanding performance as well as possible inventory needs.

How do you measure inventory performance?

To measure performance in inventory management, one of the most common metrics to use is the “number of inventory turns.” This number is calculated using the ratio of the value of purchased stock to the value of stock on hand. The metric, number of inventory turns, aims to measure the movement of stock.