NetSuite allows the creation of KPI (Key Performance Indicator) Scorecards which can be displayed in the KPI Scorecard dashboard portlet. You can create multiple KPI Scorecards for the various roles you have defined in your organization. Custom KPI Scorecards allow users to quickly compare multiple, complex KPI’s across multiple date ranges or accounting periods.
NOTE: The “KPI Scorecards” feature must be enabled in your account in order to create KPI Scorecards. Please talk to your Administrator if you’re unsure if this is enabled in your account.
To create a custom KPI Scorecard navigate to Setup → Customization → KPI Scorecards → New.
Enter the basic header information (Name, Description, and Owner) and then enter the information on the following tabs:
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Once finished, select “Save” (NOTE: Be sure to check the ‘Audience’ tab and enable the KPI Scorecard for the roles, users, departments, partners, etc that you want to have access to this Scorecard).
Navigate to your dashboard and select “Personalize Dashboard” in order to add the KPI Scorecard portlet in case you don’t already have it. Once the portlet is on your dashboard, select the down-arrow and “Set Up” to specify the KPI Scorecard you created.