KPI Scorecards Track and Compare Metrics all Year

The KPI Scorecards feature allows you to add a portlet to your dashboard that shows the results of multiple KPIs (Key Performance Indicators) for multiple date or period ranges within a single portlet. The scorecard-like functionality also allows you to compare one KPI to another within the same portlet. For example, a sales manager can track the sales of multiple sales team simultaneously. In our example, we are providing a KPI displaying Revenue Target Metrics for members of the Board of Directors.

When comparing KPIs, you can select Ratio or Variance, Absolute or Percent differences. Historical pipeline and forecast data are also supported.

To enable the KPI Scorecards feature:

Once the feature is enabled, you can go to Setup > Customization > KPI Scorecards > New to set up your KPIs.

Setting Up a KPI Scorecards Portlet

On the KPI Scorecard page, you can set up the KPIs you want to include in your KPI Scorecards portlet. You can define date ranges to apply to each KPI and also define an audience to share your portlet with. Once your setup is complete, you can click Customize this Page on any standard or custom tab in your account to add the KPI portlet to that page.

To set up a KPI Scorecards portlet:

Select one of the following comparison types:

Click image below to enlarge

create netsuite kpi scorecards

Once your setup is complete, you can add the KPI Scorecards portlet to your dashboard.

To add a KPI scorecard to your dashboard:

  1. Go to Home > Settings > Customize this Page.
  2. On the Customize page, click the Standard Content subtab.
  3. Check the box in the Show column next to KPI Scorecard.
  4. Click Save.

Click image below to enlarge.

save netsuite kpi scorecard

Once the KPI Scorecard portlet is added to your dashboard, click Set Up in the portlet to access three additional preferences:

You can define an audience for your KPI scorecards portlet. Members of that audience can add your KPI Scorecards portlet to their dashboards.