Webinar - Know Your Business Better Through Dashboards

Dashboards give you an overview of your important business information dependant upon your NetSuite Role.

Topics covered in this webinar include:

  • Getting Started
  • Standard Report Portlets
  • The Home Dashboard
  • Dashboard Roles - CEO & CFO
  • Dashboard Roles - Sales Manager & Sales Reps
  • Dashboard Roles - Warehouse Manager
  • Dashboard Roles - Customer Service Manager

Outcomes

  • Improved process from log-in
  • Better access to relevant data for each role
  • Ability to know your relevant pipelines everyday
  • Easy access to reports for role managers
  • Improved efficiency when working in NetSuite
  • Consistent user interfaces for users who work together, giving them access to the same data.

Related Knowledge Base articles

Personalize Home Dashboard

Setting Up Basic Key Performance Indicators

KPI Scorecards

How to Create a Graph from a Report

 

 

 

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