Key Performance Indicators
Key Performance Indicators, or KPIs, synthesize your raw data into critical business metrics that you can see right on your dashboard in the formats you choose. KPIs enable you to spend more time learning from and acting on important data and less time gathering it. NetSuite includes over 75 prepackaged KPIs based on NetSuite standard reports, including summaries of forecast, pipeline, orders, cases, and financial data. You also can create custom KPIs, based on custom saved searches.
NetSuite provides the following types of dashboard portlets where you can display key performance indicators:
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Key Performance Indicators portlet. This portlet displays a summary line for each selected KPI, with clickable links that drill down into each KPI's underlying data source. The KPI portlet also enables you to see the KPIs you consider more relevant as headlines.
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For information about adding a Key Performance Indicators portlet to a dashboard, and choosing KPIs and layout options for the portlet, see Setting Up the Key Performance Indicators Portlet.
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For a list of the standard KPIs available from NetSuite, see Standard Key Performance Indicators Table.
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For a summary of what you can see in the Key Performance Indicators portlet, see Viewing Key Performance Indicator Data.
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For tips on displaying your own KPIs, see Custom KPIs.
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KPI Meter portlet. This portlet displays a visual representation of KPI data, a semi-circular meter providing comparison, date range, and threshold values at a glance. For more information, see KPI Meters.
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Trend Graph portlet. This portlet displays the differences in data over selected time intervals for multiple KPIs in a single chart. You can display up to three KPIs in a chart. This chart type can be Area, Line, Bar, or Column. Comparisons can be shown in continuous or side-by-side manner. Popup trend graphs also are available from clickable icons in the Key Performance Indicators portlet and the KPI Scorecard portlet. For information, see Trend Graphs.
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KPI Scorecard portlet. This portlet displays a performance scorecard that can include complex comparisons among multiple KPIs over multiple date ranges or accounting periods. Scorecards also can include Excel-like formulas with KPIs and functions in their expressions. For information, see KPI Scorecards.
KPIs are role-based and feature-based, meaning the KPIs that you can choose to display depend upon the role you used to log in to NetSuite and the features that are enabled. For more information about roles in NetSuite, see NetSuite Roles Overview.