KPI Scorecards
The KPI Scorecard portlet displays your choice of a performance scorecard. KPI scorecards can provide 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. Scorecards offer many choices for calculation and display of KPI data. 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.
To get an understanding of what you can do with KPI scorecards, see the following:
To get started using KPI scorecards, see the following:
Scorecard Data Calculation and Comparison Options
-
Comparison of KPI results for a greater variety of date range types
-
Comparison of KPI results for a progression of date ranges
-
Comparison of multiple KPIs' results
-
Different types of comparative calculations including:
-
Sums: A+B
-
Variances in absolute or percent terms: A-B or 100(B-A)/A
-
Ratios in absolute or percentage terms: (B/A) or 100*B/A
-
-
Inversion of date ranges in comparisons
-
Excel-like formulas with the following features:
-
Formula results that can be expressed as:
-
Dollar amounts
-
Percentages
-
Numeric amounts
-
-
Formula expressions that can include:
-
Multiple KPIs
-
Common functions
-
-
Ability to define hidden formulas with results to be used by other formulas
-
Scorecard Data Display Options
-
Ability to orient KPIs horizontally or vertically
-
Ability to define custom labels in place of KPI names
-
Optional popup trend graphs
-
Ability to limit displayed data to your own or your team's results.
NetSuite includes a prebuilt Financial Ratios scorecard that is available to users with permission to see the Trial Balance report. For information about this scorecard, see Financial Ratios Scorecard.