The Chief Financial Officer (CFO) has primary responsibility for managing the company’s finances, including financial planning, management of financial risks, record-keeping, and financial reporting.

The CFO role includes custom dashboards. The following table highlights the key portlets on the Home dashboard.

Center Type

Custom Center Tabs



  • Home

  • Billing

  • Constituents

  • Vendors

  • Payroll and HR

  • Financial

  • NFP CRM Center

  • NFP Financial Center

  • Reminders

    (reminders with zero results still appear)

    • Purchase Request to Approve

    • Journals to Approve by you

    • Tasks due today (headline)

    • Tasks to complete (standard)

    • Event Invitations to respond to (standard)

    • Bills to Pay

    • Pledge | Order to Invoice

    • Purchase Order to Bills

  • KPI Meters

    • Operating Cash Flow

  • Trend Graphs

    • Quarterly Payable (on the left)

    • Quarterly Bank Balance (on the right)

  • Report Snapshots

    • Expenses by Program (on the left)

    • Functional Expenses (on the right)

    • Revenue by Program (on the right)

  • Settings (standard portlet)

  • Tiles (custom portlet)

    • Activity

    • Financial

    • Cash Flow

    • Expenses

  • Navigation Shortcuts

    • NFP Financial Management

    • Financial Operations

    • Expense Management

    • Other Reports

  • Scorecard

  • Key Performance Indicators

    • Restricted Revenue

    • Unrestricted Revenue

    • Revenue Released from Restriction

    • Operating Cash Flow

    • Total Bank Balance

    • Program Service Expenses

    For details on the KPIs, see Standard Key Performance Indicators Table and Social Impact KPIs.

  • Custom Saved Search

    • Net Assets by Program


Account Reconciliation Summary is a portlet added by core NetSuite. For more information about this portlet, see Portlet Types Table.

Related Topics:

Social Impact Standard Edition Roles and Dashboards
NFP EM Grant Administrator
NFP EM Controller
NFP EM Program Manager
NFP EM A/P Clerk
NFP EM A/R Clerk

General Notices