KPI Scorecard Portlet

KPI Scorecard portlets can display data comparisons across multiple key performance indicators (KPIs). These comparisons are stored in NetSuite as separate KPI Scorecard records. You need to create a KPI scorecard before you can add it to your dashboard. To learn how to set up a KPI scorecard, see Creating a KPI Scorecard.

To add a KPI Scorecard portlet to your dashboard:

  1. Click Personalize in the upper right corner of your dashboard or use Personalize Dashboard in the Settings portlet.

  2. On the Standard Content tab of the Personalize Dashboard palette, click the KPI Scorecard icon or drag it onto the dashboard.

    KPI Scorecard portlet icon
  3. Click Set Up in the portlet or the portlet menu to configure the portlet.

  4. Select the KPI scorecard to display and click Save. You can also set filtering and orientation options, as well as choose to show or hide the date row or the trend graph icon.

For more information on adding KPI Scorecard portlets, see Adding a KPI Scorecard Portlet to a Dashboard.

Related Topics

Setting Up Dashboard Portlet Content
Key Performance Indicators

General Notices