Dashboards 2.0

Existing 1.0 dashboards have been converted to Dashboard 2.0. These dashboards now come as default for NetSuite Planning and Budgeting.

Applicable Dashboards:

  • CFO KPI Balance Sheet and Cash Flow Dashboard
  • CFO KPI Income Statement Dashboard
  • Balance Sheet Dashboard
  • Cash Cycle Dashboard
  • Cash Flow Dashboard
  • Income Statement Dashboard
  • OpEx as Pct of Total Revenue
  • OpEx by Account
  • OpEx by Department
  • OpEx Trend Overview
  • Class Revenue Dashboard
  • Customer Revenue Dashboard
  • Item Revenue Dashboard
  • Revenue Dashboard

Dashboard 2.0 features:

  • Revitalized Dashboard Designer
  • New Grid chart type that renders Forms 2.0 inside Dashboard 2.0 which supports data write-back
  • New URL and Commentary types of Dashboard objects
  • Ability to convert 1.0 to 2.0 individually or at a folder level on the Dashboards page
  • New user interface for associating business rules
  • Ability to display multiple Gauge, Pie, and Doughnut charts inside one Dashboard component
  • New menu options for opening and editing forms in Dynamic Tabs directly from the Dashboard
  • New Information icon for the Dashboard and all Dashboard components
  • Sophisticated POV member selection with Jet Member Selector
  • Increased supported tiles from 6 to 10 in one component, and increased number of components on a dashboard from 9 to 12
  • Enhanced Designer to include a Style property which renders the Dashboard in Default, Light, and Dark background colors with just one click
  • Introduced new "Edit without Data" option
  • Introduced a Save option at the Dashboard level which will write-back Grid Data updates. Also, Associated Business Rules will be run by enabling User to input Run-time Prompts
  • Complies with defined Valid Intersections in Dashboard POV Member Selections
  • Text Editor option introduced for formatting the Dashboard title
  • Data limits for charts can be configured in the designer to support asymmetric grid shapes
  • Option to hide Dashboard component borders for seamless display of various charts

Business Benefit: Dashboard 2.0 uses Oracle JET technology for faster rendering, sophistication, ease of use, improved flexibility, better visualization, and additional designs.

Tips And Considerations

To work with Dashboard 2.0, you must enable the Redwood Experience. For more information on the Redwood Experience, see About Redwood Experience.

Unmodified 1.0 dashboards will now come as default as 2.0, therefore, you don't need to do anything for unmodified dashboards. If you have modified your dashboards, then you will have to manually convert them to Dashboard 2.0.

To convert existing 1.0 dashboards:

  1. On the Dashboards page, click the Actions icon (ellipsis) next to the folder or next to the individual dashboard.
  2. Select one of the following options:
    • To convert a folder of dashboards, select Convert All Dashboards to 2.0.
    • To convert the individual dashboard, select Convert to Dashboards 2.0.

To create a new 2.0 dashboard, on the Dashboards page, click Create, then select Dashboard 2.0.

Key Resources