4 Tips for the Most Useful NetSuite Dashboards
Dashboards are a favorite tool for NetSuite users. They allow for real time reporting, all important information related to a user’s working position, right on your personal “home screen.” With everything from layout to reports, chosen to individual specification, NetSuite quickly becomes your NetSuite.
Getting the most out of a NetSuite dashboard empowers employees, optimizing efficient functioning, with business intelligence right at their fingertips.
Here are 4 quick tips to get the most out of NetSuite dashboards.
Step 1: Get Started with a User Role
With more than 40,000 businesses or organizations using NetSuite, for more than 20 years, a number of user-specific roles have emerged, tailored to the needs of most organizations. By beginning with preset user roles, you can follow NetSuite dashboard best practices, which will assist in finding that balance between enough permissions in an ERP system to get your job done, but also the appropriate privacy for other personnel and parts of the organization.
Pre-assigned user roles are also a great starting point for a NetSuite dashboard with an appealing look and a high level of usability.
Especially in smaller to medium-sized businesses, users may have multiple roles assigned, and NetSuite preset user role dashboards accommodate that as well.
It’s an excellent starting point.
Step 2: Customize and Save Time on Repetitive Tasks
Though NetSuite can be set to disallow dashboard customization, many organizations enjoy customizing and using NetSuite dashboards to their fullest potential. NetSuite dashboard utilization can save time on repetitive tasks, along with allowing for user preference.
NetSuite’s smart system saves your search histories and allows for easy task audits. That means that even if you have to hunt-and-peck a little to figure out a report, function or tool you used in an older system (or need for a current task) the first time you use it, you can quickly save that search to your NetSuite dashboard.
With no programming experience and easy drag-and-drop functioning, you can also:
- Choose from a layout you like on each dashboard page (portlet)
- Select content such as reminders, calendars, custom searches and key performance indicators (KPI’s)
- Include trend graphs to utilize real time analytics and business intelligence
- Display report snapshots for one-click linking to needed reports and data (without slow and cumbersome data warehousing, a user favorite feature of cloud-computing-based NetSuite)
Step 3: Continue to Play Around
Returning to a default dashboard setup and display in NetSuite is simple, which makes playing around safe. Users can customize their dashboard and NetSuite experience, at their permission levels, without any fear of “breaking” the program or creating a situation for other users.
NetSuite encourages each user experience to be unique, and dashboards are one of the ways in which that is done.
Once a user role and dashboard have been fine-tuned, it can be published. Within that NetSuite organization, the same customization could also be used by others, as assigned.
That means that if one team member designs a setup that really works, it can quickly and easily be utilized by others on the same project, in the same department, in the same user role, or in need of the same functions--getting everyone, literally, on the same page.
Step 4: Continue Training
Mastering NetSuite makes for more efficient reporting, functioning, and business actions. Creating the best NetSuite dashboard features can evolve with you, as users continue training, read useful materials, watch videos, or grow as a business.
NetSuite grows with you.
At SCS Cloud, we partner in your success, from idea to implementation to continued support and training.
Curious to see if NetSuite will help maximize your business’ potential? Contact us for a free consultation.