This installment of our NetSuite Tutorial will teach you how to use the home dashboard in NetSuite.
Welcome to NetSuite. This video gives a quick orientation to the home dashboard and some of its useful features.
After logging into NetSuite, you will always be brought to the home dashboard. The home dashboard is full of what are called portlets. A portlet is a small window that contains information within the page. The portlets displayed currently are reminders, recent records, shortcuts, and KPI’s.
Depending on the user’s role, the portlets may have a slightly different layout or alternate portlets may be displayed. The reminders portlet in the upper left displays specific reminders for the user in a particular role. This could consist of overdue tasks, sales, and orders pending approval, or other relevant information. The reminders portlet may not show any information when a user first logs in. This is because the reminders are based on the user entering records like sales orders and purchase orders, which a brand-new user will not have done yet. These will automatically populate as the user adds records to NetSuite. Each reminder has a number that indicates the number of NetSuite records that fall under the reminders criteria. In this case, there are 11 sales orders to approve clicking on the name of a reminder opens a report listing the records related to that reminder.
Another portlet is the recent records portlet. This portlet provides a list of records that have been assessed previously in NetSuite. Recent records will show any pages that you recently visited in NetSuite or any records that you recently created. This portlet will not populate until a record of any type is accessed or created. As an example, we will open an item record by clicking on items in the shortcuts portlet. Now we will open the item record by clicking on an item name on the left-hand side of the page. Now that a record has been viewed we will navigate back to the home page by clicking the home button.
The Recent records portlet is now populated, and the record can be accessed again by clicking on the title of the record within the portlet. Another way to view recent records is to hover over the recent records icon in the upper left. This can also be accessed from any page within NetSuite.
The shortcuts portlet allows a user to access certain types of records, run searches and reports, or perform actions and tasks. As a new NetSuite user, these shortcuts may already be setup. Shortcuts can also be accessed from anywhere in NetSuite by hovering over the star icon near the top left and clicking on an item in the drop-down list.
On the home dashboard is another portlet which may be accessible in your account, that is the navigation portlet. The navigation portlet provides quick links to different areas of NetSuite. Depending on your role, the navigation portlet will display a different set of links. Such as sales by item page under the sales section. This page brings up a list of all item sales showing quantity sold, price and total revenue. The sales and margin page under the operations section lets the user examine details about what an item cost to buy and what price it sells for.
Other portlets are also shown and will be different depending on the role and dashboard setup. An example of a NetSuite saved search shown in the dashboard is this sales order status portlet. This portlet shows all sales orders and is easily filtered by date, status, source, or sales rep. This allows the user to view specific information in this portlet. To use the filter option, click one of the dropdowns. In our case, we will be sorting by sales rep. We will select Clark Koozer from the sales rep drop-down. Now only Clark’s sales orders are shown. To view a sales order click the view button on the left-hand side. Any filtering options added to a portlet will persist even after the user navigates to another page or logs out of the system.
Another important note about portlets is that they do not update in real-time and need to be refreshed occasionally when a user is on the home dashboard for a prolonged period of time. To refresh a portlet simply click the refresh button here. This will update the portlet with any information that has been added to NetSuite since the user first visited the home dashboard.
This concludes our video covering the NetSuite dashboard and portlets. Thanks for watching.