Key Performance Indicators (KPI)

Posted by Administrator on 17 Jul, 2013

Key Performance Indicators, or KPIs, synthesize the raw data into critical business metrics that can be seen at the right side on the dashboard in the chosen formats. KPIs allow us to spend more time learning from and acting on important data, and less time gathering it. NetSuite includes over 75 pre-packaged KPIs based on NetSuite standard reports, including summaries of forecast, pipeline, orders, cases, and financial data. Custom KPIs can also be created based on custom saved searches.

NetSuite provides the following types of dashboard Portlets where you can display key performance indicators:


  • Key Performance Indicators Portlet: This Portlet displays a simple summary line for each selected KPI, with clickable links that drill down into each KPI's underlying data source.


  • KPI Meter Portlet: This Portlet displays a visual representation of KPI data, a semi-circular meter providing comparison, date range, and threshold values at a glance.

KPI 2Trend Graph Portlet: This Portlet displays a chart of KPI data values over selected time intervals. This chart type can be Area, Line, Bar, or Column. Comparisons can be shown in continuous or side-by-side manner. Popup trend graphs also are available from clickable icons in the Key Performance Indicators Portlet and the KPI Scorecard Portlet.Trend graphs offer choices to display data in Area, Line, Bar, or Column charts, and to use continuous or side-by-side comparisons.


  • KPI Scorecard Portlet: This Portlet displays a performance scorecard that can include complex comparisons among multiple KPIs over multiple date ranges or accounting periods. Scorecards also can include Excel-like formulas with KPIs and functions in their expressions.

Topics: Customization

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