A Look at Your NetSuite Dashboard

Ekwani Consulting

New to NetSuite? Feeling disoriented whenever you log in? Don’t be hard on yourself. Like most new experiences, everything takes just a little bit of time to get used to it. But eventually, you make it your own. Remember the last time you got a new phone and how long it took to get that familiar feeling? Same thing! So, just because it feels hard or unfamiliar right now does not mean it was the wrong move for your business. 

 

More often than not, it just means you haven’t had a chance to learn all the ways NetSuite is trying to show up for you. Or teach it how to show up for you. That’s why, in this blog, we’re helping you dive into it! Keep reading as we explore all that you’ll see once you log into NetSuite and how it’s designed to make your business go the distance. 

What You’ll Find

In the old days, a business owner’s morning routine would be all about making the rounds in different departments to get updates on what’s going on – to get a bird’s eye view of their business. 

 

But in this day and age (and primarily with NetSuite), you could save all those valuable steps for a walk in the park. Because with NetSuite’s Dashboard, you get a bird's eye view of what’s going on in your business the moment you log in. 

 

In the NetSuite Dashboard, you can immediately get your eyes on: 

 

  • KPIs: Utilizing their industry-leading key performance indicators (KPI), your dashboard can give you a vital day-to-day overview of analytics that can shape and direct decisions to improve business performance

 

  • Reminders + Tasks: Need a clear understanding of what needs to be prioritized in your day? That can be found on your dashboard. With a direct view of urgent reminders to tasks to be prioritized, you’ll be able to ensure that every day is the most productive. 

 

  • Visual report snapshots: With up-to-the-minute reports on financials and other key business metrics, your dashboard can also provide you with visual report snapshots. Snapshots that can help you (and NetSuite!) spot problems a mile away or pop some bottles for a forecast of success. 

 

Not Seeing This On Your Dashboard? 

Customizing your dashboard may seem like a minute step. But in the grand scheme of things, it's one of the biggest ways NetSuite helps your business start running like a well-oiled machine. Within your dashboard, you can customize it to show you things like this and other important aspects of your business that you want to have on your radar every single day. 

 

To customize it, you'll want to navigate to your List portlet, click "customize view," and follow the prompts to choose what you want to see in your dashboard and what's available within the filters. 

 

If setting this up is overwhelming, remember you can always reach out to NetSuite support or lean on your friendly neighborhood NetSuite experts. 

Who Can See It

Just because you need to be in the know of key metrics, reminders, or reports doesn’t always necessarily mean that your entire team needs to see it, too. But don’t worry. NetSuite is way ahead of you. 

 

While all user dashboards are customizable, you’re in control of those customizations. You can ensure that only chosen team members see certain metrics, reports, or overviews on their dashboards while blocking access to that very data from others. 

 

By doing so, you can ensure that every team member has immediate daily access to only the essential information they need to get the job done. 

Set Yourself Up for Success

The NetSuite dashboard is a powerful tool for setting up your business for success. This is why it’s important to not only make the most out of it by customizing it (and knowing how to customize it as your business grows) but also to make sure it’s set up from the moment of implementation. 

 

By doing so, you’ll not only ensure you’re getting the most out of your investment from the very beginning, but you’ll be able to run your business with confidence, knowing that you’ll be making the most out of your NetSuite investment every single day. 

 

Feeling overwhelmed with implementing NetSuite into your business the right way? At Ekwani, we hold your hand through implementation every step of the way. And long afterward. To find out how we can take the burden of implementation off your shoulders, schedule a call with our team. 

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