NetSuite Dashboard - Key Performance Indicators

What you'll learn
Understand NetSuite Dashboards and KPI Framework
Configure and Customize KPIs in NetSuite
Design Role-Based Dashboards
Analyze Business Performance Using KPIs
Requirements
Basic Understanding of NetSuite Navigation
Introductory Knowledge of Business Metrics
Basic Reporting or Saved Search Knowledge (Recommended)
Computer and Analytical Skills
Description
The NetSuite Dashboard - Key Performance Indicators (KPIs) course is a practical, hands-on program designed to help professionals leverage NetSuite dashboards to monitor, analyze, and optimize business performance in real time. This course focuses on building the skills necessary to design, configure, and interpret KPIs and dashboards that provide actionable insights across departments, roles, and business processes.Throughout the course, learners will gain a thorough understanding of NetSuite dashboards, KPI scorecards, and portlets, including how they integrate with saved searches, reports, and transactional data. Participants will learn to create meaningful KPIs, define performance targets, and set thresholds to highlight critical metrics. Emphasis is placed on tailoring dashboards for different user roles, enabling executives, managers, and team members to access relevant information quickly and efficiently.The course also covers best practices for dashboard layout, KPI visualization, and real-time monitoring, ensuring that users can easily interpret trends, track progress against goals, and make informed decisions. Learners will explore techniques to drill down into KPIs, analyze performance over different periods, and compare metrics across departments or business units.By the end of the course, participants will be able to design and manage role-based dashboards, configure KPIs for accurate performance measurement, and leverage NetSuite analytics to drive operational and strategic decisions. This course is ideal for NetSuite end users, business analysts, finance professionals, and managers seeking to maximize visibility and actionable insights using NetSuite dashboards.
Who this course is for
course is designed for professionals who want to monitor, analyze, and improve business performance using real-time insights within Oracle NetSuite. It is ideal for business users, managers, and department heads who rely on dashboards and KPIs to track operational, financial, and sales performance and make informed decisions.
This course is also well suited for NetSuite end users, functional consultants, and business analysts who are responsible for configuring dashboards, KPIs, and reports to support different roles across the organization.
the course is valuable for finance professionals and analysts who need visibility into key metrics such as revenue, expenses, cash flow, and profitability, as well as for operations and sales teams tracking productivity and performance trends. While basic familiarity with NetSuite is recommended, the course is accessible to beginner and intermediate learners.
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