ANS-0909 · FINANCIAL REPORTING
How to Set Up and Display KPI Meters on Your NetSuite Dashboard
Learn the essential first step to visualize key performance indicators on your NetSuite dashboard using KPI Meters.
Short answer
To set up KPI Meters on a NetSuite dashboard, users must first add the desired indicators within the Key Performance Indicator portlet. Once these indicators are configured and saved, they become available for selection and display through the KPI Meters portlet, allowing for immediate visualization of critical business metrics.
Scenario
Users often seek to display key performance indicators (KPIs) prominently on their NetSuite dashboard using KPI Meters. However, they may find that the desired metrics are not appearing or are unavailable for selection within the KPI Meters portlet, leading to confusion about the initial setup process.
Solution
To enable the display of metrics using KPI Meters on a NetSuite dashboard, the necessary indicators must first be configured within the Key Performance Indicator portlet. Once indicators are added to the Key Performance Indicator portlet, they will then become available for selection and display within the KPI Meters portlet.
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