What are your businesses KPIs? Are you looking to harness the data you have in NetSuite to work for you? KPIs and Trend Graphs can be great tools, and rather than some flowing language about how your business needs them, let me show you how you can use NetSuite to create just the right Saved Search to display the KPIs your business needs.
KPIs are Based on Saved Searches
When you’re talking about KPIs, the first thing you need to do is determine what your base record is. You can do some pretty powerful things with custom records and CSV Imports to get data from outside your system into NetSuite to visualize the data you’re not storing in NetSuite, but we’ll go ahead and use some data from a base record that you most likely use everyday – Sales Orders – and perhaps more importantly Payments (when the cash comes home). Let’s build some Saved Search that shows your total invoice payments and your total SO amounts on a week-by-week basis.