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NetSuite is a comprehensive business management software that offers a wide range of features and functionalities to help businesses streamline their operations, increase efficiency, and drive growth. It is a cloud-based platform that provides integrated solutions for accounting, inventory management, e-commerce, and customer relationship management, among others.

As a new user, it’s essential to understand and implement best practices for using it effectively in support of your day-to-day tasks.

Here are some tips for successful NetSuite use:

Take the Time to Set Up NetSuite Dashboards Correctly

NetSuite Dashboards are a game-changing tool for most new users. The detailed information that can be presented and the interactivity available through tools such as saved searches means that users of NetSuite will have access to more information, in real-time, than ever before.

Taking time to configure your dashboards to suit your individual role can save you hours per week and ensure that any information you need to complete tasks and make decisions is only ever a click away.

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Dashboard Tiles

NetSuite Tiles can be customised to display data in a variety of ways, such as text boxes or gauges. They are aimed at providing the user with real-time visibility of key business metrics such as daily income, open opportunities or new leads. Tiles are most effective when used sparingly, so deciding what information is most important to you as a user is key.

Saved Searches and Reports

If you are finding that you are frequently running the same reports and saved searches, it might be more efficient to embed them into your main dashboards for quick access. As an added feature, Saved Searches can also be updated directly from a dashboard, without having to open the transaction itself, which is a huge time saver for almost any NetSuite user.

NB: If you aren’t able to update your saved searches from your dashboard directly, ensure that you have the “inline editing” option turned on in both the portlet configuration and the saved search itself.

Hotlinks

Many users aren’t aware that they can create a simple list of hotlinks that will open a new tab directing them to their most frequently visited pages, both internally in NetSuite and externally to 3rd party websites. For users who need to frequently access a large number of websites, pages and resources, having access to the hotlinks can save a huge amount of time throughout your day.

RSS Feeds Live in Your NetSuite Dashboard

One of the more advanced features of NetSuite Dashboards is the ability to add RSS Feeds. These feeds can be used to display real-time updates from 3rd party websites, or even internally within your organisation. By setting up an RSS feed you can ensure that you always have access to the latest information and news, without having to seek this information from the source. Some use cases of RSS feeds could include live Forex information, links to latest news articles for your industry or getting live feeds of your own marketing channel activity.

Simple Steps to Configuring Your NetSuite Dashboard

  1. Log in to your NetSuite account and navigate to the “Home” tab.
  2. Click on the “Customise Dashboard” button located in the top right corner of the page.
  3. Select the “New Dashboard” option and give your dashboard a name.
  4. Choose the layout of your dashboard by selecting the number of columns you would like to use.
  5. Drag and drop the desired portlets (i.e. charts, lists, etc.) onto the dashboard from the “Available Portlets” list.
  6. Configure each portlet by clicking on the gear icon and selecting “Edit” to set the preferences for that specific portlet.
  7. Save your dashboard by clicking on the “Save” button in the top right corner of the page.
  8. You can easily go back and make changes or add more portlets as per your requirements and save them again.

The detailed information that can be presented and the interactivity available through tools such as saved searches means that users of NetSuite will have access to more information, in real-time, than ever before.

Tiernan O'ConnorSales Director - DWR
Tiernan OConnor

Tiernan O'Connor is an accomplished Sales Director and NetSuite expert at DWR Consulting, a top-tier NetSuite Solution Provider and Implementation Partner. With over 25 years of experience in Sales, Marketing, Cloud ERP and technology, Tiernan has become a trusted authority in the NetSuite Partner community, helping businesses of all sizes streamline their operations and achieve success. Tiernan's in-depth understanding of NetSuite's capabilities and his extensive experience in implementing cloud-based ERP solutions have positioned him as a thought leader in the industry. He is known for his ability to identify and execute tailored strategies that meet each client's unique needs, ensuring they unlock the full potential of NetSuite's powerful features. Connect with Tiernan on LinkedIn

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