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NetSuite tips – creating and editing KPI scorecards

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We’re continuing to write a series of guides for our NetSuite customers, providing them with hints and tips all designed to make their lives easier with regards to the use of NetSuite. This month’s guide is all about setting up KPI scorecards, so that you can see and compare the information that is important to you at a glance.

In a previous guide “Understanding the dashboards”, we explained how to add KPI portlets to your dashboards, and in “Creating custom KPIs” we explained how to set up custom KPIs to be used alongside the standard ones provided by NetSuite.

However, this can be taken a step further by setting up KPI scorecards. These offer many choices for the calculation and display of KPI data and can provide complex comparisons among multiple KPIs over multiple date ranges or accounting periods. They can also include Excel-like formulas with KPIs and functions in their expressions.

Read on to find out how to set these up, how to edit them, and how to add them to your dashboards.

Creating a KPI scorecard

1. Go to Customisation > Centres and Tabs > KPI Scorecards > New

Creating a KPI scorecard

Please note: If this menu option is not available, the KPI Scorecards feature may not be enabled, or you may not have permission to create scorecards. Check with your account administrator to ensure you have the KPI Scorecards permission.

2. At the top of the page, enter the basic scorecard information.

3. On the KPIs subtab of the Content tab, you can add KPIs and define their comparisons, and add formulas and define formula expressions:

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Define your KPIs:

  •  Select a KPI from the KPI list:

Select a KPI from the list

  • In the “Compare Value to” list, if you wish, select a KPI to compare to the first KPI you selected.
  • If you selected a custom KPI from either dropdown, go to the Custom subtab, and in the corresponding custom KPI list, select the saved search you want to use for the custom KPI.

Select a custom KPI

Note: Only saved searches with a date field defined under “Available Filters” are available for use as custom KPIs in scorecards.

  • Move back to the KPIs subtab. If you have more than one row, you can tick “Compare with Previous” to compare the results of your comparison with the comparison defined in the row above.
  • Select a comparison type.
  • Enter a label for the KPI if you want something other than the KPI name to display as a row or column header in the portlet.
  • Click Add.

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Define your formulas:

  • Select a formula from the KPI list (they all begin with “Formula”).
  • Enter the formula’s expression in the “Formula” field by clicking the ‘Set Formula’ icon to open the Formula popup.

Set formula

In this popup, you can:

       a. Select from the Function list to add functions to the formula.
       b. Select from the KPIs dropdown to add KPI IDs to the formula.
       c. Edit the formula directly in the Formula field.

When you have finished entering the expression, click Save.

  • If you included a custom KPI in a formula, go to the “Custom” subtab, and in the corresponding custom KPI list, select the saved search you want to use for the custom KPI.

Note: Only saved searches with a date field defined under “Available Filters” are available for use as custom KPIs in scorecards.

  • If lower values are preferable for this formula’s results, tick the “Less is More” box. When this option is enabled, downward arrows are green and upward arrows are red in the KPI scorecard portlet. (The default is the reverse.)
  • If you do not want this formula’s results to display in the scorecard, tick the “Hidden” box. This option is available so you can use a formula as the basis for another displayed comparison.
  • Enter a label for the formula. This label appears as a row or column header in the portlet.
  • Click Add.

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Tip: After you have entered KPIs and formulas, you can reorder them by dragging and dropping or using the move buttons (you must select the line first).

4. On the Date Ranges subtab of the Content tab, you can define multiple date ranges (or periods). These date ranges apply to all of your scorecard data. After you have entered date ranges, you can reorder them by dragging and dropping or using the Move buttons (you must select the line first).

5. On the Highlighting subtab of the Content tab, you can highlight options to make results more visible in KPI Scorecard portlets. For example, if a value goes over a certain threshold.

6. On the Audience tab, you can define who has access to your scorecard, meaning who can put it in their KPI Scorecard portlet. You can base this definition on roles, departments, subsidiaries, groups, employees, or partners.

7. Click Save.

Adding your KPI scorecard to your dashboard

1. Now that you have created your scorecard, you can add it to your dashboard in the usual way: Select ‘Personalize Dashboard’ in the top right. An ‘Add content’ box will then appear on the left.

2. Next, select ‘KPI Scorecard’ and this will add the scorecard to your dashboard. Please note, the KPI scorecard feature must be enabled for KPI scorecard to appear in the list.

Adding KPI scorecard to dashboard

3. Hover over the down arrow on the top right of the new box and click ‘Set Up’.

4. Select the relevant scorecard from the drop down list, and choose whether you would like to restrict the scorecard to your dashboard only, or if you would like to share it.

5. Choose the orientation and decide if you would like to show a graph trend icon or a date row.

6. Click Save.

 

Editing a KPI scorecard

If you own a KPI scorecard, you can make changes to it. To open a custom KPI scorecard, you can:

  • In the KPI Scorecard portlet, click the “Edit” link, or
  • Go to Customisation > Centres and Tabs > KPI Scorecards and click “Edit” next to the scorecard.

To customise a prebuilt NetSuite KPI scorecard, open it and make changes, then save it with a different name. To open a prebuilt KPI scorecard, you can:

  • In the KPI Scorecard portlet, click the “Customise” link, or
  • Go to Setup > Customisation > KPI Scorecards and click “Customise” next to the scorecard.

If you would like to learn more about how you can use NetSuite features such as KPI scorecards to give you a better insight into your business’ activities, please don’t hesitate to get in touch with one of our team of experts.

Feel free to share this guide with your colleagues or comment below.

View our other NetSuite guides:

January – “NetSuite tips – Making search easier

February – “NetSuite tips – Navigating through the application

March –  “NetSuite tips – Understanding the dashboards

April – “NetSuite tips – creating custom KPIs

June – “NetSuite tips – how to set up email alerts

July – “NetSuite tips – customising and sending emails from records

August – “NetSuite tips – setting up reminders

November – “NetSuite tips: An overview of the changes to NetSuite’s user interface

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