Wednesday, Apr 4, 2018
10:00am – 11:00am
Need to upskill in NetSuite? Want to get the most out of your software? Need a refresher course?
Our NetSuite Expert Consultants are hosting mini NetSuite Training Series once a month on different topics chosen by our customers for beginner, intermediate and advance NetSuite users. Perfect for those pushed for time or wanting to touch up on a certain topic.
Join Rebecca Paul for a beginners guide to making the most of your NetSuite Dashboard. Having a dashboard that works for you, will enable you to get the very best out of your system. NetSuite dashboards are an integral part of the NetSuite experience.
During the initial sales process and the implementation, a lot is made of using dashboards to manage by exception, give one-click access to records and transactions, and putting important metrics at your fingertips.However, often during an implementation, it is the home dashboard that is left to last or is set up to a basic level with plans to return to it at a later date.
This webinar is a chance to refresh your knowledge of setting up the dashboards and use them to effectively manage your daily operations.
- Adding portlets to your Home Dashboard
- Setting up Key Performance Indicators (KPIs)
- Setting up Dashboard Reminders
- Creating shortcuts on your Home Dashboard
- How to publish and maintain role-specific dashboards
- How you can use saved searches to show key tasks and metrics
- How to insert graphs