Module 18: Standard KPIs & Portlets - Suite Analytics Learning Hub

What are KPIs?

Key Performance Indicators (KPIs) are quantifiable metrics that measure business performance. NetSuite provides 75+ prepackaged KPIs based on standard reports, displayed through various dashboard portlets. KPIs let executives and managers monitor critical metrics at a glance.

KPI Portlet Types

📊 Key Performance Indicators

Summary lines showing current values with drill-down to underlying data.

Multiple KPIs in one portlet
Click values to drill down
Shows trend indicators

🎯 KPI Meter

Semi-circular gauge showing a single value against thresholds.

Visual speedometer style
Compare to target values
Color-coded ranges

📉 Trend Graph

Line chart showing KPI values over time.

Multiple KPIs on one chart
Select time intervals
Track trends visually

📋 KPI Scorecard

Tabular comparison of KPIs across date ranges.

Compare periods side-by-side
Highlight variances
Complex multi-KPI views

Adding KPI Portlets

📍 Steps to Add a KPI Portlet

Click Personalize Dashboard
Select Custom Portlet → KPI type
Choose the KPIs to display
Configure date ranges and comparison periods
Set highlighting thresholds (optional)
Click Save

💡 Example: Revenue Trend Graph

Create a trend graph showing monthly revenue for the past 12 months:

Portlet Type: Trend Graph
KPI: Revenue
Time Interval: Monthly
Range: Last 12 Months

🎯 Key Takeaways

NetSuite includes 75+ standard KPIs based on reports
KPI Portlet — List of values with drill-down
KPI Meter — Visual gauge with thresholds
Trend Graph — Line chart over time
KPI Scorecard — Multi-period comparison table

📈 Module 18: Standard KPIs & Portlets