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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Customer Sales KPIs and Dashboard

edited Jun 2, 2025 2:41PM in Ask A Guru 2 comments

My customer needs a rigorous dashboard for their customers and all related sales information. Does NetSuite have a customer dashboard preconfigured that can be purchased? Versus creating a dashboard and all related saved searches.

I'm looking for something such as customer, current month sales, previous month sales, YTD Sales, Last YTD sales, etc. in 1 convenient dashboard.

Thank you.

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