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Calculate Avg of Balances for KPI Scorecard
Hello, I’m trying to create a custom KPI for a KPI Scorecard that calculates the sum of “as of” balances divided by the number of months to date, within a specific date range. The challenge I’m facing is that when I apply a date filter, the “as of” balance values are not preserved — the KPI only reflects data from selected…
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List of KPI Ranges for the KPI Portlet?
Is there a list, or documentation somewhere, of all the ranges available for the Key Performance Indicators portlet? We have a number of users who are working on making their own Custom KPIs for their KPI portlet, but they want a reference for all the range options. Does such a reference exist? Right now the only "list" is…
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How to increase the range for trend graphs?
Is there a way to increase the range for a trend graph? Our shipping department and management track an On-Time Fulfillment % for orders (a custom KPI) using a trend graph set to 'Weekly' for the trend type. However, the trend graph only shows data for the last 12 weeks, like so: They want to be able to see the results for…
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WMS users - How to view productivity from Warehouse Associates?
For those who has Netsuite WMS and is managing a Warehouse team, how do you keep track of Warehouse Associate Picking, Packing, and Put Away times? I've asked NS support and pointed to do a global search of "WMS Open Task" and "WMS Closed Task". I do see activity, but the results are over 500k lines of data and I can't…
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KPI Scorecard Months in Rolling Year
I have a KPI Scorecard that is built off of an opportunities saved search. This scorecard shows each month as a column so the sales manager knows how many opportunities there are to close in the coming months. It's used as a forecast KPI. The scorecard range is set up to "January this year", "February this year", "March…
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Custom KPI and Date Filters
Hi, I am trying to create a custom KPI to show the # of lines shipped. My search is using transaction type sales order. I am using Applying Transaction Actual Ship Date as the available filter since partially shipped sales orders do not have actual ship dates. On the dashboard the KPI is only showing the total and not the…
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What is the formula to get Amount from Transaction line using Main Line= True?
We are creating a saved search to for a custom sales KPI. We are able to retrieve Gross Sales, Net Sales, Tax, Refund & Shipping amounts with the following formulas: What we are unable to retrieve is the Discount Amount. We are using a GL account to record the discounts through a sales item labeled "Generic_Discount" which…
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How to add - Custom KPI Scorecard for Employees added monthly & Service item
How to add - Custom KPI Scorecard for Employees added monthly & Service item. Unbale to see in the KPI section employees and service item