Setting up dashboards for groups by role

When you log in to the system, by default, you’re taken to the home page. In a brand-new account, that’s the system’s default page for your role. That includes everything in the Classic center (as discussed in the previous sections) and also all of the sections on that screen with their various content.

Here’s an example of a dashboard in NetSuite:

Figure 10.8 – A personalized dashboard on the home page

Those rectangles of content are known as portlets, and any user can click the Personalize link at the top right of the screen to add or remove them as they like, or to move them around. Portlets can include pretty much any data you have in the account in a variety of formats, including charts, tables, lists, and more.

When we’re helping a client decide what their users’ dashboards should include, we need to focus on just their daily activities—the NetSuite features...