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How Do You Create a Custom KPI in NetSuite?

When asked “How do you create a custom KPI in NetSuite?” I was at first unsure. NetSuite has several built-in KPIs that can be added to your dashboard. They are useful but can only go so far. I hope this simple guide will help you create any custom KPIs you need for your application of NetSuite.

Key Performance Indicators (KPI) are a common method used to summarize business data into an understandable statistic. They are mostly used to compare two time periods to understand the direction a business is heading.

Custom KPIs are created the same way any saved search is. You can choose many criteria but the key to make them work is to not include a date range. For my example, we are looking at sales revenue via Cash Sale and Invoice transaction types. The only other criteria used is Main Line = ‘T’.

Under the Results tab I used a CASE WHEN statement to only include customers that had a company name. These we consider to be B2B.

CASE WHEN {customer.companyname} IS NOT NULL THEN {createdfrom.amount} ELSE 0 END

Under summary type, you use Sum and that is all. The results will be a single line of the total amount (all time) of whatever data you are seeking. In other words, the result is essentially useless here.

Instead, under your Key Performance Indicators dashboard, choose Set Up and Add Custom KPIs. Here you choose your saved search and then two date ranges (if you want to compare). I choose to compare “last week” with “week before last”. NetSuite automatically shows a change percentage for these numbers.

You can select a wide range of comparison dates and change them whenever you like. You are limited to 10 Custom KPIs on your dashboard. You can also include standard KPIs within the same dashboard “Portlet”. It is good practice to limit your KPIs to only those essential values you want to monitor.