Organization Name: CleanFish
Grantee Name: Anette Lee
SuiteVolunteer Volunteers: Cesar Acosta, Myla Alcera and Wilbert Jonathan Efondo
Project Manager:  Wilbert Jonathan Efondo

 

 

 

 

Grantee has been using NetSuite for some time and everyone's dashboard is different. Looking for help to standardize and have everyone "sing from the same hymn book." 

Volunteer will review existing dashboards, help grantee determine which information should be surfaced on dashboards and provide guidance on making the required dashboard changes.

 

 

  1. Edit this page (click the edit button top right)
  2. Create child pages (click the create button in the header)
  3. Record meeting notes
  4. Upload documents for easy access 
Please note the wiki is live on the web, accessible by ANYONE, so chose what you share accordingly.

Scope:

 

  • Personalizing Dashboard
  • Simple customization of (only as needed):
    • Custom list
    • Custom field (Entity, item, body, transaction column)
    • Custom sub-tab
    • Report and report snapshot
    • Simple saved search
  • Publishing Dashboard


Timeline:

  • The Grantee will review existing dashboards:
    • The Grantee will determine what information is required by each group and when it is needed like on a daily, weekly, monthly, and or quarterly basis.
      • The Grantee will determine the availability of the information based on their current settings in NetSuite and existing business processes.  If they are not available, simple customization maybe required.
        • The NetSuite team will help the Grantee providing best practices about how to bring that information when possible into the Dashboard.
  • Both Teams will review and customize the Roles for each group like “Sales” to add “publish dashboards” permission.  This can use by Annette to standardize the dashboards for each department or group.
  • The NetSuite team will provide best practice in publishing dashboard to the grantee.


Completion:

  • Implement a custom Dashboard for each Group containing the information and / or metrics they use to measure success by OR that the Grantee representative (c/o Annette) will be able to continue working on her own to provide the Dashboard with information required by the groups.