Setting up Custom KPIs with Comparatives

Setting up a NetSuite custom dashboard KPI is reasonably easy as a user but it can be quite challenging getting comparative time range data to display. Read what setup is essential in order to display Custom KPI comparative date ranges.

If you want to display comparative data for different date ranges (or for that matter to display the data in a trend graph, KPI meter, or KPI scorecard) then you need to setup the Saved Search as normal. Bear in mind that if you want to show summary data for example sum total amount then the Search must have the SUM type (such as group, sum, or count) defined for the appropriate field on the Results sub-tab of the Search. In most cases this will show the KPI as expected but without comparative date range data.

In order to display comparative date range data in the KPI the Search must comply with certain additional rules:

  • You will need to remove any date range defined on the Criteria sub-tab.
  • On the Results sub-tab you can only have one field with a SUM type defined.
  • You will need to add a date column defined as a Filter on the Available Filters sub-tab.

If the type of search you've selected does not offer a date column as a filter this could be a problem. The only other solution is to try using a different type of search, for example, a transaction search to achieve the same results.