What Are KPIs in NetSuite?

Key Performance Indicators (KPIs) are essential metrics that help organizations monitor how effectively they are achieving their strategic goals. In NetSuite, KPIs are especially powerful because the platform centralizes all business data, making it easy to visualize performance and support decision-making with real-time insights.

NetSuite’s ERP is a powerful, all-in-one platform that brings together finance, operations, sales, and more, giving you the visibility and control you need to manage your business with confidence.

You can view KPIs directly from your NetSuite Home Page, where they are updated each time you load the page, or manually using the 🔄 Reload icon.

How to Set Up KPIs in NetSuite

1. Go to your Home Page

2. Click on Personalize

3. Select Key Performance Indicators

You’ll now see a new KPI section added to your dashboard. Click Set Up to configure it.

Adding Standard KPIs

NetSuite includes a set of predefined KPIs. To add them:

• Click Add Standard KPI

• Select the KPIs you want to monitor

• They will appear on the right side of the window

• You can remove any by clicking the ❌ icon

Customizing Your KPI Display

After selecting your KPIs, you can:

• Choose a comparison date range to track performance trends.

• Highlight values that meet specific thresholds (e.g., revenue above target).

• Enable Headline to display a graphical representation at the top of your dashboard.

This is how it will look on your NetSuite homepage:

Need More Flexibility? Build Custom KPIs

If your business requires KPIs that are not available in the standard list, or you want to track unique business metrics, you can request custom KPI development.

👉 Contact Broken Rubik to create tailored KPIs that suit your specific needs.