NetSuite Live Dashboard: Orders, Bills & KPIs

Ryan

Ryan Wianecki

Developed a real-time, role-specific dashboard within NetSuite to monitor and manage live Purchase Orders, Bills, and key A/P metrics. Customized multiple saved searches filtered by vendor, overdue status, and date ranges, then embedded them directly into the dashboard using KPI scorecards, trend graphs, and summary tiles. Conditional formatting was applied to aging buckets with red/yellow/green visual flags based on days overdue, instantly surfacing critical issues. Layout was optimized for accounting and operational leads to view orders and outstanding balances without drilling into records—cutting review time significantly. Outcome: streamlined approvals, improved visibility, and faster vendor payment prioritization.
Like this project

Posted Jul 18, 2025

Created a real-time NetSuite dashboard using saved searches to track orders, bills, and KPIs for faster decisions and streamlined visibility.