Before we talk about NetSuite custom portlets, let’s define a portlet. A portlet is essentially a visual plug-in that you can add and arrange on your NetSuite dashboard to highlight certain information. It gives you a snapshot of your business, and the portlet options allow you to tailor your view. The Personalize Dashboard panel displays the content that you can add to your dashboard on tabs for Standard Content, Custom Portlet, Report Snapshots, and Trend Graphs. The portlets that you are currently using appear on the Currently Used tab.
Sometimes, out of the box functionality and numerous standard and custom KPI’s in NetSuite are not enough. Frequently, there is a need to source external company information and feed it directly to NetSuite’s Dashboard or perhaps create custom functionality that NetSuite does not offer out-of-the-box.
In order to bridge this gap, NetSuite gives us ‘Custom Portlets’. Custom Portlets are custom SuiteScript, wherein scripts that can be deployed directly on NetSuite’s Dashboard.
There are 4 different types of custom portlet scripts:
The following are the examples of custom portlets created by Plative which have helped to increase the efficiency of customers in their day to day activities. These were developed to pull together many different NetSuite reports and searches into one place.
1. Marketing Reporting
2. Sales Rep Follow up Metrics