ExtendSync does more than just sync emails and events—it brings that data to life inside NetSuite. By configuring your NetSuite dashboard to include saved searches and KPI metrics, you can turn synced communication into actionable insights. These views help teams stay aligned, responsive, and informed, while also providing visibility into user adoption and engagement.
This guide walks you through creating saved searches, visual dashboards, and key metrics to monitor adoption and optimize usage across your organization.
1. Track Meetings Organized by Each User
Keep a clear overview of which team members are scheduling meetings, allowing you to monitor engagement and identify trends in usage.
2. View Tasks Assigned to You and Your Team
Simplify task management by providing a consolidated view of individual and team tasks, ensuring nothing slips through the cracks.
3. Display Calendar Portlet to View Events
Enhance your productivity by adding a Calendar portlet to your NetSuite dashboard.
4. KPI Metrics to Track ExtendSync Usage and Storage Savings
Set up detailed KPI metrics to track key data points, including:
Emails Attached via ExtendSync – [Click here to set up the saved search]
Events Synced – [Click here to set up the saved search]
Storage Savings from OneDrive and SharePoint Integration – [Click here to set up the saved search]
These metrics will help you assess adoption, efficiency, and overall organizational performance.
👇 Follow this guide to have the same view as the one below.
5. Email Communication by Customer
Track and manage email interactions with each customer, allowing you to monitor communication frequency, responsiveness, and engagement for more personalized outreach.
👉 Create saved search to see email interaction by Customer
6. View Opportunities with No Sales Activity
Identify opportunities that haven't had recent sales activity, enabling you to focus efforts on re-engaging and moving them forward in the sales pipeline.
