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Configure Key Performance Indicator

Usage Metrics | Learn to set up KPI in NetSuite dashboard

Updated this week

To display KPI data on your dashboard, you need to add teh key Performance Indicator portlet to the page. This will give you better visual of ExtendSync usage.

Build the saved searches before performing the steps below:

Adding the Key Performance Indicator Portlet

Step 1: Click Personalize Dashboard > Key Performance Indicators item.

The portlet appears on the page, displaying default or previously selected KPI data.

Step 2: Hover over the upper-right corner of the portlet and click the three dots then choose Set Up.

Step 3: Click on Custom KPI and search for the following (this will depend on the names of the saved searches configured:

  • πŸ“§ Emails saved with ExtendSync

  • πŸ“… Outlook Events Created by ExtendSync

  • πŸ’Ύ OneDrive/SharePoint Storage Savings with ExtendSync

Step 4: Tick the headline check boxes.

Step 5: Set Hightlight if to Always then save setup and your done!

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