Order Management Kanban Dashboard
This interactive dashboard helps teams track sales opportunities, estimates, and orders in one streamlined view. It simplifies decision-making by presenting real-time data in a visual, easy-to-navigate format.
- SKU :PDNSOKD01
- Last Update :October 2025
- Published :31 Oct 2025
- Support for :NetSuite
- Implementation time :4 Business Days
Order Management Kanban Dashboard
Opportunity Board: Smarter Sales Decisions
This dashboard transforms how sales teams view and manage their pipeline in NetSuite. Opportunities, estimates, and orders are organized into clear columns, making it easy to monitor progress and take action. With drag-and-drop functionality, real-time filtering, and responsive design, users can quickly adapt to changing priorities. It’s built to enhance clarity, speed up decisions, and support better collaboration across roles.
Visual Sales Pipeline Management
Users can move records between stages with a simple drag, making updates quick and intuitive. This reduces manual effort and keeps the pipeline aligned with real-time progress.
Date-based filters instantly refresh the board, helping users focus on the most relevant transactions. It allows teams to narrow down data and prioritize what matters most.
Each record type shows total value and count at a glance, giving users a quick overview of performance. These cards offer visual cues that help track momentum and identify trends.
The layout adapts to all screen sizes and supports light/dark themes for a personalized experience. Whether on desktop or mobile, the interface remains clean, modern, and easy to navigate.
Dashboard Behavior and Access Notes
- Only users with appropriate access can view or update transaction records.
- The drag-and-drop feature updates record stages but does not trigger automated workflows.
- Dashboard data refreshes based on selected date filters; real-time syncing with external changes is not supported.
- Users cannot edit transaction details directly from the dashboard; updates must be made through standard NetSuite forms.
- The board does not support bulk actions or mass updates across multiple records.
By default, the dashboard displays transaction data from the past 30 days for quick pipeline insights.
Streamlined Sales Workflow Experience
- Consolidates opportunities, estimates, and sales orders into a single, scrollable view.
- Makes it easy to spot delays or high-value deals at a glance.
- Helps managers and reps stay aligned on pipeline status.
- Drag-and-drop functionality makes updating stages feel natural and fast.
- Works smoothly across devices with responsive layout and theme toggle.
- Minimal training needed thanks to its intuitive design.
- Reduces time spent navigating between NetSuite records.
- Filters help users focus only on transactions within a specific date range.
- Streamlines updates without disrupting existing workflows.
- Supports record transformation as deals progress through the pipeline.
- Easily integrates with custom fields or business-specific logic.
- Built to grow with evolving sales processes and team structures.
Frequently Asked Questions
It’s a visual tool that helps teams track sales opportunities, estimates, and orders in NetSuite. Records are organized into columns for easy monitoring and quick updates.
Users can move records between stages by simply dragging them across the board. This makes pipeline updates faster and more intuitive.
Yes, the dashboard includes a date range filter to help users focus on recent or relevant transactions. By default, it shows data from the past 30 days.
Absolutely. it’s designed to be responsive and works smoothly across desktops, tablets, and smartphones. The layout adjusts automatically for a clean viewing experience.
Yes, access is based on NetSuite roles and permissions. Only authorized users can view or update records through the dashboard.