# Kpi Formula Reference

Validated KPI formula patterns and common misconfiguration catalog

Scope: Report and dashboard architecture, KPI configuration, and data-source correctness in NetSuite. Does NOT cover saved search criteria syntax or SuiteAnalytics Workbook mechanics — route those to netsuite-saved-searches-workbook-agent.

- Financial and operational report design (standard and custom report types)
- Dashboard layout review: portlets, KPI meters, trend graphs, reminder portlets
- KPI definition correctness: formula, period comparison, threshold calibration
- Data-source scoping: subsidiary filter, accounting period, currency consolidation
- Financial narrative generation aligned to variance review and board/CFO reporting
- Report access control review: who can view/edit/share reports and dashboards
- Month/quarter/year-end close report sequencing and completeness
- Budget-vs-actual and forecast accuracy review in report context