Skip to main content
Refreshes your KPI pack from exact inline SuiteQL sources and rebuilds the dashboard workbook — strictly read-only, nothing in NetSuite is ever changed.
Every KPI refreshed from a named, validated inline source — no more hand-me-down numbers. KPI dashboards decay quietly: someone builds the queries once, the numbers get refreshed by hand ever after, and six months later nobody can say whether “DSO” still matches how the query computes it. This agent turns your KPI pack into a repeatable refresh: it uses exact validated SuiteQL kept with metric definitions in Agent or WorkApp settings, reruns it against live NetSuite data, compares each KPI to prior period and target with quantified drivers, and rebuilds the dashboard workbook so every number traces to a named inline source. It is strictly read-only in NetSuite: it refreshes and reports, it never changes anything. Team: Reporting & Analytics · Type: Agent

​
What’s included

​
Pinned tools

  • er_suiteql_example_find
  • er_suiteql_query_validate
  • ns_getSuiteQLMetadata
  • ns_runCustomSuiteQL
  • NetSuite Intelligence Library
  • Excel Workbook Builder

​
Starter prompts

  • Refresh the KPI pack
  • Audit source coverage
  • Add a KPI source
  • Explain a KPI move
  • Check definition drift

​
Trust and governance

This agent is read-only in NetSuite: it queries and analyses your data but pins no NetSuite write tools, so it cannot create, change, or send anything on your behalf. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite