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Reports and Snapshots

Real Time Dashboard

Query and reporting tools are becoming essential to achieving a more comprehensive view of your company, customers, and competition. These days, executives need to analyze and react to changing market conditions faster than ever. But while these executives have access to a vast amount of business data, sifting through it to make the right decisions remains a daunting challenge.

NetSuite enables executives to view data in an at-a-glance form. Using report snapshots and graphs, they can identify key metrics, such as gross sales, top-selling products, top performing reps and teams, high-revenue customers and more. They can also graph this data on their Executive Dashboard, tracking metrics over time and comparing them to previous periods.

Benefits:
  • Access to real-time reports and snapshots on the Dashboard lets you make better-informed business decisions.
  • Snapshots motivate employees, especially sales representatives, by giving them visual forecasts and accurate pipeline data.
  • Customize reports as needed, modifying each report according to your unique business model or vertical industry.


Features:
  • Users can access either graphical elements, such as graphs and charts, or ranking lists. For more detailed information, users can drill down into the data.
  • With over 50 pre-packaged reports and snapshots available, users can access a diverse array of data.
  • Drag-and-drop capabilities mean that users can organize data the way they want.
  • Role-based views let users see exactly the data they need to do their job—nothing less, nothing more.
  • Any report snapshot can be customized. You can customize the underlying report—changing fields and filters, for example—and then, publish the customized reports as an Executive Dashboard snapshot.
  • Users can share reports with different groups of users, roles, departments and even specific individuals. But only the individuals or groups you select will have permission to view your customized report.
 
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