Real-time Dashboards
Report Snapshots and Graphs
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Query and reporting tools are becoming essential to achieving a more comprehensive view of your company, customers, and competition. These days, services companies executives need to analyze and react to changing market conditions faster than ever. But while executives have access to a vast amount of business data, sifting through the information to make the right decisions remains a daunting challenge.
That's why NetSuite services companies industry solution enables executives to view data at a glance. Using report snapshots and graphs, they can identify key metrics, project status, billing, such as gross sales, top-selling products, top performing sales representatives and teams, highest-revenue clients and more. They can also graph this data on their Executive Dashboard, tracking metrics over time and comparing them to previous periods.
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- Data summarization tools give you more flexibility than ever before, allowing you to distill data within your Dashboard, but without running the same, repetitive search every time.
- With timely information at your fingertips, you can run your business better, making sure that your employees are targeting important industries and leads, as well as maximizing resources.
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- Users can access either visual elements, such as graphs or 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 open opportunities, a real-time financial picture, or the number of leads attributed to a single source.
- Drag-and-drop capabilities mean that users can organize data the way they want.
- Role-based views let users configure and see exactly the data they need to do their job—nothing less and nothing more.
- Users can customize the underlying report—changing fields and filters, for example—and then, publish it as an Executive Dashboard snapshot.
- Users can share reports with groups of users, departments and even specific individuals. Only the individuals or groups they select will have permission to view the customized report.
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