Sales Analysis:
Saved Searches with Drill-Down
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To stay ahead of the game, wholesale distributors need the right sales data at their fingertips. Only then can they make the most of each opportunity, create new revenue streams, and satisfy customers over the long term.
With NetSuite software for wholesale distributors, you get the information you need by creating custom searches based on fields in your records. Saved searches allow you to view such information as your top-selling products, most valuable customers, or customers who have overdue invoices.
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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 company resources.
- User-defined searches let you see exactly the data you need, when and how you need it.
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- Search for records using compound searches. For example, you may search for "sales orders over the last month, for customers exclusively in California."
- Users can see all their saved searches, regardless of the role-based view they've chose on the Real-time Dashboard.
- Summarize data in custom reports with new count, sum, average, minimum and maximum parameters, simplifying the task of data analysis. For example, you can analyze leads by industry, or see how many new leads have come in for a given industry.
- Use eXtreme list editing to update opportunities, invoice customers, ship items, without having to delve into the underlying records.
- Drill down into saved searches for additional detail.
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