View Interactive Dashboard
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Real-time
Dashboards: Provide you business intelligence from
all areas of your company–from accounting and sales, to
fulfillment and support. Customizable for each employee in your
company, the Dashboard offers instant snapshots of key performance
indicators, such as new sales orders, commissions, support cases,
accounts receivable, or items to ship. With NetSuite you spend
your time analyzing and acting on your key data, not gathering
it. As a result, you accelerate and improve your business decisions.
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| REAL-TIME DASHBOARD
FEATURES: |
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Key Business
Indicators: Set up only the business indicators
that are critical to your job. You can view such items
as orders to fulfill, leads to call, or even bank balances.
You can also compare reports from different periods
and chart the results graphically.
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Report Snapshots
& Graphs: Identify reports or metrics
that can sharpen your competitive edge, such as sales,
top products selling, high revenue customers and more.
You can graph this data in charts on your Dashboard, tracking
metrics over time and comparing them to previous periods.
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Saved
Searches: Get the information you need by
creating custom searches based on fields in your records.
Saved searches allow you to view such information as which
customers have made purchases over a certain amount, the
number of support cases logged by those customers, or
which customers have overdue invoices.
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Calendar,
Tasks and Reminders: Use the Dashboard to
manage your schedule, view tasks, and set reminders. For
example, employees can set reminders to process the payroll,
approve orders, or call customers.
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Customization
and Drag-and-Drop Capabilities: Not only
can you determine the kinds of reports you view on your
Dashboard, but you can also customize the colors, calendars,
tasks, indicators and reminders. You can also easily arrange
this information with our drag-and-drop capabilities.
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Account
Management: Armed with complete views of
the customer—including a history of sales, support,
billing and shipping—you can forge better, more
long-lasting relationships.
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- Recent Record Portlet
- Shortcuts Portlet
- Opportunities Won
- Opportunities Lost
- Opportunity by Date Range
- Open Estimates by Date Range
- New Leads
- New Support Cases
- Estimated & Authorized Commission
- New Business
- Receivables/Payables
- Pipeline (Total)
- Pipeline (Weighted)
- Quota
- Forecast by Customer
- Pipeline by Customer
- Pipeline by Sales Representative
- Income
- Expenses
- Profit
- Employees
- Quota Reps
- Payroll
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