Real-time Dashboards
Key Performance Indicators
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The services companies business is constantly changing. But if your executives are making decisions based on outdated project, sales, marketing or finance data, then they can't adequately respond to market opportunities or pressures. Moreover, without fast, automated access to key performance indicators (KPIs), your employees often have to run multiple reports, or do manual, paper-based work to generate the same information. That's why having accurate, real-time KPIs can mean the difference between surviving and thriving in your industry.
With its Real-time Dashboard, NetSuite's services companies industry solution enables you to set up the KPIs that are critical to your business and your job. Armed with these metrics, you and your employees can answer such vital questions as: which projects are on track (and which aren't), who are my most profitable clients and what services have they purchased? What are the current sales opportunities in the pipeline? Which marketing campaigns generated revenue and why? What are the most common support issues raised by clients? And how does last quarter compare to this quarter?
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- Eliminate the information gaps that exist between departments or systems, and gain real-time visibility into your key business drivers.
- Use KPIs to identify successes as well as problems, and proactively manage your projects and your business for greater success.
- Access to timely information enables you to react to market trends with greater speed, leading to sharper competitive edge.
- Spend more time acting on intelligent data—and less time gathering it—freeing up your employees and resources for more important, revenue-generating tasks.
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- Encapsulate all key metrics on your Real-Time Dashboard, thereby running your business with greater efficiency and clarity.
- Compare current metrics to earlier numbers in order to pinpoint successes as well as problems more easily.
- Drill down into detailed summary information, such as leads, forecast reports, inventory levels, support cases, or sales representatives' individual records.
- Leverage over 30 pre-packaged KPIs, including forecast, pipeline, opportunities, new leads, orders, prospects, cases, marketing campaigns and more.
- customise your KPIs and add them to your Real-Time Dashboard. For instance, you can assess the number of customers that purchased a particular item in a given week.
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