LEARNING LAB

Welcome to the Learning Lab – a day of learning and engagement brought to you by the NetSuite Customer Success team. In our opening session, we’ll review the day’s agenda to ensure you get the most out of the event. We’ll also share how the Advanced Customer Support (ACS) and Learning Cloud Support (LCS) teams can help you and your organization be more efficient, more productive, and more profitable.

With new releases and product announcements, it can be hard to keep up! In our closing session, we’ll share our favorite product enhancements available now, plus a sneak peek of what’s coming up in NetSuite 23.1 – with a few tips and tricks along the way to help you go Full Suite Ahead this year.

How does your company measure success? Is it based on sales numbers or customer numbers? Do you care about month-over-month? Or do you use year-over-year numbers? Every company views things differently, and needs a system that can accommodate their needs. This hands-on training workshop will show you how to use NetSuite functionality to define and create unique metrics and KPIs aligned with the objectives of your business and create an easy-to-use dashboard to guide employee’s actions. We’ll also show you multiple data sources that can be brought into the NetSuite Analytics Warehouse to gain added insights into the operations of your business.

Month-end close is a necessary task; every company wants an accurate financial picture and error-free information. But as your company grows, so can the volume of information to review each month. This hands-on training workshop will give you practical tips on using NetSuite functionality to optimize your month-end closing process. Plus, see how NetSuite Revenue Management can help your close process even more by automating revenue scheduling, allocation, and reporting, ensuring revenue is recognized accurately.

If you work in finance, you understand the typical format of a Balance Sheet and an Income Statement. But do you struggle with creating financial reports outside of these statements? Join Instructor Lori Tritz to learn tricks on how you can use the Financial Statement Layout in NetSuite to meet your reporting needs. Let’s start thinking outside the box when it comes to your accounting reports.

This quick training session will teach you how to get fabulous search results using formula fields. Join instructor Lori Tritz to learn tips and tricks to using the formula fields in Saved Searches to create filters for numeric fields, transform a list filter into a free text filter, and whittle down results to those that REALLY matter.