NetSuite Dashboards
Key Performance Indicators
Always have a heads up view of your businesses performance. Key Performance Indicators can be customized to show you what matters for your business. Indicators can range from financial metrics to sales performance as well as custom metrics that you create. Always have an eye on sales performance from new customers to the current pipeline and monitor new leads as they come in. Monitor Key financial metrics or monitor production.
Monitor current bank balances and cash trends over time.
Monitor open Receivables and compare to prior periods.
Monitor upcoming Payables for Cash Planning.
Monitor Assets Values and compare to prior periods.
Monitor Long Term Liabilities and compare to prior periods.
NetSuite includes many standard Financial Metrics and includes the ability to create your own.
Track current Revenue and compare that to prior periods.
Track Cost of Goods Sold as well as Gross Margins and compare to prior periods.
Track Expenses and their impact on Net Income and compare to prior periods.
Track current Net Income and compare to prior periods.
Monitor Inventory levels and compare to prior periods.
NetSuite provides the ability to track custom metrics that matter to your company. For example, quote closing ratios tailored for your situation.
Monitor Quality Cases and track improvement comparing to prior periods.
Track new Leads and compare to prior periods.
Track new Customer acquisitions and compare to prior periods.
Monitor the Sales Pipeline.
Custom Metrics can be created to monitor productivity based on your production situation.
NetSuite includes many standard metrics and also includes the ability to create your own custom metrics.
Trend Graphs
Trend graphs can be arranged and customized to show visual trends of data over time and provide year over year comparisons. Trend Graphs can be displayed as line charts, area charts, bar charts or column charts. Trend Graphs can be used to monitor metrics like bank balances, revenue by sales division, invoiced numbers or other custom metrics.
Monitor Bank Balances with year over year comparisons.
Track Average A/R Aging Days over time and compare prior periods.
Monitor Accounts Payable
Monitor new monthly Customers and compare to prior periods.
Track how operations are running.
Create your own custom Trend Graphs.
Reminders
Reminders in NetSuite can help you manage your day and provide notices when issues or tasks need to be addressed or completed. Use reminders to know how many leads to follow up on today or how many quality cases or projects need your assistance. Reminders in accounting track how many sales orders are ready to invoice or how many bills need to be paid. NetSuite provides many standard reminders and allows for custom reminders to be created based on your situation and needs.
NetSuite provides a reminder and link to the automated invoicing processing screen and alerts you daily how many sales orders have shipped and can now be invoiced.
NetSuite provides a reminder and link to the automated bill payment screen and tracks how many bills need to be paid in the upcoming payable period.
NetSuite provides a reminder of all Journal Entries that need your review.
Allow NetSuite CRM to help remind you of leads that need follow up today, this week or those scheduled for next week.
Schedule your phone calls and allow NetSuite’s calendar feature remind you of all the calls scheduled today.
NetSuite will track all RMAs incoming or that need credited.
NetSuite will help keep track of all items that need purchased.
NetSuite will help keep track of all those work orders that need to be built.
NetSuite will remind you of all the ECOs that need your review and approval.