Saved Searches
Saved Searches are one of the core components of SuiteAnalytics. These allow users to create and save custom queries based on specific criteria. Saved searches can be used to generate detailed reports and insights across various modules like sales, inventory, financials, and more.
- Customizable Criteria: Users can define specific filters and criteria for the search, ensuring that the results are relevant and tailored to their needs.
- Real-Time Results: Saved searches provide real-time data, enabling users to access the most current information when needed.
- Reporting Flexibility: Saved searches can be used as the foundation for reports, dashboards, or even automated workflows.
Reports and Dashboards
Reports and Dashboards in SuiteAnalytics give users a visual and interactive way to analyze data. NetSuite offers both out-of-the-box reports and customizable templates, so businesses can tailor reports to meet specific needs.
- Custom Reports: Users can create custom reports from saved searches and add filters, grouping, and charting options.
- Interactive Dashboards: Dashboards provide an overview of key business metrics and are interactive, allowing users to drill down into specific data points.
- KPIs (Key Performance Indicators): Dashboards often include KPIs that reflect real-time performance and health of the business, such as sales growth, inventory turnover, and accounts receivable aging.
Advanced Analytics with SuiteAnalytics Workbook
SuiteAnalytics Workbook is a more advanced tool within the SuiteAnalytics suite. It allows users to perform complex data analysis with the help of an intuitive interface. Unlike standard reports or saved searches, workbooks enable users to create detailed, multi-dimensional reports.
- Drag-and-Drop Interface: Workbooks feature a drag-and-drop interface, making it easier for users to generate sophisticated reports without requiring deep technical knowledge.
- Multiple Data Sources: Workbooks allow users to pull data from multiple sources within NetSuite and combine them in one report.
- Data Visualization: Workbooks come with built-in visualizations (charts, graphs, and pivot tables) that make data easier to interpret.
Analytics for Financials
Financial reporting is a critical area for any business, and SuiteAnalytics provides powerful tools to help finance teams generate accurate financial reports quickly.
- Balance Sheets, Income Statements, and Cash Flow Reports: NetSuite offers a variety of standard financial reports, such as balance sheets and income statements, which can be customized further with saved searches or workbooks.
- Multi-Book Accounting: SuiteAnalytics supports multi-book accounting, allowing companies with global operations to report financials in different currencies, tax structures, and accounting standards.
- Trend Analysis: Users can easily identify financial trends over time, track revenue growth, and analyze expenses.
Embedded Analytics
SuiteAnalytics is deeply integrated with NetSuite, meaning that analytics capabilities are embedded directly within the system. This integration allows users to access reports, dashboards, and other analytics features from within the same interface they use for day-to-day operations.
- Seamless Workflow: With embedded analytics, users can instantly view critical data and insights without having to leave their current workflow. For example, sales managers can quickly see their team’s performance and drill down into individual transactions.
- Contextual Insights: Analytics are contextual, meaning that the system can offer insights based on the user’s role and business function. For example, a financial analyst might see financial KPIs, while a sales manager may focus on sales performance metrics.
Role-Based Dashboards
SuiteAnalytics allows for role-based dashboards, ensuring that users see the information relevant to their position within the company. For example, a CEO might have a high-level overview of company-wide metrics, while a sales rep might only see data related to their individual performance and accounts.
- Customizable Views: Dashboards are customizable, so users can choose which metrics to display based on their job function.
- User-Specific Data: Role-based dashboards ensure that users only see the data they need, helping reduce information overload and keeping the interface clean and focused.