Our Blog

1+

NetSutie Essentials for CXO : NetSuite Dashboard

inoday 738 Views 0

NetSuite provides robust dashboards, reporting and analytical tools that provide a real-time view into your services organization.NetSuite’s dashboards and reporting solutions enable you to monitor, report and analyze overall project performance in real time.
Start here to see how inoday configures NetSuite to provide a complete view of your business by role.

Here we are providing some example of best suited dashboard for specific role.

Role – Purchase Manager

Reminder –

  • PO pending for Approval

  • Pending for Item Receipt

  • PO pending for Booking

  • Bill for Approval

KPI –

  • Standard and Custom KPI (As per business Requirement)

Save Search –

  • Custom 1 (User specific, Role specific, Business Specific)

  • Custom 2 (User specific, Role specific, Business Specific)

  • Custom 3 (User specific, Role specific, Business Specific)

Role – Warehouse Manager

Reminder –

  • PO pending for Receipt

  • SO pending for Fulfilment

  • TO pending for Fulfilment

  • Back Order Item

  • Purchase return item

Save Search –

  • Custom 1 (User specific, Role specific, Business Specific)

  • Custom 2 (User specific, Role specific, Business Specific)

  • Custom 3 (User specific, Role specific, Business Specific)

ROLE – CFO

KPI –

  • Bank Balance

  • Differed Revenue

  • Equity

  • Expense

  • Fixed Assets

  • Income

  • Long Term Liability

  • Operating Cash Flow

  • Operational Expense

  • Other Current Assets

  • Other Current Liability

  • Payable

  • Profit

  • Receivable

  • Revenue sales

Functional Ratio –

  • Current Ratio (Current assets/Current Liability)

  • Receivable Turnover

  • Days Sales Outstanding

  • Inventory Turnover

  • Days inventory On Hand

  • Assets Turnover

  • Profit Margin on sales

  • ROA (Return on assets)

  • ROE (Return on Equity)

  • Debt on Total Assets

  • Debt on Equity

Ratio Analysis is a form of Financial Statement Analysis that is used to obtain a quick indication of a firm’s financial performance in several key areas. The ratios are categorized as Short-term Solvency Ratios, Debt Management Ratios, Asset Management Ratios, Profitability Ratios, and Market Value Ratios.

Save Search –

  • Custom 1 (User specific, Role specific, Business Specific)

  • Custom 2 (User specific, Role specific, Business Specific)

  • Custom 3 (User specific, Role specific, Business Specific)

#netsuite #dashboard    #netsuite #development

Contact Sales