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)
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