Book Image

NetSuite ERP for Administrators

By : Anthony Bickof
Book Image

NetSuite ERP for Administrators

By: Anthony Bickof

Overview of this book

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Dedication
Contributors
Packt Upsell
Preface
Index

Chapter 8. Analytics – Searches, Reports, and the Dashboard

How do we provide our users with the real-time, actionable business intelligence that they need to run their business? NetSuite has three features to accomplish this: searches, reports, and dashboards.

As a rule of thumb, I believe I can gauge a company's use of NetSuite by looking at three screens: the CEO's dashboard, the CFO's dashboard, and the dashboard of a random user. If the dashboard is set up, my assumption is that the system is being used properly. Failure to setup these dashboards is a reflection on the use of NetSuite; I suspect the company won't be renewing their NetSuite contract when they need to.

That's how crucial the dashboard is. A strong dashboard enables the user to operate tactically and strategically. Tactically, it displays the day's priorities and highlights any issues that need to be immediately addressed. The dashboard also shows longer-term goals and trends that the user needs to be keeping track of.

On...