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Dashboards

Dashboards

Powerful custom dashboards for your most important data

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Custom Reports

Custom Reports

Create custom reports to understand your sales, operations, marketing, and more

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Financial Reports

Financial Reports

Tailor NetSuite's financial reports to meet your accounting and finance needs

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Saved Searches

Saved Searches

Robust saved searches including filters, criteria, and complex formulas

NetSuite Business Intelligence

Learn how to leverage your data

Like many SMB businesses, you spend a lot of time entering data into NetSuite, but how much time do you spend getting something out of it? SMB Ally can show you how to analyze and get the most out of your NetSuite data.

Operations / Process Review


How well do your operational processes match NetSuite functionality? Often times, pulling simple reports from NetSuite can help analyze how well your company is utilizing the system.

Sales Trends


All companies look at their basic sales numbers. But how many SMB companies spend time analyzing those numbers? What are your sales figures trying to tell you? By leveraging the built-in business intelligence and reporting features of NetSuite, you can increase sales, improve profitability, and even cut costs.

Inventory Management


Learn how effective inventory reporting can manage how much is tied up in inventory, improve the turn rate, and ensure that your inventory remains an asset to your business – not an anchor.

Marketing


How effective are your marketing campaigns? Measuring the ROI from different marketing efforts can be challenging, and it sometimes requires custom solutions. Nevertheless, understanding where you are spending your marketing dollars and the ROI that comes from those dollars can have a huge impact on the company’s bottom line.

And More…