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NetSuite CRM Software Overview
Real-time Dashboards
Executive Dashboard Report Snapshots and Graphs
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Query and reporting tools are becoming essential to achieving a more comprehensive view of your company, customers, and competition. These days, executives need to analyze and react to changing market conditions faster than ever. But while these executives have access to a vast amount of business data, sifting through the information to make the right decisions remains a daunting challenge.
That's why NetSuite's CRM Software Application enables executives to view data in at-a-glance form. Using report snapshots and graphs, they can identify key metrics, such as gross sales, top-selling products, top performing reps and teams, high-revenue customers and more. They can also graph this data on their Executive Dashboard, tracking metrics over time and comparing them to previous periods. |
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- Access to real-time reports and snapshots on dashboards lets you make smarter, better-informed business decisions.
- Snapshots motivate employees, especially sales representatives, by giving them visual forecasts and accurate pipeline data.
- You can customize reports as needed, modifying each report according to your unique business model, or vertical industry.
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- Users can access either graphical elements, such as graphs and charts, or ranking lists. For more detailed information, users can drill down into the data.
- With over 50 pre-packaged reports and snapshots available, users can access diverse data such as top-selling sales representatives, number of customers in the pipeline, open opportunities, or the number of leads attributed to a single lead source.
- Drag-and-drop capabilities mean that users can organize data the way they want.
- Role-based views let users configure and see exactly the data they specifically need to do their job—nothing less and nothing more.
- The sales management portlet lets managers view the sales hierarchy, forecast sales by teams, or compare actual sales to quotas. You can break down and roll up at the individual rep and team levels.
- Any report snapshot can be customized. You can customize the underlying report—changing fields and filters, for example—and then, publish the customized reports as an Executive Dashboard snapshot.
- Users can share reports with groups of users, roles, departments and even specific individuals. Only the individuals or groups you select will have permission to view your customized report.
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