Advanced BI Dashboards

From Data in NetSuite to Decisions in the Boardroom

NetSuite holds your operational truth — orders, inventory, financials, customer data — but standard NetSuite reports rarely surface it in the form executives and managers need. Custom BI dashboards bridge that gap.

We build dashboards that pull from NetSuite's SuiteAnalytics and operational data, transforming it into the visualizations and KPIs your leadership team actually uses to run the business.

Key Capabilities

NetSuite Analytics & SuiteAnalytics Workbooks

Deep extraction of NetSuite data via SuiteQL and SuiteAnalytics:

• Custom Workbooks with multi-record joins that standard reports can't do
• Saved Search optimization for high-frequency dashboard queries
• RESTlet endpoints that expose NetSuite data to external BI tools
• Real-time data access vs. scheduled extract trade-offs for each use case

360-Degree Business Dashboards

Executive-level dashboards that aggregate across NetSuite modules:

• Revenue and pipeline combined view (NetSuite + CRM)
• Inventory health across all warehouses and item classes
• Operational metrics — order cycle time, fulfillment rate, backlog age
• Financial KPIs — DSO, DPO, cash flow forecast, margin by product line

Predictive & Trend Analytics

Moving beyond reporting on what happened to anticipating what will happen:

• Demand forecasting based on historical NetSuite transaction data
• Customer churn signals from order pattern analysis
• Inventory reorder point modeling from usage velocity
• Revenue trend analysis with seasonal adjustment

Custom KPI & Metric Design

We work with your team to define the metrics that matter — not just the metrics that are easy to pull. That includes:

• Identifying the right data sources and definitions
• Building calculated fields and derived metrics
• Creating leading indicators alongside lagging measures
• Establishing baseline and target values for each KPI

Dashboard Distribution & Scheduling

Dashboards aren't useful sitting in a browser tab no one remembers to open:

• Scheduled PDF delivery to leadership team inboxes
• Embedded dashboards in NetSuite portlets for operational users
• Mobile-accessible reports for executives who need data on the go
• Alert-based distribution when KPIs breach thresholds

Data Warehouse & Multi-Source Consolidation

For businesses with data spread across NetSuite, Salesforce, custom databases, and spreadsheets:

• Data warehouse design and implementation
• ETL pipeline development to consolidate sources
• Single source of truth for reporting across all platforms
• Historical data preservation during ERP migrations

Common Dashboard Projects

• Executive Revenue Dashboard — Pipeline, bookings, revenue recognition, and forecast in one view, updated daily
• Inventory Health Report — Stock levels, slow-moving items, reorder alerts, and carrying cost analysis by warehouse
• Operational Metrics Dashboard — Order-to-ship cycle time, fulfillment rate, backorder aging, carrier performance
• Financial Close Dashboard — AR aging, AP balance, bank reconciliation status, and close checklist progress
• Customer 360 View — Order history, open invoices, support tickets, and renewal dates in a single customer record view
• Field Sales Performance — Rep activity, pipeline coverage, quota attainment, and win/loss analysis

Business Outcomes

• Leadership makes decisions from current data, not last month's spreadsheet
• Operational issues surfaced early — before they become customer-facing problems
• Consistent KPI definitions across departments — everyone working from the same numbers
• Analyst time redirected from report compilation to actual analysis
• Board-ready reporting produced automatically, not assembled manually each quarter

Our BI Engagement Approach

1. Discovery — Understand what decisions need to be made and what data exists to support them
2. KPI Design — Define metrics, sources, and calculation methodology with your team
3. Data Access — Configure SuiteQL queries, RESTlets, or extract pipelines to deliver the data reliably
4. Dashboard Build — Design and develop the visualizations with your stakeholders providing feedback on each iteration
5. Deployment — Embed, schedule, and train your team on the final dashboards

Talk to us about your analytics and reporting needs