NetSuite Dashboards: Tips and Tricks for more Efficiency

Who Should Take this Course:

• All the NetSuite users, except the employee center.

The content:

• Discover the NetSuite's real-time dashboards which provide you business intelligence from a single system of record across all areas of your company;
• Learn to customize NetSuite dashboards to drive maximum productivity and actionable insight into your business;
• Create additional tabs and sub menus;
• Learn best practices for defining dashboard requirements as well as creating, and publishing role-specific reports, saved searches, and Key Performance Indicators (KPIs) that drive actionable analysis.

Courses objectives:

• Maximize NetSuite analytics functions to assemble dashboards for increased user productivity;
• Modify standard reports to match your requirements;
• Build custom reports so you can share NetSuite data with external stakeholders;
• Create custom searches to help users find the data they need quickly and easily;
• Define user views and access, highlight search results and provide filtering so users only see the data they need;
• Use alerts and editable lists to reinforce business processes and workflows for timely and proper completion of tasks;
• Setup KPIs, trend graphs, meters and scorecards to help managers "slice and dice" data to identify trends, opportunities, or problem areas.

Where:

- At our office (Montreal, Quebec)
- At your office
- Web conference

Duration: Usually one day. The exact duration of training is determined by the level of the class and your particular needs.

Price: $150 per hour