Tips for Crafting Customized Dashboard Reporting in NetSuite

Computer with data graphs

The world has gone digital; and just about everything can be tracked. However, while most software comes with built-in ability to record data, it is important to carve out numbers bespoke to your needs. This is because your data tells a story about the financial well-being of your business. Fortunately, NetSuite leads the charge in this area. It empowers you with real-time numbers to seize opportunities with precision.

NetSuite’s custom dashboard gives you a comprehensive view of your finances as it allows you to combine different reports. Want to know more about customized reporting and how to navigate it? Learn from our NetSuite-certified CPAs.

Importance of customized reporting

Generic reporting falls short of meeting the nuanced needs of modern business. Without customization, you can’t meet the unique needs of departments and individuals within your organization. This can impact productivity and performance. Additionally, not knowing your numbers can make it challenging to identify emerging trends or spot hidden risks.

With NetSuite, you can maximize efficiency in the following ways:

  • Get quick access to key financial metrics. With customized reports, you can select only the relevant data for stakeholders to grasp relevant insights at a glance.
  • Make informed decisions, fast. With access to real-time data, you can stay responsive despite the rapid pace of modern business.
  • Change your strategy as required. The best part about having company-wide access to real-time data, is that you can change direction with confidence. Live data allows you to consult relevant players and alter your strategy in economically challenging times.

NetSuite customized dashboards: getting started

NetSuite dashboards give you a visual display of key performance indicators that matter most. Monitor progress, spot trends, and track targets to ensure optimal performance.

Dashboards can also help teams effectively manage tasks and collaborate. However, to implement effective customization, you must understand the specific needs of each department. To do this, you can identify some of the key metrics to track as you strive to make more informed decisions for each unit.

Key considerations when crafting custom dashboards

With NetSuite dashboards, you can visualize and analyze your data in one place. Get a real-time view of your data in the form of charts, graphs, or reports.

Use the following tips to create bespoke dashboards:

1. Consider relevant data

  • Create a dashboard that showcases the data relevant to your business needs. For example: if you’re looking to track how well a new product performs, you would benefit from tracking its turnaround and profits.
  • Include only essential information to avoid cluttering the dashboard.

2. Implement a user-friendly layout

  • Organize data in a logical and manner. For example: if it’s profits you’re tracking, you would need to have a clear view of all income and expenses, with a board showcasing its effect on net profit.
  • Use clear headings and labels to guide users through the dashboard. It is important to optimize the layout for easy navigation and accessibility on different devices.

3. Use visual enhancements to your advantage

  • Data can be displayed as charts or graphs to ensure the most digestible format for your teams.
  • Choose appropriate chart types based on the nature of the data.
  • Use color-coding and formatting to highlight key insights and trends effectively.

4. Integrate external data sources

NetSuite allows users to integrate data from third-party sources into their dashboards. Doing this would provide a holistic view of business operations as information is consolidated into a single dashboard.

5. Incorporate predictive analytics 

NetSuite offers built-in capabilities for incorporating forecasting tools like Power BI into dashboards. This will empower you to anticipate future trends and outcomes.

6. Ensure regular dashboard maintenance

Just as businesses evolve, so too should their dashboards. Regularly reviewing the relevance of your dashboard relevance will help you stay aligned with evolving objectives and challenges.

How a NetSuite-Certified CPA can help

Having only the most relevant data on each of your custom dashboards will ensure continuous data relevance. It will also help you stay abreast of your handle on blind spots.

Regularly reviewing the effectivity of the data displayed on your dashboard not only increases the tool’s effectivity, but ensures productivity.  The problem that our CPAs have seen is that many businesses can’t decide which data to exclude. Or, they don’t update their dashboards to include crucial metrics as the business landscape evolves. This is where the help of a CPA becomes invaluable. Fusion CPAs ensure that the dashboard is set up is executed flawlessly. This is invaluable in mitigating the risk of pulling incorrect data into your dashboard, and as a result, protects the accuracy of your analyses.

Additionally, you also need to determine which data and KPIs align with your business objectives. Our CPAs can help you define this as we implement appropriate access controls to ensure that sensitive data is safeguarded. We believe strongly that each player only needs access to the information relevant to their role.

Contact us to help you set up a customized dashboard to enhance financial efficiency and productivity.

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