Employee Management & Productivity Tools
An array of features and functionality that provide employee management & productivity tools to help make life easier and to improve efficiencies.
Real-time Dashboard
Provide you business intelligence from all areas of your company-from accounting and sales, to fulfillment and support. Customizable for each employee in your company, the Dashboard offers instant snapshots of key performance indicators, such as new sales orders, commissions, support cases, accounts receivable, or items to ship. With NetSuite you spend your time analyzing and acting on your key data, not gathering it. As a result, you accelerate and improve your business decisions.
Key Business Indicators
Set up only the business indicators that are critical to your job. You can view such items as orders to fulfill, leads to call, or even bank balances. You can also compare reports from different periods and chart the results graphically.
Calendar, Tasks and Reminders
Use the Dashboard to manage your schedule, view tasks, and set reminders. For example, employees can set reminders to process the payroll, approve orders, or call customers.
Customization and Drag-and-Drop Capabilities
Not only can you determine the kinds of reports you view on your Dashboard, but you can also customize the colors, calendars, tasks, indicators and reminders. You can also easily arrange this information with our drag-and-drop capabilities.
Report Snapshots & Graphs
Identify reports or metrics that can sharpen your competitive edge, such as sales, top products selling, high revenue customers and more. You can graph this data in charts on your Dashboard, tracking metrics over time and comparing them to previous periods.
Saved Searches
Get the information you need by creating custom searches based on fields in your records. Saved searches allow you to view such information as which customers have made purchases over a certain amount, the number of support cases logged by those customers, or which customers have overdue invoices.
Saved Searches Reporting
NetSuite's powerful ad hoc query technology, called Advanced Search, allows for analytic queries on the fly. Advanced Search provides an easy interface to analyze customer profiles, purchase histories and service logs. Plus, users can configure group, count, sum, average, minimum and maximum values of a result with just a few clicks. Users can also publish any ad hoc report on the Real-time Dashboard for viewing by the entire company.
Report Customization
You can customize reports by both content and layout. You also have the option to add columns, filter the data and sort the resulting information. For example, you can add another column for a running total, or insert grand totals and subtotals as you need them. In layout, you can change column headings, report titles and the order of columns. You can also display the data in graphical form, such as bar graphs or pie charts.
Customer Segmentation
Advanced Search also includes features for data mining and customer segmentation. The Advanced Expression Builder allows you to create cross analysis of customer purchase history, service patterns and current pipeline activity using "and/or" searches and exclusions through "not" phrases. For example, you can view all customers who purchased a given combination of products except one.
Target Group Creations
Target Group Creation enables users to leverage customer purchase, case, opportunity and transaction histories to create target groups, which can then be used to run upsell and cross-sell campaigns. As a result, you can identify customers who have purchased a certain product, or have spent a certain amount of money in a specific time period, and target them with special offers.
Account Management
Armed with complete views of the customer - including a history of sales, support, billing and shipping - you can forge better, more long-lasting relationships.
Employee Center
NetSuite's Employee Center provides a portal-like facility that allows employees to enter expense reports, billing items to jobs or customers - all remotely. In addition they can view and print paycheck information and maintain their phone, address and emergency contacts, freeing up your Human Resources department from hours of data entry. Also, companies can use the Employee Center to publish corporate news or messages to specific departments or individuals.
Time & Billing
Streamlined time tracking and billing results in improved cash management and a better bottom line. With NetSuite, organizations can now track and process job and customer-related expenses with just one click. Remote employees can also process billable items for quicker cash collection - anytime and anywhere.
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