| Customer Growth |
Helps you understand sales by providing insights into Average Sales Price, Selling Price, Order frequency, Customer lifetime sales, and trending of sales over time by customer. |
NetSuite - Sales Order, NetSuite - Opportunity |
| Customer Invoice analysis |
Records the top 10 paying customers, overdue invoice trending, average days to receive payment, and many other important details at invoice level. |
NetSuite - Sales Order, NetSuite - Opportunity |
| Customer Payment Analysis |
Uncovers answers such as who are top 10 customers by payment, what is the unused payment amount, and what is the total payment amount. |
NetSuite - Customer Invoice, NetSuite - Item Fulfillment |
| Customer Returns Detailed Analysis |
Helps understand what is return percent relative to sales orders, what is the value of good returned and by what customers, subsidiary, and items. |
NetSuite - Customer Invoice, NetSuite - Sales Order |
| Customer Sales Detailed Analysis |
Displays the top 10 customers by sales amount and quantity. |
NetSuite - Sales Order |
| Deferred Revenue Waterfall |
Provides insights into Revenue Recognition movement of the sales records |
NetSuite Order to Cash - Revenue Recognition, NetSuite Order to Cash - Revenue Arrangement |
| Forecast Accuracy Detailed Analysis |
Helps us compare Forecast vs actuals by subsidiary and other details. |
NetSuite - Item Fulfillment |
| Fulfillment Details |
Help to understand at each line item level how is the fulfillment going such as how many items are fulfilled and when. |
NetSuite - Sales Order |
| Gross Margin |
Displays Net sales order amount, average order value, and open sales order. |
NetSuite - Sales Order, NetSuite - Return Authorization |
| Invoice Detailed Analysis |
Displays total invoice values by Subsidiary, Company name, and compare it to Open Sales orders. |
NetSuite - Opportunity |
| Invoice Details |
Records detailed view on each invoice by covering important attributes, associated dates and customer details. |
NetSuite - Customer Invoice |
| Item Fulfillment Detailed Analysis |
Provided insights into fulfillments by location, subsidiary and Company. |
NetSuite - Customer Invoice, NetSuite - Customer Payment |
| Item Sales Detailed Analysis |
Shows Sales vs Estimated gross profit as well as top 10 items sold. |
NA |
| Net Sales Order Detailed Analysis |
Displays Net sales order amount, average order value, and open sales order. |
NA |
| Opportunity Win/Loss Detailed Analysis |
Helps you understand at the line level - total closed, lost, and won opportunities. |
NA |
| Order Management |
Covers how a business is doing in an area of sales order by showing trending on average order amount, sales orders count, as well as a detailed list of attributes for each sales order. |
NA |
| Order Management Overview |
Provides visibility into top-level business metric visualization associated with Order to Cash, Fulfillment workflow. |
NA |
| Overdue Invoice Analysis |
This helps to understand which invoices are getting paid in time vs which are not and with how much delay. |
NA |
| Overdue Invoice Detailed Analysis |
Shows top 20 customers by overdue invoices as well as overdue invoices by subsidiary location and overdue days. |
NA |
| Payment Detailed Analysis |
Compares total number of open invoices with customer payment lines as well as distribution of payments received by method. |
NA |
| Payment Details |
This helps to understand for each invoice how much customer payment is received and when. |
NA |
| Pipeline Detailed Analysis |
Shows opportunities by status by sales representatives in addition to showing trending of same with time. |
NA |
| Return Details |
This helps to understand for each return authorization, what is the status, how many units of items are involved, and associated amounts. |
NA |
| Sales by Customer |
Provides insights into Sales by Customers. Prerequisite to use the DV is NSAA being activated. |
NA |
| Sales by Item |
Provides insights into Sales by the Items sold. Prerequisite to use the DV is NSAA being activated. |
NA |
| Sales by Representative |
Provides insights into Sales by the Sales Reps. Prerequisite to use the DV is NSAA being activated. |
NA |
| Sales Order Analysis |
This helps to understand for each return authorization, what is the status, how many units of items are involved, and associated amounts. |
NA |
| Sales Order Detailed Analysis |
This analysis helps you understand the volume of total open sales order volume and amount, as well as detailed information about each open sales order |
NetSuite - Sales Order |
| Sales Order Details |
Provides a consolidated view of all sales orders irrespective of status/stage and corresponding amount. |
NetSuite - Sales Order |
| Sales Overview |
Provides visibility into top-level business metric visualization associated with Lead to order workflow. |
NA |
| Shipment Detailed Analysis |
Provides insights into fulfillments by country, late vs on-time shipment, and other associated details. |
NA |