Visualization Prompts

The Visualization prompt samples include common tasks and workflows such as:

Dashboard-like HTML
Executive charts and visual summaries
Scenario planning visuals

Prompt Name	Suggested Roles	Prompt Sample
Sales Scenario Planning Visual	Chief Executive Officer Chief Financial Officer Controller	`Our company needs to increase revenue by [x}% year-over-year. We're looking at options to: - expand our customer base through outreach and targeted marketing campaigns - increase spend among existing customers through upsells of new products and services - increase the price of existing sales offerings Review these scenarios and provide a best/worst case analysis with the impact to our overall financial positioning and key sales metrics. Present this as a summarized visual with a GTM roadmap`
Revenue Analysis Dashboard	Chief Executive Officer Chief Financial Officer Controller	Use my NetSuite data to create a comprehensive interactive revenue analysis dashboard. The dashboard should include: Format Requirements: -Multi-tab HTML dashboard with professional NetSuite Redwood styling -Interactive tabs for different analysis perspectives -Responsive design with cards, tables, and visual elements -Include all transaction links to NetSuite records Analysis Tabs Required: Executive Overview - Top-line metrics, growth trends, key business insights Customer Analysis - Revenue by customer, concentration risk, customer trends Product Analysis - Revenue by product line, performance metrics, portfolio insights Pricing Analysis - Price variance analysis, pricing strategy recommendations Anomalies & Trends - Monthly patterns, unusual transactions, growth analysis Transaction Details - Complete transaction register with NetSuite links Key Analytics to Include: - YTD revenue totals and growth rates - Customer concentration analysis with risk assessment - Product performance and pricing insights - Monthly trend analysis and seasonality patterns * Anomaly detection for unusual transactions - Business recommendations based on data patterns Technical Requirements: - Include clickable transaction links to NetSuite records - Responsive design for mobile and desktop - Professional business intelligence styling - Interactive elements with smooth transitions Data Context: - Focus on North America subsidiary revenue transactions. - Include all major customers and product lines. - Highlight significant growth periods and anomalies. - Provide actionable business insights and recommendations. Generate a complete, production-ready dashboard that provides executive-level revenue insights with detailed drill-down capabilities
Fixed Asset Forecast Dashboard	Chief Executive Officer Chief Financial Officer Controller	Create a [5]-year depreciation expense forecast dashboard for fixed assets across all subsidiaries: 1. Query NetSuite Balance Sheet (report ID -202) as of today 2. Parse the Balance Sheet JSON to identify the 'Fixed Assets' section programmatically by finding the parent row labeled 'Fixed Assets' 3. Extract all child accounts under the Fixed Assets section from the report structure: - For each account, capture: account number, account name, and balance - Automatically identify asset accounts (positive gross values) vs accumulated depreciation accounts (negative values with 'Acc' or 'Accumulated' in name) - Pair asset accounts with their corresponding depreciation accounts - Calculate net book value for each asset category 4. Use ns_getRecordTypeMetadata to examine FAM Asset structure, then query actual asset records to determine: - Configured useful life for each asset type (custrecord_assetlifetime) - Depreciation method (custrecord_assetaccmethod) - Asset type classifications (custrecord_assettype) - Current depreciation status and conventions 5. Calculate 5-year depreciation forecast using actual NetSuite configuration 6. Create React dashboard with: - Executive summary cards (total 5-year, avg annual, next year) - Interactive visualizations (stacked area/trend toggle) - Detailed forecast table by asset class - Insights and assumptions reflecting actual NS setup 7. Professional CFO-level styling with Recharts
A/P Dashboard	A/P Analyst	`Act as an Accounts Payable Analyst. Provide me a list of my vendor bills for [period] that are [criteria, example: 'missing departments at line level']. The list should show links back to the Document Number, Vendor Name, Reference Number, Amount, Transaction Status. In a dashboard view, provide any insights into anomalies, unusual patterns, the bills listed above.`

Prompt Name

Suggested Roles

Prompt Sample

Sales Scenario Planning Visual

Chief Executive Officer
Chief Financial Officer
Controller

                    Our company needs to increase revenue by [x}% year-over-year. We're looking at options to: 
-   expand our customer base through outreach and targeted marketing campaigns
-   increase spend among existing customers through upsells of new products and services
-   increase the price of existing sales offerings

Review these scenarios and provide a best/worst case analysis with the impact to our overall financial positioning and key sales metrics. Present this as a summarized visual with a GTM roadmap

Revenue Analysis Dashboard

Chief Executive Officer
Chief Financial Officer
Controller

                    Use my NetSuite data to create a comprehensive interactive revenue analysis dashboard.

The dashboard should include:
Format Requirements:
-Multi-tab HTML dashboard with professional NetSuite Redwood styling
-Interactive tabs for different analysis perspectives
-Responsive design with cards, tables, and visual elements
-Include all transaction links to NetSuite records

Analysis Tabs Required:
Executive Overview - Top-line metrics, growth trends, key business insights
Customer Analysis - Revenue by customer, concentration risk, customer trends
Product Analysis - Revenue by product line, performance metrics, portfolio insights
Pricing Analysis - Price variance analysis, pricing strategy recommendations
Anomalies & Trends - Monthly patterns, unusual transactions, growth analysis
Transaction Details - Complete transaction register with NetSuite links

Key Analytics to Include:
-   YTD revenue totals and growth rates
-   Customer concentration analysis with risk assessment
-   Product performance and pricing insights
-   Monthly trend analysis and seasonality patterns * Anomaly detection for unusual transactions
-   Business recommendations based on data patterns

Technical Requirements:
-   Include clickable transaction links to NetSuite records
-   Responsive design for mobile and desktop
-   Professional business intelligence styling
-   Interactive elements with smooth transitions

Data Context:
-   Focus on North America subsidiary revenue transactions.
-   Include all major customers and product lines.
-   Highlight significant growth periods and anomalies.
-   Provide actionable business insights and recommendations.

Generate a complete, production-ready dashboard that provides executive-level revenue insights with detailed drill-down capabilities

Fixed Asset Forecast Dashboard

Chief Executive Officer
Chief Financial Officer
Controller

                    Create a [5]-year depreciation expense forecast dashboard for fixed assets across all subsidiaries:
1. Query NetSuite Balance Sheet (report ID -202) as of today
2. Parse the Balance Sheet JSON to identify the 'Fixed Assets' section programmatically by finding the parent row labeled 'Fixed Assets'

3. Extract all child accounts under the Fixed Assets section from the report structure:
- For each account, capture: account number, account name, and balance
- Automatically identify asset accounts (positive gross values) vs accumulated depreciation accounts (negative values with 'Acc' or 'Accumulated' in name)
- Pair asset accounts with their corresponding depreciation accounts
- Calculate net book value for each asset category

4. Use ns_getRecordTypeMetadata to examine FAM Asset structure, then query actual asset records to determine:
 - Configured useful life for each asset type (custrecord_assetlifetime)
- Depreciation method (custrecord_assetaccmethod)
- Asset type classifications (custrecord_assettype)
- Current depreciation status and conventions

5. Calculate 5-year depreciation forecast using actual NetSuite configuration

6. Create React dashboard with:
- Executive summary cards (total 5-year, avg annual, next year) - Interactive visualizations (stacked area/trend toggle)
- Detailed forecast table by asset class
- Insights and assumptions reflecting actual NS setup
7. Professional CFO-level styling with Recharts

A/P Dashboard

A/P Analyst

                    Act as an Accounts Payable Analyst. Provide me a list of my vendor bills for [period] that are [criteria, example: 'missing departments at line level']. The list should show links back to the Document Number, Vendor Name, Reference Number, Amount, Transaction Status. In a dashboard view, provide any insights into anomalies, unusual patterns, the bills listed above.

General Notices