NetSuite Overview of Dashboards, Reporting and Customer Records

Опубликовано: 13 Октябрь 2024
на канале: NetSuite
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Learn more about NetSuite dashboards, reporting and customer records here: https://bit.ly/3oE0mPh

In this demonstration, we’ll navigate NetSuite dashboards, reporting and customer records. Since NetSuite is a role-based system, dashboards, metrics, and permissions are pre-built, but we’ll demonstrate how to easily customize them to meet your business needs. We’ll also cover how to use SuiteAnalytics for real-time reporting and analysis using financial and operational data within NetSuite. Finally, we’ll explain how to use the Customer 360 functionality to get a complete view of all relevant customer information, including contact and communication history, financial standing, purchase history, and possible opportunities for upsell.

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