The right information, for every role, at the right time.
Role-based dashboards, KPIs, saved searches and SuiteAnalytics designed around the decisions your teams actually make, so fewer reports live in spreadsheets outside the system.
Data in NetSuite isn't the same as insight.
When reporting gaps appear, people fill them with exports and spreadsheets. The numbers drift, decisions slow down and nobody is quite sure which version is right.
We start with the questions each team needs answered, from stock availability and margins to overdue balances and service performance, then design the dashboards, searches and alerts that answer them inside NetSuite.
What good looks like
- Each role opens NetSuite to the KPIs and lists that matter to them
- Alerts flag exceptions before they become problems
- Reports kept outside the system are brought back in
- Finance, operations and sales work from the same numbers
Reporting designed around your decisions.
Role-based dashboards
Dashboards for operations, finance, sales, purchasing, technical and quality teams, built during implementation or added later.
KPIs & operational alerts
Key measures and exception alerts so teams can act quickly, rather than hunting for problems.
Saved searches & SuiteAnalytics
Saved searches and SuiteAnalytics workbooks for analysis, plus guidance so your team can build their own.
Costing & margin visibility
Visibility of costs, margins and profitability, including project and multi-currency reporting where needed.
Bespoke reports
Custom reports where standard reporting doesn't fit, such as kit availability or project P&L.
AI-assisted reporting
Help to build your own reports and workflows using NetSuite's AI capability, with the right controls in place.
Role-based dashboards were part of the implementations we delivered for Danann Air, Kingfisher Foods and NHC Group. Need reporting from data outside NetSuite as well? See ERP data extraction, SQL & BI.
Start with the question, not the report.
Listen
Understand what each role needs to know, and when.
Design
Agree the KPIs, searches and dashboard layouts.
Build
Configure in NetSuite and test with real users.
Refine
Review usage and improve as your business changes.
Reporting work can be delivered as a focused project, through bundled hours, or as part of the enhancement capacity in our managed service tiers.
Related services.
Optimisation & Strategic Roadmap
Get more from NetSuite with a structured improvement roadmap.
Find out more Modernisation & IntegrationERP Data Extraction, SQL & BI
Turn ERP data into reporting-ready SQL datasets.
Find out moreAI Services
A clear path from AI curiosity to controlled adoption in NetSuite.
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