I ♥ My NetSuite Dashboard

Happy Valentine’s Day!

As you are all exchanging roses and cards, telling each other how much they are loved, I wanted to pay homage to the love of my (business) life.  My NetSuite system.

I love my NetSuite dashboard.  However, I try to stay away from overly “salesy” blogs because I know no one wants to read that kind of stuff but when I found myself commenting the other day, “I bloody love my NetSuite dashboard”, my colleague suggested I blog the reasons why. So I thought I would (if only because if I was just a normal NetSuite user rather than a NetSuite sales person, I would still write this blog).

 

 

How do I Love Thee?  Let me Count the ways

 

1. I can see all the information I need to see via the medium of pretty pictures

 

 

 

 

 

Graphs on my dashboard include but are not limited to – Monthly New Opportunities, Pipeline Status Summary and Open Opportunities. At the click of a mouse, I change the graph format so it’s easier to interpret or to analyse. The opportunities one looks like a car dashboard gauge.  This is appropriate because when I’m “in the red” I feel the same level of panic as when my petrol gauge lights up.  Where’s the nearest opportunity?  I need to fill up! Where can I get new leads?!

 

2. It motivates me

I have a KPI scorecard which measures my weekly activity on an ongoing basis. I have decided my business metrics should be:

• BANT Scored
• Needs Analysis Completed
• Product Demonstration Delivered
• Proposal Offered
• Phonecalls Made

My scorecard builds up a picture of my week by week activity over a two month time frame. Even though I am only competing with myself, it still drives me to make more calls, arrange more fact finds and push out more proposals – if only to see more green arrows pointing up than red arrows pointing down!

 

3. I can click straight through to all my open opportunities

This sounds like a simple one but believe me it’s not. I used to work with a bespoke CRM system which only allowed me to run a search for phone calls within a specific time frame. It didn’t help me understand whether these calls were to be made to companies who were leads, prospects or opportunities.  I had to remember that level of detail or drill down into the notes before each call.  When it became too much to remember, I had to keep a spreadsheet of all open opportunities and cross reference that with CRM my call list each day.  Imagine how time consuming that became.  The margin for error was huge. Crazy!

 

4. I can make it look different if I want to

Every little “portlet” is a drag and drop box, so if I want to change the view I see every day, I simply move it around. If I want to focus on a particular area of my performance I can drag that metric to the top of my screen; so I am constantly reminding myself of it each time I return to my dashboard.

[Click here to watch my video on adding a portlet to your NetSuite dashboard]

Want a new graph which shows me Profitability Per Client? No problem, I can create that myself within 2 minutes. I can also drill down into each metric to find the data which sits beneath it. Click, click – analysis complete!

 

To talk to someone about NetSuite, get in touch.