Real-time Dashboards
Saved Searches
|
 |
|
Well-run software companies recognize that knowledge management is more a way of doing business than it is a type of product. And in the Internet age, a cornerstone of knowledge management is saved searches—that is, searches you create once and then execute repeatedly, getting dynamic results each time.
With NetSuite's software industry solution, you get the information you need by creating custom searches based on fields in your records. Saved searches allow you to view such information as your top-selling products, the number of support cases in your queue, or customers who have overdue invoices—virtually any search on any combination of components.
|
- Data summarization tools give you unparalleled flexibility, allowing you to distill knowledge management data within your Real-Time Dashboard, but without running the same, repetitive search every time.
- With timely information at your fingertips, you can run your business better, ensuring that your employees are targeting important industries and leads, as well as maximizing resources.
- Customized searches let you see exactly the data you need, when you need it, optimizing operational efficiency.
|
|
|
|
- Search for records using compound searches. For example, you may search for "sales orders over the last month, for customers exclusively in California."
- Users can see all their saved searches, regardless of the role view they've chose on the Real-Time Dashboard.
- Summarize knowledge management data in custom reports with new count, sum, average, minimum and maximum parameters, simplifying the task of data analysis. For example, you can analyze leads by industry, or view the number of leads that have come in for a particular industry.
- Use eXtreme list editing to update opportunities, invoice customers,
or ship items, without having to delve into the underlying records.
|
|
|
|
