NetSuite is a fully role-based system that empowers users with tailored access and visibility, ensuring they can navigate the platform efficiently. In this blog, we’ll explore how the structure and customization options in NetSuite enhance the user experience, especially for roles such as Sales Manager and CFO.
One of the standout features of NetSuite is its role-based system. Each user has a unique experience that caters to their specific needs, allowing them to control what they can view and the permissions they have. For instance, as a Sales Manager, your dashboard is tailored to reflect key sales data, including open estimates, forecasts, and customer information. This targeted layout facilitates efficient task management and performance tracking.
Customizable Dashboards
Dashboards in NetSuite consist of various portlets—small widgets that display relevant data. The beauty of these dashboards lies in their customizability; users can drag and drop these portlets to create a layout that works best for them. For example, you can refer to your reminders portlet, which lists actionable items like upcoming calls and event invitations. This helps you stay organized and focused on priorities.
Each user can personalize their dashboard without affecting others in the same role, ensuring a tailored experience that enhances productivity. For example, you can easily access my KPIs, such as new customer metrics, and drill down for detailed insights. This customization extends to all records in NetSuite, allowing businesses to capture specific details pertinent to their operations.
Analyzing Data with Visual Tools
Another powerful aspect of NetSuite is its ability to visualize data trends. The platform offers various graphical displays for metrics, such as monthly open opportunities. Users can customize how these metrics are displayed, making it easier to consume and understand complex datasets.
For companies operating across multiple entities and currencies, NetSuite provides a subsidiary navigator. This tool allows CFOs and managers to filter data specific to a subsidiary, refreshing the dashboard with relevant information. It’s a crucial feature for businesses with diverse operations, as it supports multi-level consolidation seamlessly.
Efficient Navigation
NetSuite’s main navigation bar simplifies system navigation. Users can quickly find what they need by hovering over menu headers. For example, locating customer information is as easy as navigating to the “Lists” section and selecting “Customers.”
Moreover, the global search bar functions similarly to a search engine, allowing users to type in keywords and find relevant pages effortlessly. This feature streamlines the process of accessing important records, enhancing overall efficiency.
Enhanced User Experience with Forms and Shortcuts
NetSuite provides customizable forms that can be tailored for different entities or customer types, allowing organizations to display only relevant information. This targeted approach helps maintain clarity and focus within the system.
Another practical feature is the shortcut option. Users can add frequently accessed records to their shortcuts, enabling quick navigation without the need for repeated searching. This is particularly beneficial for staff members who manage large volumes of data.
Comprehensive Help and Support
NetSuite also offers a robust Help Center that provides users with access to a wealth of resources, including articles and videos. This built-in support is intelligent; it directs users to relevant help topics based on their current page, making it a handy tool for troubleshooting or learning new functionalities.
NetSuite’s role-based system and customizable features create a powerful environment for users to manage their tasks effectively. With tailored dashboards, efficient navigation, and comprehensive support, businesses can optimize their operations and ensure that each user can perform their role with ease. Whether you’re a Sales Manager or a CFO, understanding how to leverage these features can significantly enhance productivity and drive success in your organization.
Here are our discussions:
The Power of Integrated ERP Solutions: https://amplifytech.ca/the-power-of-integrated-erp-solutions/
Exploring Acumatica and NetSuite ERP Solutions: https://amplifytech.ca/exploring-acumatica-and-netsuite-erp-solutions/
What is Acumatica? https://amplifytech.ca/what-is-acumatica
