Most organisations use less than 20% of NetSuite's analytics capabilities. The full power role-based dashboards, interactive Workbooks, real-time KPIs, advanced Saved Searches, and SuiteQL is already included in your licence. SaasWorx builds out the reporting and BI layer your teams actually use, so data stops living in spreadsheets and starts driving the business.
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We design and build tailored dashboards for every user role in your organisation — CFO, Controller, AP Clerk, Operations Manager, Sales Manager, Warehouse Lead, and more. Each dashboard is structured around the specific questions that role needs to answer daily, with the right mix of KPI portlets, saved search results, charts, and reminders. We use NetSuite's native role-based dashboard framework so dashboards are maintained centrally and pushed to users without individual setup.
Advanced saved searches with formula columns, complex filter logic, multi-record joins, and dynamic date ranges — surfacing operational data your team needs instantly. Custom KPIs defined against your specific business metrics — Days Sales Outstanding, Gross Margin by product line, Inventory Turn by location, Revenue per employee — configured as portlets with trend comparison to prior periods. We optimise every saved search for performance to avoid the governance limit issues that slow systems down.
We build Workbooks that replace the most time-consuming manual Excel reporting tasks — sales performance by rep and region, profitability by project or customer, inventory variance analysis, budget vs actual by department, and supplier spend analysis. Each Workbook is built on optimised datasets with proper date filters, calculated fields, and shared views — deployed as reusable assets that non-technical users can explore themselves without IT involvement.
Customised P&L, Balance Sheet, and Cash Flow statements configured for your chart of accounts structure, with multi-subsidiary consolidation, intercompany elimination, and multi-currency reporting. Financial report templates saved for recurring use — monthly board pack, management accounts, subsidiary-level reporting — reducing the time your finance team spends reformatting standard NetSuite output.
For reporting requirements that exceed what native Workbooks handle — complex aggregations across custom records, multi-year trend datasets, or queries that combine financial and operational data in a single result set — we build SuiteQL queries that expose the precise dataset needed. For organisations using Tableau, Power BI, Snowflake, or Looker alongside NetSuite, we configure SuiteAnalytics Connect and design the data models that make external BI tools work effectively against NetSuite data.
In organisations with multiple NetSuite users, saved searches and Workbooks proliferate without structure — creating confusion about which report is the source of truth. We establish reporting governance: naming conventions, folder structures, ownership rules, and a catalogue of approved reports by function. Training for finance and operations users on how to use, modify, and build their own saved searches and Workbooks — so the analytics capability becomes self-sustaining, not partner-dependent.
We bring pre-built process templates, domain knowledge, and solution accelerators specific to your industry — so every engagement starts ahead, not from scratch.
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ERP, CRM, and data solutions for IT service delivery — project billing, resource management, and multi-entity finance at scale.
Subscription billing, revenue recognition (ASC 606), and analytics for recurring revenue businesses built to scale.
Project management, PSA, billing, and CRM for consulting, legal, and advisory firms managing complex client engagements.
ERP, supply chain, inventory, and production management — BOMs, work orders, and multi-location warehousing.
Multi-entity finance, compliance, multi-currency reporting, and intercompany consolidation across geographies.
Omnichannel commerce, inventory, demand planning, and customer engagement across direct, wholesale, and online channels.
Warehouse management, logistics, order fulfilment, and multi-location inventory for distribution-heavy operations.
Operations, compliance, and multi-entity financial reporting for healthcare organisations and clinical networks.
See how organisations across Financial Services, IT, Media, Healthcare, and Senior Living transformed their operations with NetSuite implemented by SaasWorx.
Real outcomes from enterprises across IT, Financial Services, Manufacturing, SaaS, and more.
Thank you, Saasworx Team, for your efforts in making this implementation successful. As we move forward, we are confident that we can rely on your continued support and expertise.
We really feel NetSuite will give us an enterprise-grade back office that can scale, improves the efficiency, functionality, and flexibility that we needed. Thank you, Saasworx Team, for your efforts in making this implementation successful.
The Saasworx team was highly instrumental in the successful software implementation, and their efforts in building the entire system are commendable.
We can manage the accounting of any entity in any currency and have the final reporting converted into US currency. That eliminates a lot of manual interventions to convert all the currencies.
Request a one-on-one meeting with our team to walk through your specific workflows, systems, and where our solutions can have the most immediate impact on your business.
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