Power BI NetSuite Dashboard – Sales Organisation Analysis

A third party connector was used to connect Power BI directly to NetSuite. The data connection is direct, the refresh is automatic and scheduled for every working hour,

This Week Overview

The number of calls is broken down by sales rep. The actual number of calls is compared to target which makes it easy to see if someone is underperforming.

Created opportunities and won opportunities are also broken down by sales rep.

The progress on the whole sales organisation towards target is also analysed.

Sales Rep Analysis

A filter at the top is added for a specific sales rep.

Number of calls, orders and progression towards target are shown by selected sales rep.

Actual sales vs target are also shown by month.

Why to integrate NetSuite with Power BI?

Integrating NetSuite with Power BI offers numerous benefits that can significantly improve business operations and overall efficiency. Here are the key reasons why integrating NetSuite with Power BI is beneficial for businesses:

• Enhanced data visualisation

Although NetSuite has some useful built-in reporting capabilities, Power BI provides advanced data visualisation capabilities. Power BI allows users to create custom dashboards tailored to specific business needs. This makes it easier to interpret complex data and gain insights.

• Real-time data update

This integration provides real-time data synchronisation between platforms. This ensures that businesses to have access to the most up-to-date information.

• Scalability

Power BI is able to handle large datasets. This ensures that businesses can continue to derive value from data as they expand.

• Security

Power BI ensures that sensitive data is securely transferred and stored. This helps businesses to protect their information and to comply with regulatory requirements.