Helping businesses get more value from Oracle NetSuite

• Automate Saved Searches & Scheduled Reports: Instead of manually exporting reports, set up Saved Searches with scheduled email delivery.

• Clean Up Revenue Recognition Rules: Misaligned revenue plans cause over/under-recognition. Review Revenue Arrangements and automate deferrals with correct event triggers.

• Optimize Customer Statements & Collections: Use automated dunning letters and scheduled customer statements. This reduces overdue AR without manual chasing.

• Leverage Custom Dashboards: Build role-based dashboards for CFO, Controller, and Sales Ops. Include KPIs, trend graphs, and key searches to eliminate wasted time digging for data.

Most companies only use 40–50% of NetSuite’s capabilities. Small adjustments in workflows and reporting can save hours every month and reduce costly errors. Here are the top 5 quick fixes:

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