Gain valuable, real-time visibility into project performance
The Reporting and Analytics module in NetSuite PSA provides real-time, actionable visibility into project and organisational performance.
It includes powerful dashboards, data visualisation tools, and flexible reporting capabilities that give you a comprehensive view of your professional services organisation.
With native reporting features, you can monitor key metrics such as project health, resource utilisation, profit margins, and budget versus actuals. The module includes pre-configured reports tailored for professional services, which can be customised to suit your specific needs. You can also generate historical and forecast reports to support strategic planning.
This robust tool enables on-demand access to real-time data, allowing you to monitor and analyse project performance as it unfolds.
Stakeholders across the business, from executives to project managers, can instantly access personalised reports with insights that are relevant to their roles.
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Key features and benefits
- Maximise Profits. Project Profitability Reporting allows you to maximise profits and streamline operations, organisations need visibility into team and project performance.
- View Budgets vs. Actuals. With tools for reviewing project budgets and comparing actual and forecasted spend, you can make informed, proactive decisions. Users can view allocations of direct and indirect costs against projects, and review trends on sales revenue, customers and other metrics that matter to your organisation.
- Drive Project Performance. You can track and monitor project profitability together with project performance with a simple, yet powerful tool.
- Get Real-Time Visibility. Instantly access personalised reports and dashboards that give you and your team actionable awareness of project performance.
- Manage Services. Manage all services and resources centrally in your PSA.
- Monitor Resource Utilisation. Be informed about how your services organisation uses resources and resources’ timesheet status.
- See Billing Forecasts. Get a quick grasp on your profitability and cash flow with billing forecasts based on actual estimated revenue and cost estimated by role.
- Understand backlogs. Track current backlogs to get a bird’s eye view of what jobs and activities are still open.
- Create Flexible Reports and List Views. This tool lets you save any report and view the latest, up-to-the-minute results anytime as well as sort and filter data
- Make Data-Driven Decisions. Metrics dashboards provide stakeholders with an overview of important KPIs and enable them to follow progress and make adjustments as needed to stay on track.
- Eliminate Manual Processes. Stop wasting time hunting for key metrics manually. Get rid of error and move work faster with web-based, real-time reports that deliver personalised, role-based data.
- Improve Collaboration. Ensure that all stakeholders are working with the same shared data.
WHY CHOOSE FINANSYS AS YOUR NETSUITE SOLUTION PROVIDER
FinanSys is a full-service NetSuite Solution Provider Partner with a track record of success. We have been implementing ERP and financial management solutions for over two decades in a range of industries. For us, every project is more than just a deliverable — it’s a partnership. We take genuine pride in the solutions we deliver and are only satisfied when your implementation meets the highest standards. Whether your project is large or small, our team applies meticulous attention to detail, taking the time to understand your unique requirements and business goals to ensure a tailored, effective outcome.
