NetSuite Suite Analytics Training Course

NetSuite Suite Analytics Training Course

Introduction

NetSuite SuiteAnalytics Training empowers professionals to unlock the full potential of data-driven decision-making within the NetSuite ecosystem. This course delivers a robust understanding of SuiteAnalytics tools, including saved searches, reports, dashboards, and key performance indicators (KPIs), enabling users to transform raw data into actionable business insights. NetSuite Suite Analytics Training Course is Designed for both technical and functional users, the program focuses on enhancing analytical proficiency, optimizing reporting processes, and driving strategic business growth through data intelligence.

In this fast-evolving digital landscape, organizations demand employees who can seamlessly integrate real-time analytics into operational workflows. This training emphasizes hands-on practice, real-world case studies, and advanced analytical techniques to ensure participants can confidently generate insights, automate reporting, and support executive-level decision-making. By the end of the program, learners will be equipped with the knowledge and practical skills to harness SuiteAnalytics for competitive advantage, operational efficiency, and strategic planning.

Course Duration

5 days

Course Objectives

1. Master NetSuite SuiteAnalytics tools for advanced data analysis and reporting.
2. Create dynamic saved searches to track key business metrics efficiently.
3. Design and deploy interactive dashboards and KPIs for real-time insights.
4. Automate reporting processes to enhance operational efficiency.
5. Leverage SuiteAnalytics to optimize financial, sales, and inventory operations.
6. Apply advanced formulas, criteria, and joins for complex data queries.
7. Transform raw data into actionable insights for executive decision-making.
8. Integrate SuiteAnalytics with NetSuite modules for end-to-end business visibility.
9. Develop role-based analytics to improve departmental performance.
10. Implement best practices for data governance and analytics accuracy.
11. Utilize case studies to simulate real-world analytics challenges.
12. Enhance cross-functional collaboration through shared analytics strategies.
13. Stay ahead with trending analytics techniques and NetSuite reporting innovations.

Target Audience

1. NetSuite Administrators
2. Business Analysts
3. Financial Controllers and Accountants
4. Operations Managers
5. IT Professionals in ERP systems
6. Data Analysts and BI Specialists
7. Project Managers overseeing NetSuite implementations
8. Decision-makers seeking actionable business insights

Course Modules

Module 1: Introduction to SuiteAnalytics

• Overview of SuiteAnalytics and its capabilities
• Understanding SuiteAnalytics architecture
• Navigating dashboards and reporting tools
• Key analytics terminologies explained
• Case Study: Overview of a mid-sized retail company leveraging dashboards for sales performance

Module 2: Saved Searches – Basics to Advanced

• Creating basic and advanced saved searches
• Applying filters, formulas, and summary types
• Using joins for multi-record analysis
• Scheduled searches and alerts
• Case Study: Optimizing inventory reporting for an e-commerce business

Module 3: Advanced Reporting Techniques

• Creating custom reports for finance, sales, and operations
• Grouping, summarizing, and sorting data
• Using formulas and expressions in reports
• Exporting and sharing reports
• Case Study: Revenue trend analysis for a subscription-based company

Module 4: Dashboards & KPIs

• Designing interactive dashboards
• Creating role-based KPIs
• Tracking real-time business performance
• Customizing portlets for executive needs
• Case Study: Executive dashboard setup for a logistics firm

Module 5: Financial Analytics

• Accounts receivable and payable analysis
• Budget vs actual reporting
• Cash flow and profitability analytics
• Advanced financial KPIs
• Case Study: Identifying cost-saving opportunities in a manufacturing company

Module 6: Sales & Marketing Analytics

• Sales pipeline and opportunity reporting
• Customer segmentation and analysis
• Marketing campaign performance tracking
• Revenue forecasting techniques
• Case Study: Improving lead conversion for a SaaS business

Module 7: Inventory & Supply Chain Analytics

• Inventory tracking and reporting
• Supplier performance analysis
• Demand forecasting and stock optimization
• Order fulfillment analytics
• Case Study: Reducing stock-outs for a retail chain

Module 8: Analytics Best Practices & Automation

• Data governance and validation techniques
• Automating routine reporting tasks
• Role-based access and security in analytics
• Continuous improvement in reporting processes
• Case Study: Implementing automated reporting for a multinational enterprise

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.