Dynamic Graphical Reports for Customer Sales in NetSuite
Manufacturing | Canada
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Every business requires good communication with its customers, especially from a sales data perspective. Consider a company with thousands of its customers purchasing products monthly. To communicate properly, they would have to send detailed, easy-to-understand reports reflecting monthly purchases and comparing them with the previous quarter. However, generating these reports manually and sending them via email is time-consuming and sometimes leads to errors, isn't it?
What if a solution could help automate this process in which raw data is translated into visual, graphical reports with just one click?
Client Portfolio
One of the world’s largest manufacturers of nuts, saddles, and bridge pins in the guitar industry, which has product factories installed in 40+ countries based in Canada, has approached us to send their customer’s sales data in graphical format. When dealing with large sales and having a good relationship with their customers, having efficient reports on their purchase data is good for efficient analysis.
Problem Statement
Our client faced a challenge in maintaining effective communication with their customers regarding sales data. Their customers regularly purchased products monthly, and the client needed to provide them with clear, detailed reports of their purchases. These reports were required:
• On a monthly, yearly or even custom date range basis.
• To include comparisons with the previous quarter’s data.
• In an easy-to-understand graphical format, sent directly via email.
The goal was to ensure the data was relevant, visually appealing, and easy for their diverse customer base to analyze, particularly customers from multiple locations or subsidiaries using different currencies.
What We Suggested
To address the client’s requirements, we proposed a custom solution within the NetSuite ERP environment. The solution involved:
1) Custom Records Creation:
• Designed records to store and manage customer-specific sales data effectively.
• Enabled filtering to determine which data to send to selected customers.
2) Automated Graphical Report Generation:
• Used advanced JavaScript libraries for creating visually appealing charts and graphs.
• Provided a single-click option to email these reports in a chosen graphical format.
3) Currency Adaptation:
• Integrated automatic currency conversion for global customers.
• Ensured accurate data representation for customers across multiple locations or subsidiaries.
4) Customization Options:
• Provided the ability to change chart styles (e.g., bar, line, or pie charts) based on individual preferences.
• The amounts were displayed with comma-separated values for easy reference (e.g., in thousands, millions). This was an add-on request we received.
Challenges
One of the primary challenges encountered during this project was the graphical representation of the data retrieved. Even though NetSuite saved searches can find all the data, converting it into graphs is something that needs to be handled through SuiteScripts. But don’t worry—we have a dedicated team to handle this, turning challenges into smooth developments!
Customer Success
With this NetSuite customization, the client could now generate and email visually appealing reports with a single click. The automated data calculations reduced manual errors, and graphical representations enhanced customer understanding. Customers appreciated the clarity provided by reports tailored to their local currency and individual needs.
Overall, this customization has empowered the client with better visibility and control over their pricing strategies, which in turn contributes to revenue management and profitability.
- Accurate sales data history
- Reduced manual effort by 80%
Way Forward
Now, customers receive their purchase data in a more visually appealing way at the end of each month, which provides complete data to plan better for the upcoming months. This not only saves manual checking but also offers a better way to engage with their clients.
Are you looking for a graphical analysis of your sales data? Need to receive emails at the end of each month? Contact us today to streamline your operations with our automated solution.
