NetSuite Demo: SuiteSuccess Planning and Budgeting (SE)
In this demonstration, we walk through NetSuite’s SuiteSuccess Planning and Budgeting Standard Edition. We start within the tools menu where users can manage the synchronization between ERP and planning data, schedule and execute load jobs, and review activity logs. Moving into reporting and analytics capabilities, we demonstrate how to review or edit variance explanations and perform scenario analysis. We also dive into financial reporting in which customized dashboards help visualize key perfomance metrics and trends across the organization, and we conclude by using the Smart View add-in to access reports as well as perform ad-hoc analysis within Excel.