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iCharts Finance IQ

All the financial metrics you need, instantly

 

iCharts Finance IQ adds prebuilt NetSuite Finance Metrics dashboard to your NetSuite environment, complete with all the charts and metrics you need to analyze your financial data. Best of all, if you use NetSuite’s built-in budget module to track your business data, you’re already set up to add iCharts Finance IQ. Get all the finance analytics you need without the hassle of a large-scale analytics rollout.

Everything you need is included

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A GRANULAR VIEW OF YOUR NETSUITE BUDGET DATA

 

Take NetSuite’s native search capabilities to the next level and get a detailed view of your budget data. With Finance IQ, you can treat budget data as a record type and use it to analyze your business in new ways, all without leaving NetSuite.

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HASSLE-FREE IMPLEMENTATION AND SETUP

 

Finance IQ installs everything you need with one bundle. It also includes 5 hours of service time, so we can help you make sure your results are perfect. Dive into historical data and track trends, all with minimal setup.

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6 PROVEN FINANCE METRICS, BUILT-IN

Finance IQ puts all the finance data you need into six pre-built charts. Each chart is based on industry best practices, years of experience, and feedback from NetSuite’s development team.

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TRENDING AND CUMULATIVE REPORTS

 

iCharts Finance IQ does more than turn numbers into visualizations, it unlocks key financial insights that are typically only available outside of NetSuite. Analyze trends over time and get a closer look at your financial metrics with year over year, quarter over quarter, or day over day visualizations.

ONE COMPREHENSIVE DASHBOARD

 

Instead of extracting your data or opening a bunch of windows, you can get all the insights you need in one dashboard. It’s also easy to use. If you can read a graph, you’re ready to use iCharts Finance IQ to drive your business decisions.

Users

ROLE-SPECIFIC ANALYTICS

 

Use NetSuite’s native user and permission settings to give access to as many users as you want. Give employees role-specific dashboards based on their permissions. Help employees do their jobs and respond to real-time changes to key metrics.

Segment The Data

DATA SEGMENTATION

 

The ability to segment your data means you can see metrics on individual products, regions, or customers. You can also see how these segments affect your overall business.

Included Metrics

Cumulative Revenue YTD

See how much money your organization has taken in during the current financial year. Track your results over time and make decisions based on real world results.

Budget vs. Actuals Monthly

Get a detailed look at how your budget plan works in the real world. Pinpoint discrepancies and learn what you can change to make your budget plan more accurate.

Budget by Month YoY

See how your budgets have changed over time. Add context to discussions about overhead and profit margins.

Budget by Month YoY (Cumulative)

Get a month-by-month look at budgets, and see how you budgeted for the same time last year, or the year before. Get ahead of seasonal budget issues.

Budget vs. Expenses

See how your organization’s overhead compares with your budget goals. Identify costly expenses and find the excess in your budget.

Budget vs. Expenses (Cumulative)

Visualize your budgets and expenses over time. Identify runaway expenses that built up over time.

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Additional Resources

Resources Beginners Guide
eBook

 

NetSuite Beginner’s Guide to Records, Searches and Exporting Data

Learn the best ways to organize, search, and manipulate your data, and start using NetSuite like a pro.

 

 

 

Download eBook >

Resources NetSuite Demo
Video

 

iCharts for NetSuite Demo Video

Watch 15-minute recorded demo to experience the leading NetSuite visual reporting application.

 

 

 

Watch Demo >

Resources Tools Guide
eBook

 

Reporting & Analytics Tools Guide for NetSuite eBook

Get practical advice on how to select the right NetSuite reporting tool to visualize your NetSuite data based on your business needs.

 

 

 

Download eBook >