# NetSuite

Analyze ERP financial, inventory, and operational data

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Connect NetSuite to Scoop to analyze your ERP data—financials, inventory, orders, and customer transactions. Go beyond NetSuite's built-in reporting with enhanced visualization, snapshot process analysis, and the ability to blend operational data with CRM, marketing, and product metrics.

# What You Can Analyze

| Domain | Analysis Types |
|--------|---------------|
| **Financial** | Revenue trends, expense tracking, profitability |
| **Orders** | Order pipeline, fulfillment cycles, backlog aging |
| **Inventory** | Stock levels, turnover, demand patterns |
| **Customers** | Lifetime value, payment patterns, segmentation |
| **Vendors** | Spend analysis, performance, payment cycles |

# Connecting NetSuite to Scoop

## Automated Email Reports

NetSuite saved searches can be scheduled to email to Scoop:

1. Create or select a Saved Search in NetSuite
2. Schedule the search for email delivery
3. Add your Scoop dataset email as recipient
4. Choose frequency (daily, weekly, monthly)

## Report Format Support

Scoop handles multiple NetSuite export formats:

| Format | Best For |
|--------|----------|
| **CSV** | Transaction data, detailed reports |
| **Excel** | Financial statements, formatted exports |
| **PDF** | Not recommended (use CSV/Excel instead) |

## Manual Upload

For one-time or ad-hoc analysis:

1. Export data from NetSuite
2. Upload to Scoop via file upload or Google Drive
3. Configure dataset settings
4. Process and analyze

# Recommended Data Extracts

## Financial Data

| Report Type | Key Fields | Analysis Use |
|-------------|------------|--------------|
| **P&L** | Account, Period, Amount | Profitability trends |
| **Balance Sheet** | Account, Date, Balance | Financial position |
| **Revenue by Customer** | Customer, Amount, Date | Revenue analysis |
| **Expenses** | Account, Department, Amount | Cost management |

## Order Data

| Report Type | Key Fields | Analysis Use |
|-------------|------------|--------------|
| **Sales Orders** | Order ID, Customer, Amount, Status | Pipeline tracking |
| **Purchase Orders** | PO ID, Vendor, Amount, Status | Procurement analysis |
| **Invoices** | Invoice ID, Customer, Amount, Due Date | AR management |
| **Fulfillments** | Order ID, Ship Date, Carrier | Delivery performance |

## Inventory Data

| Report Type | Key Fields | Analysis Use |
|-------------|------------|--------------|
| **Stock Levels** | Item, Location, Quantity | Inventory health |
| **Item Receipts** | Item, Date, Quantity | Replenishment tracking |
| **Item Fulfillments** | Item, Date, Quantity | Demand patterns |

# Use Cases: NetSuite Only

## Financial Analysis

Enhanced reporting beyond NetSuite's capabilities:

- **Revenue trends**: Track by customer, product, region
- **Margin analysis**: Profitability by segment
- **Cash flow patterns**: AR/AP aging and trends
- **Budget vs. actual**: Variance with drill-down

## Order Process Analysis

Snapshot orders to analyze fulfillment cycles:

- **Order aging**: Time from order to fulfillment
- **Stage progression**: How orders move through statuses
- **Bottleneck identification**: Where orders get stuck
- **Backlog trends**: Growing or shrinking pipeline

## Inventory Intelligence

Track inventory patterns over time:

- **Stock trends**: Levels by location and item
- **Turnover analysis**: Fast vs. slow moving items
- **Reorder patterns**: Timing and quantity trends

# Use Cases: Blending with Other Sources

## NetSuite + CRM

**Goal**: Connect financial outcomes to sales activities

| NetSuite Data | CRM Data | Combined Insight |
|---------------|----------|------------------|
| Revenue by customer | Account details | Revenue by segment/industry |
| Order history | Opportunity data | Win rate by segment |
| Collections | Customer health score | Credit risk analysis |

## NetSuite + Marketing

**Goal**: Calculate full-funnel ROI

- Marketing spend per campaign
- Revenue attributed to marketing
- Customer acquisition cost
- Marketing-influenced pipeline

## NetSuite + Product Usage

**Goal**: Correlate usage with revenue outcomes

- Revenue per active user
- Feature adoption vs. expansion
- Usage patterns of churned customers

## NetSuite + Support

**Goal**: Calculate true customer profitability

- Revenue per customer
- Support tickets and costs
- Net profitability ranking

# Setting Up Snapshot Analysis

For order and inventory process analysis, configure as **Snapshot** dataset:

## Order Snapshot

Include orders that are open or recently completed:

```
Status is not Closed OR Closed Date is within last 7 days
```

## Inventory Snapshot

Daily snapshots of stock levels enable trend analysis:
- Track inventory build-up or depletion
- Identify seasonal patterns
- Monitor days of supply

# Best Practices

## Saved Search Design

- Include unique identifiers (Transaction ID, Item ID)
- Add all date fields needed for analysis
- Use consistent naming conventions
- Include classification fields for segmentation

## Update Frequency

| Data Type | Recommended Frequency |
|-----------|----------------------|
| Financial summaries | Weekly or monthly |
| Order data | Daily |
| Inventory levels | Daily |
| Customer data | Weekly |

## Data Quality

- Ensure customer/item records are linked properly
- Validate currency conversions if multi-currency
- Check that classifications are consistently applied

# Troubleshooting

## Report Format Issues

- Use CSV or Excel format (avoid PDF)
- Check for special characters in data
- Ensure column headers in first row

## Missing Transactions

- Verify Saved Search filters
- Check subsidiary and date filters
- Confirm user permissions

## Data Not Syncing

- Confirm scheduled search is running
- Check email delivery to Scoop address
- Verify dataset email configuration

# Related Topics

- [Blending Datasets](../../Preparing%20Datasets/blending-two-datasets) - Combine NetSuite with other sources
- [Snapshot Datasets](../../Preparing%20Datasets/scoop-dataset-basics/snapshot-datasets) - Track order/inventory changes
- [Adding Calculated Columns](../../Preparing%20Datasets/adding-calculated-columns) - Create derived metrics
- [Email Data Ingestion](../connect-your-data/data-email-ingestion) - Set up automated loading