Reporting tools can help businesses make valuable data-driven decisions that can ensure your organization’s success. If you and your team are struggling with reporting in NetSuite and/or in manual Excel spreadsheets, it’s time to explore NetSuite’s Power BI reporting solution. View this slide deck to learn about: - A limitless reporting solution built for NetSuite by NetSuite experts in the #1 ranked BI tool – Power BI - How 50+ pre-built reports provide business insights on Day 1 - Why integrating your other data sources with your NetSuite data is critical for end-to-end reporting

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2023 WithumSmith+Brown, PC
Put Y
our NetSuite Data to Work – Discover Better
NetSuite Reporting
March 28th, 2023

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2023 WithumSmith+Brown, PC
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Housekeeping

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Manager, NetSuite Lead
Chris Higgins
About My Career
• Full NetSuite implementations
spanning multiple verticals
• Corporate finance professional with
15+ years in sports, media,
entertainment, & fintech industries
About Me
• Accounting / Finance Background
• NetSuite Suite Foundations Certified

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Founder, ZoneReporting
Josh LaSov
About Me
• Accounting / Finance Background
• Certified NetSuite ERP Consultant
About My Career
• Completed 100+ NetSuite
Implementations
• Significant experience helping companies
set their strategic plans and turn those
plans into KPI targets to drive results
• 3x Founder with a focus on
reporting/analytics to drive successful
businesses

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Why Are You Here?

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7. Enterprise Resource Planning - ERP
§ Financial "Back-Office"
§ Supply Chain
§ Manufacturing
§ Operational Efficiency "Customer"
§ Professional Services Automation
"People"
Innovative Design &
Software Implementations
Modernize ERP in the Cloud
Software Solutions Supported
Operations
Supply
Chain
Finance
Human
Resources
§ Increase financial visibility
§ Optimize supply chain
§ Boost sales and improve service
§ Run your business anywhere

8. PRE-BUILT NETSUITE REPORTING IN POWER BI
ZoneReporting.com

9. CERTIFICATIONS / VERIFICATIONS:
ABOUT ZONE REPORTING
Experience:
Formed by NetSuite and BI Experts
Combined 50+ years of NetSuite Experience (100+
implementations)
Combined 100+ years of Business Intelligence Experience
Team:
Former Executives in Finance/Accounting, Operations and
Technology
Robust Channel of NetSuite Partner Organizations that are
Satori Certified for additional Consulting Expertise
Clients:
150+ NetSuite Customers on ZoneReporting
$5M to $10B in Revenue
Private, Public & PE/VC

10. 1. All Your Data/Unlimited Joins
2. Single Enterprise-Wide Reporting Platform
3. Advanced Analytics
4. Reporting Automation
5. Data Back-Up
ZONE REPORTING
DIFFERENTIATORS

11. 1. All Your Data/Unlimited Joins
2. Single Enterprise-Wide Reporting Platform
3. Advanced Analytics
4. Reporting Automation
5. Data Back-Up
ZoneReporting supports unlimited
joins (NetSuite does not)
See your business results end-to-end to
get the full story of your performance
ZONE REPORTING
DIFFERENTIATORS

12. 1. All Your Data/Unlimited Joins
2. Single Enterprise-Wide Reporting Platform
3. Advanced Analytics
4. Reporting Automation
5. Data Back-Up
Join data from all your data
sources for one version of the
truth reporting
REPORTING CAPABILITIES:
§ Financial Reporting
§ Operational / Department Reporting
§ Month-End Reporting Packages
§ Reports for Individuals without
NetSuite Licenses
§ Excel-Based Reporting
§ Mobile
ZONE REPORTING
DIFFERENTIATORS
350+ Pre-built Connectors
INCLUDING:
Historical
Data

13. 1. All Your Data/Unlimited Joins
2. Single Enterprise-Wide Reporting Platform
3. Advanced Analytics
4. Reporting Automation
5. Data Back-Up
“Solve for Specific Business
Problems/Questions”
• Inventory Historical Snapshots &
Forecasting
• True Gross Margin (i.e. Sales Order)
• Cash-Flow Forecasting
• Predictive Analytics/Machine Learning
Reduce Time Spent Preparing Reports
up to 100%
Protect Your Business From
Experiencing a Business Interruption
NS = 60 days vs Satori = 365 days
ZONE REPORTING
DIFFERENTIATORS

14. WHAT IS ZONE REPORTING FOR NETSUITE?
WHAT’S INCLUDED DETAILS
NetSuite Connector
Automated process for exporting NetSuite Saved Search
Data
Automated data refresh: Daily or Throughout the Day
NetSuite Common Data Model
Pre-built NetSuite data model with the full enterprise grade
ETL processes. The key data model features are:
• 100% of Your NetSuite Transactions @ Line Level
• All of Your Key NetSuite Record Types
• Time Dimensions/Time Intelligence
• More than 100 KPIs/measures
• Transaction Level Detail with Links Back to NetSuite
• Google Analytics & Adwords
Dashboard/Report Starter Pack
(50+ pre-built)
Starter pack of prebuilt reports (Income statement, financial
overview, budget vs actual, customer analysis, etc.)
Embed PowerBI Dashboards in
NetSuite Portlets
Ability to embed and interact with PowerBI dashboards in
NetSuite portlets
Budget/Forecast Import
Ability to import and report across unlimited budget/forecast
versions via a standardized import template
Power BI Training
Power BI/ZoneReporting Training for your Team: On-
demand video library + a 4-hour hands-on custom report
building workshop
ZONE REPORTING IS PRE-BUILT BI:
Less than 2-week implementation & value on day one!
Netsuite Data
& Connector
Data Model or
Data Warehouse
Bi Tool: Power BI

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Demo

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Questions and Answers

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Thank you!
www.zonereporting.com
Josh LaSov
joshlasov@zoneandco.com
www.withum.com
Chris Higgins
chiggins@withum.com