Skip to content

Case study


Enhancing Sales Channel Reporting in NetSuite for a Houston-Based Company


A prominent business in Houston sought to refine their reporting capabilities within NetSuite, aiming to gain detailed insights into performance metrics by sales channel. Their primary goal was to track margin and income at the sales channel level, a critical factor for making informed strategic decisions. Leveraging our extensive expertise in NetSuite solutions, we embarked on a comprehensive project to revamp their reporting system, focusing on the customization and implementation of advanced sales channel reporting. 

The Challenge

The client was confronted with several obstacles in their existing reporting structure: 

  • Lack of Sales Channel Clarity: The company had not clearly defined their sales channels, which led to inconsistent and inaccurate reporting of performance metrics. 
  • Data Accuracy Issues: Without a structured approach to capturing sales data by channel, the reliability of reported figures was questionable, impacting the company's ability to make data-driven decisions. 
  • Inefficient Reporting Tools: The existing reports and metrics did not support the level of detail needed to analyze performance by sales channel, hindering strategic planning and growth efforts. 

The Solution

Our solution encompassed a multi-faceted approach to address these challenges head-on: 

  •  Defining Sales Channels: We facilitated several strategic meetings with the client to define and categorize their sales channels accurately. This process involved a deep dive into the company's sales operations to ensure every channel was appropriately identified and structured. 
  • Overcoming Process Challenges: Our team worked closely with the client to identify and rectify process challenges affecting data accuracy. This included refining data entry methods and enhancing data collection processes to ensure the integrity of sales channel information. 
  • Custom Report and Metric Implementation: We designed and implemented a tailored set of reports and metrics within NetSuite, specifically focused on measuring sales channel performance. These tools provided the client with the ability to track key performance indicators (KPIs) such as margin and income at the sales channel level, offering granular insights into each channel's contribution to the business. 

The Outcome

The impact of the project was significant and multifaceted: 

  • Enhanced Strategic Insight: With clearly defined sales channels and accurate, detailed reporting, the client gained profound insights into the performance of each sales channel, enabling strategic decision-making and focused growth initiatives.
  • Improved Data Accuracy: The revamped processes and enhanced reporting capabilities resulted in a marked improvement in data accuracy, ensuring.
  • Operational Efficiency: The custom reports and metrics implemented within NetSuite streamlined the reporting process, saving time and resources while providing real-time access to critical performance data. 


This project underscored our commitment to providing tailored NetSuite solutions that address specific business challenges. By enhancing sales channel reporting for our Houston-based client, we not only solved immediate reporting issues but also laid the groundwork for sustained strategic growth. Our approach—combining in-depth consultation with custom solution development—demonstrates our ability to empower businesses with the tools they need to harness the full potential of NetSuite, driving efficiency, accuracy, and strategic insight.