8 Prebuilt
Overview
This chapter provides information on all the prebuilt key metrics, visualizations, and workbooks that are shipped as the standard offering along with the product.
Prebuilt Analyses
Overview
Prebuilt Analyses are the functional analysis defined using the data visualization functionality in Oracle Analytics Cloud.
These analyses only use Analytic Currency metrics. These tables show the summary of predefined analyses available for each module.
Common
Prebuilt Analyses
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Data Augmentation Summary | Provides an overview of created data augmentations, including warehouse and semantic components. | Common - Data Augmentation |
| Warehouse Refresh Statistics | Provides insights into pipeline activity and performance. | Common - Warehouse Refresh Statistics |
| Data Validation |
Provides results of data validations between NetSuite Analytics Warehouse and Fusion Applications. |
Common - Data Validation |
| Custom Data Usage | Provides daily and monthly views of custom data storage usage. | Common - Custom Data Usage Metrics |
| Security Audit | Provides current and historical security assignments and security contexts. |
Security Assignment Security Audit History |
| Usage Tracking | Provide insights into system usage by analyzing user activities, and query performance. | Common Usage Tracking |
| Content Explorer - NetSuite Analytics Warehouse | Provides a view of business content, including subject areas, metrics, key metrics, and workbooks within NetSuite Analytics Warehouse. |
Content Explorer - Subject Areas Content Explorer - Workbooks Content Explorer - Business Questions |
Financials
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Financial Overview | Provides visibility into the top-level business metric visualization associated with the Posting things real time to Ledgers. | NA |
| Cash forecast Detailed Analysis | Provides comparative analysis across Cash Forecast amount, forecasted Cash Outlays, and forecasted Cash Receipts. | NetSuite - Customer Invoice, NetSuite - Customer Payment, NetSuite - Vendor Bill Payment, NetSuite - Vendor Bill, NetSuite - Credit Memo, NetSuite - Vendor Bill Credit, NetSuite - Credit Card Refund, NetSuite - Credit Card Charge |
| COGS Detailed Analysis | Shows Cost of Goods Sold by quarter and location. | NetSuite - Journal, NetSuite - GL Impact Adjustment, NetSuite - Vendor Bill, NetSuite - Vendor Bill Credit, NetSuite - Credit Card Refund, NetSuite - Expense Report, NetSuite - Item Receipt |
| DSO/DPO Detailed Analysis | Shows comparative time trend analysis between Days Sales Outstanding vs Days Payables outstanding. | NetSuite - Customer Invoice, NetSuite - Customer Payment, NetSuite - Vendor Bill Payment, NetSuite - Vendor Bill, NetSuite - Credit Memo, NetSuite - Vendor Bill Credit, NetSuite - Credit Card Charge, NetSuite - Inventory Snapshot, NetSuite - Inventory Item Location Quantity |
| Financial | Displays the operating expenses incurred by the business in day-to-day operations. Executives use this to optimize overall expenditures for improved profitability. It also records the aggregate amount owed to the business by its customers, based on due amounts against underlying invoices. It also covers the amounts owed by the business to its creditors or suppliers. It appears on the balance sheet under current liabilities. Addtionally, revenue transaction are displayed in a geo map by revenue source with additional tabular detail provided. | NetSuite - Expense Report, NetSuite - Vendor Bill, NetSuite - Customer Invoice, NetSuite - Credit Memo, NetSuite - Cash Sales, NetSuite - Journal, NetSuite - Vendor Bill Credit, NetSuite - Credit Card Charge, NetSuite - Customer Refund |
| Payable Detailed Analysis | Displays Account Payables balance by Subsidiay and location. This also shows AP outstanding and AP overdue. | NetSuite - Vendor Bill, NetSuite - Vendor Bill Credit |
| Receivable Detailed Analysis | Shows top 10 AR balances by customers as well as by subsidiary. | NetSuite - Customer Invoice, NetSuite - Credit Memo |
| Saas Metrics | Displays Revenue analysis by class, subsidiary, and location. Additional insights are available about MRR, LTV, LTV to CAC, Churn, renewal rate, and monthly acquisition cost. | NetSuite - Revenue Arrangement, NetSuite - Sales Order, NetSuite - Journal |
| Spend | Displays key sources of corporate spending by major category. Additional granularity is provided for supplier purchasing, department spend, and for employee expenses. | NetSuite - Expense Report, NetSuite - Vendor Bill, NetSuite - Purchase Order, NetSuite - Journal, NetSuite - Vendor Bill Credit, NetSuite - Credit Card Charge |
Industry Metrics
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Services | This workbook displays Revenue analysis by class, subsidiary, and location. Additional insights are available about MRR, LTV, LTV to CAC, Churn, renewal rate, and monthly acquisition cost. | NetSuite - Revenue Arrangement, NetSuite - Sales Order, NetSuite - Journal |
Inventory Management
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Inventory Overview | Provides visibility into top-level business metric visualization associated with management of inventory. | NA |
| Back Order Detailed Analysis | Displays all the key metrics for back ordered items at item level and location level including backordered quantity and value. | NetSuite - Inventory Count, NetSuite- Sales Orders, NetSuite - Inventory Item Location Quantity |
| Inventory Analysis | Helps to understand state of accuracy of inventory, transfer order and inventory transfers by location and adjustment amounts. | NetSuite - Inventory count, NetSuite - Inventory adjustment, NetSuite - Transfer order, NetSuite - Inventory transfer |
| Inventory Count Detailed Analysis | Shows all the inventory by classification along with other details about inventory count at item and location level. | NetSuite - Inventory Count |
| Inventory Detailed Analysis | Provides visibility into inventory and its value by various statuses as well as inventory count details by location, subsidiary, class, etc. | NetSuite - Inventory Count, NetSuite- Sales Orders, NetSuite - Inventory Item Location Quantity, NetSuite - Item Fulfillment, NetSuite - Item Receipt, NetSuite - Purchase Order |
| Inventory Transfer Detailed Analysis | Displays all the inventory transfers by subsidiary and other details such as transfer order amounts, location, etc. | NetSuite - Transfer Order, NetSuite - Inventory Transfer |
| Inventory Turnover Detailed Analysis | Displays key insights into Cost of inventory, Inventory Turnover, Sold inventory, Ordered inventory by key dimensions such as subsidiary, location, From (location), To (location), etc. | NetSuite - Inventory Count, NetSuite- Customer Invoice, NetSuite - Inventory Snapshot, NetSuite - Inventory Item Location Quantity |
| Item Cost Detailed Analysis | Shows Item cost vs purchase price as well as cost by various costing methods and other details around item cost. | NetSuite - Inventory Count, NetSuite - Purchase Order, NetSuite - Item Receipt |
Manufacturing
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Manufacturing | Review key production metrics regarding assembly build and unbuild as well as work order revewi and production details. Track inventory shortages based on production and pending fulfillments. Users can also do bill of material inquiry analsys. | NetSuite - Inventory Snapshot, NetSuite - Assembly Build, NetSuite - Assembly Unbuild, NetSuite - Item Fulfillment, NetSuite - Work Order, NetSuite - Sales Order, NetSuite - Work Order Close, NetSuite - Work Order Issue, NetSuite - Work Order Completion |
Order to Cash
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Order to Cash Transactions | Provides insights into transaction and metrics that falls under the order to cash workflow. | NA |
Procure to Pay
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Procure to Pay Transactions | Provides insights into transaction and metrics that falls under the procure to pay workflow. | NA |
Projects and Support Management Metrics
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Project Hours and Timesheet | Review project hours billed and approved as well as billable hour revenue. Review top clients by hours, top employees, and timesheet details. Users canalso do time tracking using in-built canvas. | NetSuite - Charge, NetSuite - Timesheet |
| Services | Review weekly and monthly charges as well as corressponding forecasts by type | Netsuite - Charge |
| Support and Case Incidents | Reivew Support Cases by Agent and support resolution flow and status. Utillize these metrics to review support rep productivity and to help gauge support details and efficiency. | NetSuite - Support Case |
Purchasing
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Procurement Overview | Provides visibility into top-level business metric visualization associated with buying goods and services from vendors. | |
| Procurement Detailed Analysis | Displays open Purchase Order amount by status and other PO details at line level. | NetSuite - Purchase Order, NetSuite - Item Receipt,NetSuite - Vendor Bill, NetSuite - Vendor Bill Credit |
| Purchase Order Detailed Analysis | Displays trending of open purchase orders, Quarterly average costs, and details about all purchase orders. | NetSuite - Purchase Order |
| Purchasing Analysis | Records what are the top vendors for purchase orders, top items for which returns are requested, rejected purchase contracts as well as requisitions that need approval. | NetSuite - Purchase order |
| Requisition Detailed Analysis | Shows requisitions by subsidiary and location with time trending and details at line level. | NetSuite - Purchase Requisition |
| Vendor Delivery Detailed Analysis | Provides insight into vendor performance in terms of late deleiveries as well as other PO details at line level. | NetSuite - Purchase Order |
| Vendor Payment Detailed Analysis | Shows trends in vendor bill payments received and overdue vendor bills by location and other details. | NetSuite - Vendor Bill, NetSuite - Vendor Bill Payment |
| Vendor Return Detailed Analysis | Compare vendor returns, return amount by location, item, and time | NetSuite - Purchase Order, NetSuite - Vendor Return Authorization |
| Vendor Spend Detailed Analysis | Displays top 10 vendors spends by category, location, and other details | NA |
Sales
| Analyses Detail | Analyses Description | Related Subject Areas |
|---|---|---|
| Order Management Overview | Provides visibility into top-level business metric visualization associated with Order to Cash, Fulfillment workflow. | NA |
| Sales Overview | Provides visibility into top-level business metric visualization associated with Lead to order workflow. | NA |
| Customer Growth | Helps you understand sales by providing insights into Average Sales Price, Selling Price, Order frequency, Customer lifetime sales, and trending of sales over time by customer. | NetSuite - Sales Order, NetSuite - Opportunity |
| Customer Invoice analysis | Records the top 10 paying customers, overdue invoice trending, average days to receive payment, and many other important details at invoice level. | NetSuite - Sales Order, NetSuite - Opportunity |
| Customer Payment Analysis | Uncovers answers such as who are top 10 customers by payment, what is the unused payment amount, and what is the total payment amount. | NetSuite - Customer Invoice, NetSuite - Item Fulfillment |
| Customer Returns Detailed Analysis | Helps understand what is return percent relative to sales orders, what is the value of good returned and by what customers, subsidiary, and items. | NetSuite - Customer Invoice, NetSuite - Sales Order |
| Customer Sales Detailed Analysis | Displays the top 10 customers by sales amount and quantity. | NetSuite - Sales Order |
| Forecast Accuracy Detailed Analysis | Helps us compare Forecast vs actuals by subsidiary and other details. | NetSuite - Item Fulfillment |
| Fulfillment Details | Help to understand at each line item level how is the fulfillment going such as how many items are fulfilled and when. | NetSuite - Sales Order |
| Gross Margin | Displays Net sales order amount, average order value, and open sales order. | NetSuite - Sales Order, NetSuite - Return Authorization |
| Invoice Details | Records detailed view on each invoice by covering important attributes, associated dates and customer details. | NetSuite - Customer Invoice |
| Invoice Detailed Analysis | Displays total invoice values by Subsidiary, Company name, and compare it to Open Sales orders. | NetSuite - Opportunity |
| Item Fulfillment Detailed Analysis | Provided insights into fulfillments by location, subsidiary and Company. | NetSuite - Customer Invoice, NetSuite - Customer Payment |
| Item Sales Detailed Analysis | Shows Sales vs Estimated gross profit as well as top 10 items sold. | NA |
| Net Sales Order Detailed Analysis | Displays Net sales order amount, average order value, and open sales order. | NA |
| Opportunity Win/Loss Detailed Analysis | Helps you understand at the line level - total closed, lost, and won opportunities. | NA |
| Order Management | Covers how a business is doing in an area of sales order by showing trending on average order amount, sales orders count, as well as a detailed list of attributes for each sales order. | NA |
| Overdue Invoice Analysis | This helps to understand which invoices are getting paid in time vs which are not and with how much delay. | NA |
| Overdue Invoice Detailed Analysis | Shows top 20 customers by overdue invoices as well as overdue invoices by subsidiary location and overdue days. | NA |
| Payment Detailed Analysis | Compares total number of open invoices with customer payment lines as well as distribution of payments received by method. | NA |
| Payment Details | This helps to understand for each invoice how much customer payment is received and when. | NA |
| Pipeline Detailed Analysis | Shows opportunities by status by sales representatives in addition to showing trending of same with time. | NA |
| Return Details | This helps to understand for each return authorization, what is the status, how many units of items are involved, and associated amounts. | NA |
| Sales Order Analysis | This helps to understand for each return authorization, what is the status, how many units of items are involved, and associated amounts. | NA |
| Sales Order Details | Provides a consolidated view of all sales orders irrespective os stauts/stage and corresponding amount. | NetSuite - Sales Order |
| Sales Order Detailed Analysis | This analysis helps you understand the volume of total open sales order volume and amount, as well as detailed information about each open sales order | NetSuite - Sales Order |
| Shipment Detailed Analysis | Provides insights into fulfillments by country, late vs on-time shipment, and other associated details. | NA |
Prebuilt Business Metrics
Overview
These measurements define and track specific business goals and objectives that often roll up into larger organizational strategies that require monitoring, improvement, and evaluation. Predefined business metrics allow you to view business performance and drill into the details to understand why a value may be off-target. Only Analytic Currency metrics are used in the predefined content.
Note:
Key metrics have replaced key performance indicators (KPIs) in release 24R1.Financials
| Business Metric Name | Business Metric Description | Related Subject Areas |
|---|---|---|
| Payable Analysis | Records the amounts owed by the business to its creditors or suppliers. It appears on the balance sheet under current liabilities. It uses the Accounts Payable metric from GL Balance Sheet Subject Area. | NetSuite - Vendor Bill, NetSuite - Vendor Bill Credit |
| Receivable Analysis | Records the aggregate amount owed to the business by its customers, based on due amounts against underlying invoices. | NetSuite - Customer Invoice, NetSuite - Credit Memo |
| COGS Analysis | Displays the operating expenses incurred by the business in day-to-day operations. | NetSuite - Vendor Bill, NetSuite - Vendor Bill Credit, NetSuite - Journal, NetSuite - GL Impact Adjustment, NetSuite - Item Receipt, NetSuite - Expense Report, NetSuite - Credit Card Charge |
| Cash Forecast | Displays forecasted cash receipts and outlays based on recorded GL transactions from the Balance Sheet. | NetSuite - Vendor Bill, NetSuite - Vendor Bill Payment, NetSuite - Vendor Bill Credit, NetSuite - Customer Invoice, NetSuite - Credit Memo, NetSuite - Credit Card Refund, NetSuite - Customer Payment, NetSuite - Credit Card Charge |
| DSO/DPO Analysis | Provides visibility into key financial metrics and the combined impact to cash conversion. The included metrics are: DSO, DPO, and DIO. | NetSuite - Vendor Bill, NetSuite - Vendor Bill Credit, NetSuite - Inventory Snapshot, NetSuite - Customer Payment, NetSuite - Vendor Bill Payment, NetSuite - Credit Memo, NetSuite - Customer Invoice |
Sales
| Business Metric Name | Business Metric Description | Related Subject Areas |
|---|---|---|
| Inventory Counts and Adjustments | This card summarizes the Inventory Counts and other Inventory Adjustments. | NetSuite - Inventory Count, NetSuite - Inventory Adjustment, NetSuite - Inventory Worksheet |
| Forecast Accuracy by Sales Rep | Compares the forecasted and actual goal accomplished by sales representatives. | NetSuite - Opportunity, NetSuite - Sales Order |
| Pipeline Analysis | Understanding the efficiency of sales function by analysing $$ amount and number of prospects at in various stages of conversion funnel | NetSuite - Opportunity, NetSuite - Sales Order |
| Top 10 Sold Items | Displays what are the top 10 sold Items | NetSuite - Customer Invoice, NetSuite - Sales Order |
| Sales by Top 10 Customers | Displays the volume and amount of sales for top 10 customers | NetSuite - Sales Order |
| Opportunity Win/Loss | Total amount and number of opportunities by status | NetSuite - Opportunity, NetSuite - Sales Order |
| Closed Sales Orders | This business metric tracks Sales Orders closed in the current period. | NetSuite - Return Authorization, NetSuite - Sales Order |
| Customer Payments | Shows the total amount in austomer Payments by subsidiary and company. | NetSuite - Customer Invoice, NetSuite - Customer Payment |
| Customer Return Authorizations | Displays Customer Return Authorizations by location. | NetSuite - Return Authorization, NetSuite - Sales Order |
| Overdue Customer Invoices | Displays total reamining balance from the Customer Invoices. | NetSuite - Customer Invoice |
| Open Customer Invoices | Displays amounts and number of Open Customer Invoices | NetSuite - Customer Invoice, NetSuite - Sales Order |
| Item Fulfillments | Tracks the total number of item fulfillments by location | NetSuite - Item Fulfillment, NetSuite - Sales Order |
| Net Sales Orders | Net Sales Orders Closed/ Won and Open Order Status | NetSuite - Return Authorization, NetSuite - Sales Order |
Purchasing
| Business Metric Name | Business Metric Description | Related Subject Areas |
|---|---|---|
| Procurement Analysis | Displays a summary of key purchasing business metric cards related to core business operations including Purchase Orders and Vendor Bills. | Netsuite - Purchase Order, NetSuite - Item Receipt, Netsuite - Vendor Bill, NetSuite - Vendor Bill Credit, NetSuite - Credit Card Charge |
| Vendor Payments | Displays amount and timing of vendor payments. | NetSuite - Vendor Bill, NetSuite - Vendor Bill Payment, NetSuite - Credit Card Charge |
| Vendor Returns | Shows total amount corresponding to vendor returns | NetSuite - Vendor Return Authorization, NetSuite - Purchase Order |
| Purchase Orders | Total amount corresponding to open purchase orders and actual number of open purchase orders | NetSuite - Vendor Bill, NetSuite - Purchase Order, NetSuite - Item Receipt |
| Requisitions | Displays total amount of purchase requisitions | NetSuite - Vendor Bill, NetSuite - purchase Order, NetSuite - Purchase Requisition |
| Vendor Spend Analysis | Review overall vendor spend for all purchase types. | NetSuite - Vendor Bill, NetSuite - Vendor Bill Credit, NetSuite - Credit Card Charge |
| Back Order Analysis | Review Open Sales Orders where Back Ordering of Items is required | NetSuite - Sales Order |
| Vendor Delivery Timing | Measure and review vendor delivery timing. | NetSuite - Purchase Order |
Inventory
| Business Metric Name | Business Metric Description | Related Subject Areas |
|---|---|---|
| Item Cost Analysis | Track historic costs of inventory items | NetSuite - Item Receipt, NetSuite - Purchase Order |
| Shipments Geo Map | Displays the total number of items shipment by GEO | NetSuite - Item Fulfillment, NetSuite - Sales Order |
| Inventory Turnover | How much inventory we sold vs ordered in a given period of time | NetSuite - Customer Invoice, NetSuite - Sales Order, NetSuite - Item Fulfillment, NetSuite - Inventory Snapshot, NetSuite - Inventory Item Location Quantity |
| Available Inventory | Total number of items available and corresponding value of each item | NetSuite - Inventory Item Location Quantity |
| Inventory Transfers | This card tracks inventory transfers between locations and subsidiaries. | NetSuite - Inventory Transfer, NetSuite - Transfer Order |
Prebuilt Dashboards
Overview
A dashboard is a top-level object for executive consumption containing multiple business metrics. Each dashboard typically contains as many as 8 composite visualizations that present an aggregated value for the business metric, a supplemental visualization, and with a drill down capability to Data Visualization content.
All prebuilt decks are migrated to workbooks in Oracle Analytics Cloud and you can find these in the Overview Dashboards folder, located within the parent application folder
Note:
Workbooks have replaced decks and visualizations have replaced cards in release 24R1.Prebuilt Workbooks - Financials
| Workbook Name | Workbook Description |
|---|---|
| Financial | Provides visibility into the top-level business metric dashboards associated with the Posting things real time to Ledgers. |
Prebuilt Workbooks - Inventory
| Workbook Name | Workbook Description |
|---|---|
| Inventory | Provides visibility into top-level business metric dashboards associated with management of inventory. |
Prebuilt Workbooks - NetSuite
| Workbook Name | Workbook Description |
|---|---|
| Order Management | Provides visibility into top-level business metric dashboards associated with Order to Cash, Fulfillment workflow. |
| Sales Overview | Provides visibility into top-level business metric dashboards associated with Lead to order workflow. |
| Procurement | Provides visibility into top-level business metric dashboards associated with buying goods and services from vendors. |
| Inventory | Provides visibility into top-level business metric dashboards associated with management of inventory. |
| Financial | Provides visibility into the top-level business metric dashboards associated with the Posting things real time to Ledgers. |
Prebuilt Workbooks - Purchasing
| Workbook Name | Workbook Description |
|---|---|
| Procurement | Provides visibility into top-level business metric dashboards associated with buying goods and services from vendors. |
Prebuilt Workbooks - Sales
| Workbook Name | Workbook Description |
|---|---|
| Order Management | Provides visibility into top-level business metric dashboards associated with Order to Cash, Fulfillment workflow. |
| Sales Overview | Provides visibility into top-level business metric dashboards associated with Lead to order workflow. |