Gain full-service insights from your ERP data
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Best-practice business intelligence for Finance, Operations, Sales and more
Does your data live in NetSuite, a CRM and all over the place? ZoneReporting brings together all your data sources in clear, always-updated Power BI dashboards.
Considering whether to build your reports or use ours? We spent 3+ years building flawless data visualizations, so you don’t have to. Start quickly with finance reporting, SaaS reporting, Supply Chain & Inventory reporting, CRM and Project reporting.
Are you struggling to make and share reports with stakeholders, the board, or the C-Suite? Provide ERP reports without the cost of ERP licenses. ZoneReporting offers Power BI dashboards that users can easily subscribe to for automatic updates.
No time to update your Power BI reports? We can handle all updates, ensuring your reports evolve as your business does. Ask about our convenient ZoneReporting professional services–you’re welcome to outsource your updates to us.
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Advanced business intelligence for growing companies
Financial BI reports
Get an overall picture of your financial health. Easily analyze and drill into visual data like top customers, revenue, volume, COGS, profitability, margin, items, subsidiaries and more. Watch a quick video or play with our Financial Power BI reports.
Software and SaaS BI reports
Instantly see the trends that are key to SaaS businesses. By bringing in sources like Salesforce, HubSpot and Google Analytics, we show the whole picture of customer value vs. acquisition cost. Play with our SaaS Power BI reports.
Supply chain & inventory BI reports
When an empty shelf means a missed sale, supply chain reporting is a must. Get an up-to-date view of items, sales orders, purchase orders, work orders – and even product inventory. Watch a quick video or play with our Supply Chain PowerBI reports.
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Project & services BI reports
Get insight into SuiteProjects and your full business services funnel. Drill into active and planned projects, look at utilization and resourcing and make smart plans. Watch a quick video or play with our SuiteProjects BI reports.
CRM BI reports
Using Salesforce CRM, HubSpot CRM or NetSuite CRM? See which opportunities will maximize revenue by looking at open/closed opportunities, pipeline analysis, forecast snapshot comparison and deal stage history metrics. Watch a quick video, or play with our CRM Power BI reports.
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ZoneBilling BI reports
Using ZoneBilling? Gain powerful MRR and ARR rollforward reports so you can see in advance when revenue will drop off. Plus see charges, upgrades, downgrades and cancellations to take proactive action. Watch a quick video or play with our ZoneBilling BI reports.
Frequently asked questions
Implementation typically takes 4-8 weeks, depending on the number of data sources and customizations you request. Additional data sources, such as Salesforce, Hubspot and Google, will require some additional time to implement. This additional time is used to set up your ZoneReporting data model to merge sources and give you clean reports, every time, in your preferred view.
If you choose to export your ZoneReporting Power BI reports and then share to stakeholders, they do not need a Power BI license.
If you choose to share the interactive, up-to-date ZoneReporting dashboards with stakeholders, each of them will need a Power BI pro license. These licenses are approximately 90% more cost-effective than a NetSuite license.
ZoneReporting is built on Power BI, which enables you to bring in any of hundreds of data sources. Power BI includes over 350+ connectors. Most customers choose to connect with Google Analytics, Salesforce and/or HubSpot.
Yes. ZoneReporting is built on Power BI, which is Microsoft’s industry-leading business intelligence tool. This tool includes GenAI and Intelligent AI features, so you can query your reports and gain additional insights.
Yes, ZoneReporting reports and dashboards are available exclusively on Microsoft Power BI. This gives the user benefits such as
- the #1 BI tool that is common to use
- best-in-class data visualizations, charts, and graphs
- inexpensive licenses to see, subscribe to, and/or drill into reports
- easy sharing and alerts by subscribing to updates
- easy exporting to other tools like PowerPoint and Excel
Additionally, you can embed the BI dashboards back into your NetSuite portlets.
Customers can choose between modifying their own reports, or having Zone Professional Services handle report updates and customizations on your behalf. Our professional services are available as recurring subscriptions so you always know that services will be on time and within budget. Alternatively, you can also choose one-time professional services.