ZoneReporting Overview – ZoneReporting Knowledge Base

Gain full-service insights from your ERP data

Deliver auto-updated reports to stakeholders with ease. Our Power BI dashboards are based on industry best practices, tailored to your business and fully integrated with NetSuite.

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100%	350+	99%+	300+
Of NetSuite transaction data	Connectors to data sources	Time saved preparing reports	Customers globally
Analyze all ERP data for deeper insights.	Integrate platforms like Salesforce and HubSpot.	Automate reports and free up hours every week.	Trusted worldwide for reporting transformation.

Best-practice business intelligence for Finance, Operations, Sales and more!


Solve data silos	Best-practice reports, faster
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.
Share without expense	Outsource your report updates
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.

Advanced business intelligence for growing companies

ZoneReporting is the only NetSuite- and Microsoft-approved solution that gives you up-to-date, industry-specific BI dashboards, helping you make faster, data-driven decisions.

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.

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.

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.