Customer Performance Report in NetSuite
One of our Australian- clients had a custom requirement in the customer dashboard. They wanted to create a customer performance report that needed to be exported as a PDF (Portable Document Format).
Requirement
Our client required us to customize the Customer Dashboard as per requirement and to create a Report on Sales Performance that can be exported as a PDF.
Solution
Our experts examined the details of the client’s requirement and provided the solution by customizing the customer dashboard as per the requirement and by creating a quarterly report on sales performance that can be exported as a pdf as well.
Our developers created a portlet through which the users/admin can view the “Performance Report”. On clicking the button on the“Customer Record”, the sales rep can view the report as well as export it in PDF format for business purposes.
Result
We have successfully customized NetSuite that helped both business and customers to assess the B2B business performance to assure constant customer engagement for mutual benefits.
