Salesforce reporting
Salesforce reports and dashboards for sales ops, with NetSuite remaining the financial system of record.
Salesforce is the system of record for leads, opportunities, and forecast; NetSuite is the system of record for orders, invoices, cash, and recognized revenue. We build Salesforce reports, dashboards, and joined views for pipeline quality, conversion, and aging.
A small set of ERP facts (order status, invoice, payment, credit hold) can surface in Salesforce so sales numbers are not a second set of books. Cross-system bookings-to-revenue analysis belongs in a defined model, not a dump of the general ledger into CRM.
What this engagement covers
Pipeline and conversion
Reports and dashboards sales ops can run for quality, conversion, and aging without owning the ledger.
ERP facts in CRM
Order status, invoice, payment, and credit hold where sales needs them, sourced from NetSuite.
Bookings to revenue
A defined model for how pipeline becomes recognized revenue, not a general-ledger export into Salesforce.