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Help Center / NetSuite / Features

One-Click Dashboards in Excel

NetXcel opens to a gallery of ready-made dashboards: Financial, Sales, and Purchase today, with Inventory on the way.

NetXcel's home screen is a one-click dashboard gallery: Financial, Sales, and Purchase are live. Inventory is Coming Soon. Pick one, and NetXcel builds a data sheet and a formatted dashboard sheet in your workbook, refreshable on demand. No manual chart or pivot table setup.

Separately, the Reports library (see Running Reports) has report-style dashboards you run like any other report, not one-click builds: Sales Summary, Open Sales Orders, Open Purchase Orders, PO Summary, Item Receipts, AR Aging, AP Aging, and monthly Income Statement, Cash Flow, and Balance Sheet dashboards.