Your numbers are already in NetSuite. Getting a real dashboard out of them shouldn't mean a data warehouse, a BI licence, and a sync that breaks every quarter. I'll teach your team to design dashboards using AI, then build them natively into NetSuite — one every month, or one every second month.
Five working samples, running on live data for a fictional manufacturer. No form, no sign-up.
The standard answer to "we need better dashboards" is to move your data somewhere else first. A warehouse, an extract layer, a BI tool, and a person to keep it all in sync. It's a six-figure decision, and it's probably been deferred twice already.
The dashboard runs inside your account, on your existing roles and permissions. No export, no third-party store, nothing new for IT to review or secure.
No per-user BI seats, no warehouse compute, no connector subscription. The dashboard is a page in NetSuite like any other.
There's no pipeline to break at 2am. The numbers come from your saved searches, so they're the same numbers your team already reconciles against.
The people who know what the dashboard should show are the people who use it every day — not a consultant guessing at it through a requirements doc. So they design it, with AI doing the heavy lifting, and I handle everything that has to be right.
One working call where I show your team how to mock up a dashboard using AI, working from your own saved searches. We build the first one together on the call.
They describe what they want to see and iterate on the design until it's right — no tickets, no waiting on me, no explaining a chart in an email. A short video library covers the parts they'll hit along the way.
The part that quietly ruins dashboards. I confirm the saved search returns what your team thinks it returns — no double-counted lines, no missing subsidiaries, no silently dropped intercompany rows.
The mockup becomes a Suitelet deployed into your account, on the roles you specify. Large datasets get pre-processed so the page loads fast instead of timing out.
Every dashboard already delivered keeps working. When NetSuite changes, when your chart of accounts changes, when someone renames a saved search — that's covered, for as long as you're subscribed.
If your team designs the dashboard, it's fair to ask what you're paying me for. It isn't design. It's twelve years of knowing what NetSuite will and won't do, and what breaks six months after go-live.
A saved search that looks correct and quietly double-counts is the most common reporting failure there is. Catching that before it reaches a board pack is most of the value.
Governance limits, row caps, search performance. Knowing what runs cleanly at 200,000 lines and what will time out — before it gets built, not after.
Large datasets get staged ahead of time rather than queried live, so a heavy dashboard opens in under ten seconds instead of hanging. Knowing which dashboards need that is the judgment call.
Five of them as Head of Technology inside a manufacturing business, accountable for whether the reporting actually worked. Most of what I contribute is knowing which good ideas don't survive contact with a live account.
Five working dashboards, running on generated data for a fictional manufacturer. Not screenshots — click into them, expand the accounts, drag the schedule around. And they all reconcile to each other, which is the whole argument for building them in one place.
The executive summary is the way in — every headline number links through to the dashboard behind it.
Monthly profit and loss against budget and prior year, with drill-down to GL account level and switchable comparisons.
Open sample →Cross-filtered order analysis — click any chart to filter the rest, then expand an order to see its line items.
Open sample →A drag-and-drop visual plan across work centres — move an order or stretch its end date and the schedule updates live.
Open sample →ARR, MRR movement, retention and cohort analysis — measured against published B2B SaaS benchmarks.
Open sample →Most clients start on a build plan, get the dashboards their business needs over six to twelve months, then drop back to Maintain and keep them all running. That's the intended path, not a downgrade.
A new dashboard every month
A new dashboard every second month
No new builds
While you're on Accelerate or Steady, support for everything already delivered is part of the fee. Maintain is where you land once you've got the dashboards you need and just want them looked after — priced on how many you hold, because the more there are, the more there is to keep running.
| Dashboards you hold | Support included | Per month |
|---|---|---|
| 1–5 | 4 hours / month | $880 |
| 6–10 | 6 hours / month | $1,320 |
| 11 or more | 8 hours / month | $1,760 |
Onboarding: $1,950 once, waived on an annual commitment. Billed monthly, exclusive of GST. No fixed term — 30 days' notice either way.
The dashboards are licensed, not sold. They only run while you're on a plan. Once you've finished building, Maintain is the minimum plan that keeps them working — there is no option that leaves them running without a subscription.
If you cancel, the dashboards stop working. Nothing is deleted, and they come back on the day you restart — but they will not run without an active plan.
Deliberately few constraints — there's almost always a way to make something work. But it's better to know the boundaries before your team spends a week designing something that can't be built.
This is the one hard rule. If your team can get it into a saved search, it can go on a dashboard. If it can't, we work out together how to get it there first — that's part of the onboarding, not an extra.
Above a certain volume, results are pre-processed on a schedule so the page loads in under ten seconds. Those tiles carry a visible "as at" timestamp, so nobody has to wonder why a figure differs from a search they've just run.
A page can carry as many tiles, charts, and tables as it needs, with filters and drill-through. It's a page, not a chart — and not a twelve-page reporting suite.
They are licensed, not sold, and only run while you're on a plan. Maintain is the minimum once you've finished building. Cancel and the dashboards stop working — nothing is deleted, and they come back the day you restart, but they will not run without a subscription.
If a month passes without a design coming through, that build doesn't bank. The cadence is what keeps the program moving, and the support component is running either way.
Book a call and bring a saved search you already rely on. We'll mock up a dashboard from it on the call, and you'll know within twenty minutes whether this is worth doing.
Seven saved-search mistakes that make the same number come out differently in two places — and how to find them in your own account.
One email with the guide. No newsletter, no sequence, unsubscribe any time.