Workbooks, Dashboards & Forecasting
Interactive analysis surfaces, operational dashboards, and predictive intelligence — all powered by direct SuiteQL access to your NetSuite data.
Request a DemoOperational visibility, built your way
Drag-and-drop dashboard builder with AI-powered compute cards. Embed anywhere — NetSuite subtabs, portlets, or standalone.
Drag-and-drop builder
12-column grid layout, no code required
AI compute cards
Dashboard widgets that invoke agents for live insights
Interactive controls
Date pickers, sliders, dropdowns for dynamic filtering
20 pre-built templates
AP Cash Management, AR Aging, Cash Flow Forecast, Customer Profitability, Executive Revenue, Inventory Health, Month-End Close, and more
Embeddable
Place dashboards directly in NetSuite record subtabs and portlets
Public sharing
Token-based access for external stakeholders
Analysis that tells a story
Rich interactive documents that combine narrative text, live code, SQL queries, and visualizations in a single shareable surface.
Multi-cell documents
Combine markdown, Python, SuiteQL, and chart cells
Sandboxed Python
Full pandas, numpy, scikit-learn, plotly, networkx in a secure sandbox
Inline SuiteQL
Query NetSuite data directly within workbook cells
Template library
Consultant-grade pre-built analysis templates
Version history
Track changes with full version control
Shareable
Public links or embedded in NetSuite for team access
Start with best practices
20 dashboard templates and 150+ analysis playbooks, each with optimized SuiteQL queries and analytical frameworks.
Cash & Liquidity
- Cash flow forecast
- AP cash management
- AR aging & collections
Revenue & Profitability
- Executive revenue overview
- Customer profitability
- Profitability analyzer
Cost & Spend
- Vendor scorecard
- Expense analysis
Operations
- Month-end close status
- Inventory health
- Sales pipeline tracker
Advanced
- KPI balanced scorecard
- Department performance
- Benchmark comparison
Risk & Compliance
- Fraud detection patterns
- SOD violation scanner
- Audit trail reports
Predict what's next
Statistical and driver-based forecasting with scenario modeling, confidence intervals, and sensitivity analysis.
{
"scenario": "base",
"growth_rate": 0.12,
"include_pipeline": true,
"horizon_weeks": 13,
"covenant_floor_m": 3.6
}import pandas as pd
from forecast.cash import cash_model
wk = cash_model(scenario="base", growth=0.12,
include_pipeline=True, horizon=13)
wk.plot_band(covenant_floor=3.6) # projected cash + 80% confidence bandProjected cash dips to $3.92M in Week 3 — $320K above the $3.60M covenant floor. The drop is driven by the annual insurance premium landing in the same week as payroll.
The base case clears the covenant in all 13 weeks. The 80% confidence band’s lower edge gets closest in Week 11, at $3.70M — only $100K of headroom — so the pinch point moves late if collections slip.
{
"scenario": "base",
"growth_rate": 0.12,
"include_pipeline": true,
"horizon_weeks": 13,
"covenant_floor_m": 3.6
}import pandas as pd
from forecast.cash import cash_model
wk = cash_model(scenario="base", growth=0.12,
include_pipeline=True, horizon=13)
wk.plot_band(covenant_floor=3.6) # projected cash + 80% confidence bandProjected cash dips to $3.92M in Week 3 — $320K above the $3.60M covenant floor. The drop is driven by the annual insurance premium landing in the same week as payroll.
The base case clears the covenant in all 13 weeks. The 80% confidence band’s lower edge gets closest in Week 11, at $3.70M — only $100K of headroom — so the pinch point moves late if collections slip.
Revenue forecasting
Analyzes 36 months of history, models seasonality indices, provides confidence intervals.
Rolling forecasts
12-18 month rolling forecasts with driver-based models and MAPE accuracy tracking.
Cash flow projection
13-week rolling forecast with probability-weighted collections by aging bucket.
Scenario modeling
Bear/base/bull cases with sensitivity analysis from -20% to +20% across revenue, costs, and headcount.
Breakeven analysis
Contribution margin analysis with sensitivity to price, volume, and cost changes.
Variance analysis
Automated budget vs actual comparison with drill-down into material variances and root cause identification.
No-code analytics for the whole team
Natural language queries
Ask questions in plain English, get visualizations
No-code dashboard builder
Drag, drop, publish
Smart alerts
Configurable threshold notifications across any metric
Collaboration
Share, comment, and iterate on analysis as a team
See analytics in action
Book a personalized demo to see workbooks, dashboards, and forecasting powered by your NetSuite data.