All Products

GraphPro

for NetSuite

Turn your saved searches into live, interactive trend charts — with moving averages, trailing sums, and KPI summary cards — right on your NetSuite Home dashboard. No exports, no spreadsheets.

Data Converted into Actionable Trends

Utilize trailing 12-month analysis and moving averages to reveal hidden insights and trends.

10 Saved Searches in One Portlet

Chart the searches your team already maintains with intuitive summing and category selections.

Deep Visual Breakdowns & Aesthetics

Run multi-dimensional data segmentation with stacked graphs, pie charts, and color themes.
Book a Free Meeting

Core Charting Capabilities

Four charting features turn the saved searches you already maintain into a live trend view — no exports, no rebuild.

Saved-Search Charting

Chart up to 10 saved searches in a single portlet — view one at a time, or compare several side by side on the same chart.

  • Daily, weekly, monthly, quarterly, or yearly grouping — calendar-aligned
  • Line, column, or horizontal bar chart types

Moving Averages & Trailing Sums

See the real trend beneath period-to-period noise, or switch any search to rolling totals.

  • Configurable 2–30 period moving-average overlay with slider
  • Trailing Sum mode for rolling totals, e.g., trailing 12-month revenue

Stacked Breakdowns & Themes

Split any search into a stacked chart by a column’s distinct values — sales by rep, expenses by department.

  • Stacked areas or bars, one segment per distinct value
  • Five curated color themes — red is reserved for negative change

KPI Cards & Live Legend

Every active search gets a KPI card summarizing its latest value, N-period average, and previous-period change.

  • Green ▲ / red ▼ change indicators at a glance
  • Clickable legend chips show or hide any series instantly

Your Dashboard, Your Trends

  • Tabs & Comparison: One tab per search; Ctrl-click to compare several on a single chart. Your selection is remembered automatically.
  • Moving-Average Slider: Drag to widen or narrow the window — the chart and KPI cards update immediately.
  • KPI Cards: Latest value, N-period average, and previous-period change for every active search.
  • Live Legend: Click any legend chip to show or hide a series without leaving the dashboard.

The

Graph Pro portlet: search tabs, KPI cards, moving-average overlay, and clickable legend.

Stacked column view: sales by rep, monthly grouping, with the 3-period moving average of the stacked total overlaid.

Split Any Search by the Column That Matters

  • Stacked Segments: One segment per distinct value in the column you pick — sales by rep, expenses by department, revenue by subsidiary.
  • Chart Types: Line, column, or horizontal bar, as stacked areas or stacked bars.
  • Calendar-Aligned Grouping: Daily, weekly, monthly, quarterly, or yearly — periods line up with your fiscal calendar.
  • Curated Themes: Five color themes to match yourdashboard; red stays reserved for negative change.

Built for Everyday Reporting

Multiple Instances

Add Graph Pro more than once and place ready-made widgets — Sales, AR Aging, Cash Flow — side by side on a single dashboard, each pre- configured with its own searches and settings.

Personal by Design

Tab selection and moving-average window are private to each user, while the underlying saved-search definitions stay shared and consistent across the team.

Safe & Read-Only

Graph Pro only reads your saved searches. Nothing is ever written back, and NetSuite roles, permissions, and record-level governance are fully respected.

Works With What You Have

No new data model and no integration project — point the portlet at the saved searches your team already maintains and pick the columns to chart.