Customer 360 Enhancements in NetSuite 2025.1

Starting in NetSuite 2025.1, significant updates have been made to the Customer 360 page, enhancing capabilities for tracking customer behaviors and financial metrics. This update introduces new tabs that provide in-depth insights into opportunities, orders, returns, and receivables, streamlining the user experience for CRM administrators and users.

What's New in Customer 360

Opportunities and Estimates Tab

The new Opportunities and Estimates tab allows users to effectively track potential sales and related estimates. Users can now view key metrics, including:

• Projected Total: The total revenue expected from opportunities.
• Weighted Total: A calculated total that takes into account the probability of closing each opportunity.
• Opportunities Won: A tally of opportunities that have been successfully converted into sales.

Orders and Returns Tab

The Orders and Returns tab is a valuable addition for monitoring order statuses and managing returns. Key features include:

• Order Status Monitoring: View and track various statuses of orders in real-time.
• Average Order Value: Quickly assess the average revenue per order.
• Filtering Capabilities: Filter orders by type and status, making it easier to manage specific order segments.

Receivables Tab

The Receivables tab provides financial insights directly linked to customers. This tab displays:

• Invoice Statuses: Clear visibility into open and overdue invoices.
• Available Credit Memos: Shows available credit limits and balances pulled directly from the customer record, allowing for easier management of receivables and credit assessments.

Accessing Customer 360

Users can access the enhanced Customer 360 functionalities through multiple pathways:

• By clicking the View Customer 360 link directly on the customer record.
• By utilizing the Switch to Customer 360 View link from the Customer Dashboard.
• By clicking the icon located next to the customer dashboard on the left side, offering quick navigation to the enhanced view.

Who This Affects

The introduction of these new features in Customer 360 impacts several roles within the organization, particularly:

• Administrators: Responsible for setting up and maintaining the Customer 360 page.
• CRM Users: Those who deliver sales and customer service; they will benefit from better insights and tracking capabilities.
• Financial Teams: Users who manage invoicing and receivables, as improved visibility can enhance cash flow management.

Key Takeaways

• NetSuite 2025.1 enhances the Customer 360 experience with new tabs for tracking opportunities, orders, and receivables.
• The Opportunities and Estimates tab introduces relevant metrics for sales forecasting.
• The Orders and Returns tab improves order management efficiency with robust filtering options.
• Users can navigate the Customer 360 page through multiple links for streamlined access.
• The changes aim to provide a holistic view of customer interactions, ultimately aiding in better decision-making and customer service.