NetSuite Board Pack

A board-ready starting point for your NetSuite financial review, with saved reports and monthly performance.

A financial board-pack starter with executive KPIs, monthly trends, profit and loss, balance sheet, cash flow, sales by customer, inventory, budgets and review controls. Uses your NetSuite MCP connection and restores private saved report results before refreshing. Installs an editable App with no sample financial data. Business area: Reporting & Analytics · Type: App Built for: CFO, Controller, Finance manager Works with: NetSuite

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Data and resources

• NetSuite financial reports (Tool action): Read standard reports through your own NetSuite authorization.
• NetSuite reporting metadata (Tool action): Read subsidiary currencies, fiscal periods, controls and account detail.

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Install and use

Open Library → Apps in Erstan and select NetSuite Board Pack. Review its requirements, choose a destination and the requested resources, then complete the installation review. See Adding Apps. Open the installed App from Artifacts. Review its data and setup status before sharing it. Later edits remain a draft until you publish them. See Create and edit an App.

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Access and actions

The App uses the viewer’s access to its connected systems and resources. App sharing does not share credentials or grant access to a Sheet, Database, or Data Source. Actions follow the configured permissions and approval policy. See Connect App data.