Expert-led sessions designed to help you get the most from NetSuite ERP – from dashboards and CRM to inventory, WMS, budgets and analytics.
Here’s a recap of some of our Masterclasses that took place in 2025:
Session 1 – NetSuite Dashboards & KPIs
This was the opening session of the OSSM NetSuite Masterclass 2025, where our experts showed how to unlock real-time visibility with role-based dashboards, saved searches and KPIs. Attendees discovered how finance teams and operations managers can track performance in a single source of truth.
If you missed it live, don’t worry – simply fill in the form to access the session recording and exclusive guidebook
Session 2 – NetSuite CRM & Sales Pipeline
In Session 2, we shifted focus to the sales cycle – exploring how NetSuite CRM manages contacts, opportunities, pipeline and forecasts. This practical walkthrough showed how sales and finance teams can align on one version of the truth to boost accuracy and visibility.
Didn’t make it to the live event? Fill in the form below to download the guidebook and watch the full recording.
Session 3 – NetSuite Inventory Management
Building on CRM, Session 3 focused on stock control, covering dashboards, manual and WMS stock takes, importing items, adjustments, traceability and GL postings. Participants also saw the Item 360 dashboard and reporting tools in action, designed to give finance and operations a clear view of stock movements.
Complete the form to get the guidebook and recording for this session.
Session 4 – Smart Warehousing with NetSuite WMS
This expert-led session was a natural follow-up to Session 3, building on the tools and tactics around inventory visibility and control. In just one hour, attendees learnt how to manage fulfilment workflows, roll out mobile scanning, set up bin locations, and improve stock movements in real time.
Missed it live? Fill in the form to access the guidebook and watch the recording today.
Session 5 – Budgets, Planning & Forecasting in NetSuite
The 60-minute Masterclass focused on managing budgets, planning, and forecasts directly in NetSuite. It demonstrated how to build budgets, report on variances, and explored NetSuite Planning & Budgeting (NSPB) for advanced forecasting and modelling beyond spreadsheets. The session was designed for finance leaders and FP&A teams seeking greater control over their planning processes.
Complete the form to receive early access to the Budgets, Planning & Forecasting Guidebook and a free 30-minute consultation with an OSSM NetSuite expert.
Stay tuned for our upcoming Masterclasses in 2026:
Session 7 – NetSuite Project Management: Visibility & Control
This 60-minute Masterclass shows how to manage projects in NetSuite – from setup and task management to tracking time, resources and budgets with real-time visibility. You’ll also see best practices to improve scheduling accuracy, monitor profitability and keep projects on track from start to finish.
Session 8 – Reporting, Analytics
& AI in NetSuite
The final session in the OSSM NetSuite Masterclass series brings it all together with reporting and analytics.
You’ll learn how to build saved searches, use SuiteAnalytics, track KPIs, and harness AI-driven insights for better decision making.