The Shepherd BI Tool brings clarity and control to your financial analysis by delivering direct, filterable reporting from the NetSuite General Ledger. Whether you’re a CFO assessing margins, a controller checking compliance, or a service manager tracking team performance, this tool offers the insights you need—accurately and instantly.

Unlike external analytics platforms that rely on exported data and static dashboards, the Shepherd BI Tool pulls directly from your live GL data within NetSuite. This ensures every figure you see is up to date, auditable, and fully aligned with your accounting records. With just a few clicks, you can filter the data, group it by key dimensions, and save custom views for future use—eliminating the need to rebuild reports from scratch.

The power of the tool lies in its flexibility. Want to see how profitable a particular customer or service contract is? Simply group your results accordingly and view side-by-side comparisons. Need to evaluate team performance? Break the numbers down by technician or service order to identify patterns and opportunities. For executives planning geographic expansion, grouping by location can reveal the regions driving the most revenue or incurring the most cost.

Equipment managers can even use the BI Tool to compare the performance of individual machines—factoring in revenue, labor, parts costs, and more—to determine what’s delivering value and what’s not. And for companies offering rental services, filtering by rental contract reveals which models and customer types are most profitable.

Every filter, every grouping—whether by customer, contract, technician, or even transaction—brings a different strategic lens to your operational and financial data. And since filters can be saved, repeated insights are just a click away, making regular analysis faster and easier.

With the Shepherd BI Tool, the goal isn’t just reporting—it’s better decisions through deeper visibility. It puts the full weight of your financial data behind every strategic move, letting every team member—from the field to the C-suite—work smarter, with confidence.