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Social Workshop: Using NetSuite SuiteAnalytics to Build Grant Presentation for Non-Profit

Nonprofits face increasing pressure to show accountability, transparency, and impact. Whether reporting to donors, preparing grant applications, or presenting to a board, finance teams in the nonprofit sector must deliver clear insights into program funding, expenses, and outcomes. Traditional spreadsheets and static reports often fail to capture the complexity of nonprofit operations. This is where NetSuite SuiteAnalytics emerges as a powerful enabler.

At the upcoming Social Impact Workshop: Create Interactive Charts and Tables for Program and Grant Financials on Tuesday, October 14, 2025, from 2:00 p.m. to 3:00 p.m. CDT, nonprofits will learn how to use SuiteAnalytics to create datasets, build visual dashboards, and transform raw data into actionable insights. A follow-up workshop is also scheduled for Tuesday, October 21, 2025, ensuring participants gain hands-on practice and reinforcement.

By leveraging NetSuite SuiteAnalytics, nonprofit finance leaders can move beyond manual data entry and fragmented reports, toward interactive, real-time financial intelligence that supports stronger decision-making.

Nonprofits operate in a dynamic environment where grants, restricted funds, and compliance reporting intersect. The need for precise, timely reporting is critical. NetSuite SuiteAnalytics is designed to provide nonprofits with the ability to:

  • Consolidate financial, program, and grant data into one platform.
  • Reduce reliance on offline spreadsheets and manual reconciliations.
  • Build interactive reports that show financial performance at both macro and micro levels.
  • Visualize program-specific income, expenses, and grant utilization.

SuiteAnalytics allows nonprofit leaders to go beyond numbers. It enables storytelling through dashboards that highlight program impact, grant performance, and financial sustainability. This visibility is not just useful—it is essential for organizations that must prove accountability to donors, regulators, and stakeholders.

Key Features of NetSuite SuiteAnalytics for Nonprofits

The workshop will focus on practical demonstrations of how NetSuite SuiteAnalytics equips nonprofits with smarter financial management tools. Key capabilities include:

  1. Creating Datasets for Financial Insights: Participants will learn how to create datasets that bring together program and grant financials. Instead of maintaining scattered files, SuiteAnalytics centralizes critical information so decision-makers can view complete financial pictures in real time.
  2. Building Workbooks and Dashboards: Nonprofits can build SuiteAnalytics workbooks to generate pivot tables, graphs, and charts tailored for board presentations or grant reporting. Dashboards ensure that executives, finance leaders, and program managers see only the most relevant data.
  3. Interactive Visualizations: Static spreadsheets limit understanding. With SuiteAnalytics, nonprofits can design interactive charts and tables that allow users to drill down into specific transactions, track grant restrictions, or monitor program expenses.
  4. Grant Income and Expense Tracking: One of the toughest challenges nonprofits face is ensuring grant income and expense reporting aligns with restrictions. SuiteAnalytics provides structured workflows for tracking revenue, expense recognition, and release from restrictions, minimizing compliance risks.
  5. Data-Driven Collaboration: SuiteAnalytics also enables cross-department collaboration. Program managers can see how funds are allocated, while finance teams can ensure compliance, and executives can visualize the broader impact.

What Participants Will Learn with NetSuite SuiteAnalytics

This Suite Capacity workshop is designed as a hands-on experience for nonprofit finance teams. Attendees will walk away with the ability to:

  • Create SuiteAnalytics datasets for grant-related revenue and expenses.
  • Design financial dashboards that provide visibility into program and grant performance.
  • Build charts and pivot tables that enhance board reporting and donor transparency.
  • Customize dashboards to fit organizational reporting needs.
  • Engage with other nonprofits to share strategies and best practices in leveraging SuiteAnalytics.

The follow-up workshop on October 21, 2025 provides additional guidance, reinforcing skills learned in the first session and deepening the practical application of SuiteAnalytics in nonprofit reporting.

SuiteAnalytics vs Microsoft: Why Nonprofits Choose NetSuite

Many nonprofits still rely on Microsoft Excel or Microsoft-based financial systems to track grants and program financials. While these tools are familiar, they lack the scalability, automation, and visualization capabilities of NetSuite SuiteAnalytics.

Key reasons nonprofits choose SuiteAnalytics over Microsoft include:

  • Centralized Data: Unlike Excel files scattered across teams, SuiteAnalytics stores and processes data within the NetSuite ecosystem.
  • Real-Time Accuracy: Financial data updates automatically, reducing the risk of outdated or duplicate information.
  • Advanced Reporting: Microsoft solutions often require manual customization, while SuiteAnalytics provides pre-built nonprofit-focused templates.
  • Collaboration-Friendly: NetSuite dashboards can be shared across teams, improving visibility and accountability.

This workshop underscores why nonprofit organizations looking to scale, comply with grant requirements, and demonstrate transparency benefit from adopting SuiteAnalytics as their financial reporting engine.

Eligibility for Participation

This Social Impact Workshop is designed specifically for eligible nonprofit NetSuite customers. Participation criteria include:

  • The organization’s primary purpose must be non-religious and non-political.
  • The organization must not discriminate based on race, ethnicity, religion, gender, sexual orientation, age, disability, appearance, language, education, or veteran status.
  • The organization cannot be a government entity or a public higher education institution.

By meeting these eligibility requirements, nonprofits ensure that the focus remains on empowering mission-driven organizations that prioritize inclusivity and social good.

NetSuite SuiteAnalytics

Featured Speaker

The workshop will be led by Steve Heye, Social Impact Business Process Director at Oracle NetSuite. With deep expertise in nonprofit technology transformation, Steve brings practical insights into how nonprofits can maximize the value of NetSuite SuiteAnalytics. His guidance will help participants bridge the gap between technical features and real-world nonprofit challenges.

Conclusion: How NetSuite SuiteAnalytics Strengthens Grant Management

Nonprofits today cannot afford to rely on outdated tools for grant management and program reporting. Donors, regulators, and boards demand more visibility, more transparency, and more accuracy. By adopting NetSuite SuiteAnalytics, nonprofits can:

  • Eliminate inefficiencies in manual reporting.
  • Gain real-time insights into grant performance.
  • Build financial dashboards that tell a compelling story of impact.
  • Align program and financial data for stronger decision-making.

The Social Impact Workshop: Create Interactive Charts and Tables for Program and Grant Financials is an unmissable opportunity for nonprofits to see SuiteAnalytics in action. From building datasets to designing dashboards, this workshop provides both the tools and strategies nonprofit leaders need to transform financial reporting.

With NetSuite SuiteAnalytics, nonprofits can future-proof their financial operations, enhance donor trust, and deliver greater impact on the communities they serve.