NetSuite health score

ABOUT THIS DEMO

What this demo shows

A NetSuite account rarely breaks in one go. It drifts. A preference is changed to get a transaction through at month-end, a leaver keeps access, or a script deployed for a one-off fix keeps running. Each change is small, but after a few years the account is slower, harder to close and harder to trust.

This self-assessment gives you a quick read on that drift. It asks one question for each of the 12 areas I cover in a health check, grouped the same way as my checklist:

• Controls and set-up: enabled features, accounting preferences, accounting periods and locks, and the chart of accounts and segments.
• Security and access: roles and permissions, and user access and leavers.
• Data and finance: duplicate customers and vendors, bank reconciliation, and open subledger balances.
• Technical layer: scripts and workflows, integrations, and performance.

Each answer scores 0 to 3, and the total becomes a score out of 100. The bar chart shows each area, and the three weakest become your priorities, with the menu path to check and what to do next. Ties go to the controls, because preferences, period locks and access are usually the quickest wins.

The score is a starting point, not a verdict. It relies on your answers, and one serious gap, such as unapproved changes to vendor bank details, can matter more than the total. For the detail behind each question, read the full NetSuite health check checklist. If you'd rather have an independent view, the NetSuite Health Check reviews your account read-only and gives you a findings register and a prioritised plan.