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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
NetSuite forces you to view each project P&L individually, creating hours of manual work when you need to see the big picture across multiple projects.
Here’s how to build an automated dashboard that pulls all your project financial data into one place and keeps it current without any manual exports.
Pull all project P&L data automatically using Coefficient
Coefficient connects directly to NetSuite and NetSuite to pull project financial data into your spreadsheet automatically. Instead of exporting individual project reports, you get all your project P&L data in one unified view that updates on schedule.
How to make it work
Step 1. Set up your NetSuite connection and import project records.
Use Coefficient’s Records & Lists import method to pull all project records with their financial fields. Select budget amounts, actual costs, revenue, and margin percentages. Apply filters to focus on active projects or specific date ranges you need for analysis.
Step 2. Import transaction data for detailed P&L components.
Pull transaction records filtered by project classification to get the detailed financial data behind each project. This gives you the raw data to build comprehensive P&L calculations that match your specific reporting needs.
Step 3. Import existing saved searches for quick setup.
If you already have NetSuite saved searches for project-specific P&L components, import them directly using Coefficient’s Saved Searches feature. This preserves all your existing logic while adding automation.
Step 4. Create your consolidated dashboard with pivot tables and charts.
Build pivot tables to summarize project performance across all active projects. Add charts to visualize profitability trends, budget vs actual variances, and project rankings. Use conditional formatting to highlight underperforming projects automatically.
Step 5. Schedule automatic refreshes to keep data current.
Set up hourly, daily, or weekly refresh schedules so your dashboard always shows current project data. You can also refresh manually anytime using the on-sheet button when you need the latest numbers immediately.
Get real-time project visibility across your entire portfolio
This automated approach transforms NetSuite’s project-by-project reporting into a dynamic portfolio management tool. Start building your consolidated project dashboard today.
