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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.”
Coefficient provides powerful dynamic filtering capabilities to extract both inactive and active NetSuite accounts to Excel, with automatic updates as account statuses change and comprehensive lifecycle tracking.
This dynamic approach ensures complete visibility into your COA lifecycle without manual status checking, enabling cleanup opportunity identification and compliance monitoring.
Track account status changes automatically
The system captures activation and deactivation events automatically, maintains historical tracking, and provides alert configuration for newly inactive accounts with reactivation monitoring.
How to make it work
Step 1. Set up comprehensive status tracking.
Import all accounts via Records & Lists → Account and include “Is Inactive” or “Status” field. Use Excel filters and slicers for dynamic viewing with both active and inactive accounts in one dataset for complete visibility.
Step 2. Create separate filtered views.
For active accounts sheet, add filter “Is Inactive equals False” to import only currently active accounts. For inactive accounts sheet, add filter “Is Inactive equals True” to track deactivated accounts with historical context.
Step 3. Implement advanced filtering options.
Combine with date filters like “Inactive Date after [date]” for recent changes, add account type filters for specific analysis, and include subsidiary filters for entity-specific views with comprehensive segmentation.
Step 4. Build dynamic dashboard and analysis.
Create summary cards showing active count, inactive count, and percentage inactive. Build status timeline charts showing changes over time, exception reports for recently deactivated accounts, and audit trails for complete status history.
Master complete account lifecycle visibility
This approach enables inactive account impact analysis, cleanup opportunity identification, and historical status trend reporting with automatic status change capture. Start tracking your complete account lifecycle today.
