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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.”
Live NetSuite project profitability data in Excel tracking sheets provides real-time visibility into project margins and budget utilization. You can combine project budgets, actual costs, time entries, and billing data for comprehensive profitability analysis that updates automatically.
This approach eliminates manual project reporting processes and enables project managers to identify profitability issues early for proactive resource allocation decisions.
Track project profitability live with Coefficient
Coefficient enables live NetSuite project profitability data integration with Excel tracking sheets through direct access to project records, time tracking, and expense data. You can import comprehensive project information including project budgets, actual costs, time entries, expense transactions, and billing data.
How to make it work
Step 1. Import comprehensive project data.
Connect to project records, time tracking, and expense data from NetSuite. Import project budgets, actual costs, time entries, expense transactions, and billing data. Filter by project status, customer, project manager, and date ranges.
Step 2. Combine with cost allocation data.
Combine project data with employee cost rates and overhead allocations to create detailed project profitability models. This provides complete visibility into project margins beyond what NetSuite’s native project reports offer.
Step 3. Set up automated refresh schedules.
Configure automated refresh so your tracking sheets always reflect current project costs and billing status as new time and expenses are recorded in NetSuite. This eliminates manual project reporting processes.
Step 4. Enable proactive project management.
Use real-time data to identify profitability issues early and make data-driven decisions about resource allocation and project scope adjustments. Track budget utilization and resource allocation across active projects.
Manage projects with live data
Live NetSuite project profitability data transforms project management from reactive to proactive by providing real-time visibility into project performance and enabling early intervention when margins decline. Start tracking your project profitability with live data today.
