)
Written by
Table of Contents
“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 workflows can’t detect gradual declining trends over time periods because they work with static field changes, not calculated trend analysis. You need sophisticated monitoring that tracks order value patterns and identifies declining customers before they churn.
Here’s how to build automated customer risk monitoring that detects declining order values using live NetSuite data and advanced trend calculations.
Create declining order value alerts using Coefficient
Coefficient enables sophisticated trend detection that NetSuite workflows simply can’t handle. While NetSuite saved searches show current order data, they can’t calculate rolling averages or percentage changes over time periods.
How to make it work
Step 1. Import sales transaction data with automated refreshes.
Use Records & Lists to pull Sales Order records including customer ID, order date, and total amount. Configure daily automated refreshes to capture new orders immediately. This creates the foundation for real-time trend analysis that NetSuite can’t provide natively.
Step 2. Build trend analysis models with rolling calculations.
Create spreadsheet formulas to calculate rolling averages over 30, 60, and 90-day periods. Add percentage change calculations to identify declining patterns that NetSuite saved searches can’t detect. Use functions like AVERAGEIFS and percentage variance formulas to spot gradual declines.
Step 3. Set up multi-criteria risk scoring.
Combine order value trends with payment patterns and order frequency changes. Create weighted scoring models that generate comprehensive customer health scores. This multi-dimensional approach catches risk signals that single-metric alerts miss.
Step 4. Configure automated threshold alerts and dashboards.
Set up conditional formatting and email notifications when customers show declining order values beyond defined thresholds (like 25% decrease over 60 days). Build visual dashboards showing at-risk customers with declining engagement signals that update automatically as new data flows from NetSuite.
Catch declining customers before they churn
Automated order value decline detection provides the nuanced churn prevention that NetSuite workflows can’t deliver. With trend analysis and real-time monitoring, you’ll identify at-risk customers early. Start building your automated alert system today.
