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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’s native approval reporting lacks the flexibility you need to track bottlenecks and monitor approval performance effectively. Static reports don’t show real-time status changes, making it difficult to identify where purchase orders get stuck in the approval process.
You can create dynamic PO approval tracking dashboards in Google Sheets that update automatically with current NetSuite data, giving you complete visibility into your approval workflows.
Create real-time PO tracking dashboards using Coefficient
Coefficient connects your NetSuite purchase order data directly to Google Sheets with automated refresh capabilities. This creates approval tracking dashboards that reflect current status without manual exports or data delays, enabling proactive approval management and bottleneck identification.
How to make it work
Step 1. Configure live data import.
Use Coefficient’s Records & Lists method to import Transaction records filtered for Purchase Orders. Select key tracking fields including Transaction ID, PO number, vendor information, amount, approval status, current approver, and creation dates. Configure automated refresh scheduling with hourly updates to ensure status changes in NetSuite immediately reflect in your dashboard.
Step 2. Build your status dashboard.
Create multiple sheet tabs for different views: Pending Approvals filtered by status, Approved POs awaiting receipt, Rejected POs requiring revision, and Historical approval metrics. Use Coefficient’s filtering capabilities with AND/OR logic to create dynamic views based on approval amount thresholds, department assignments, vendor categories, and aging analysis for pending approvals.
Step 3. Add visual status indicators.
Use Google Sheets conditional formatting with live Coefficient data to create color-coded status indicators, approval aging alerts, and amount-based priority highlighting. Set up automated email notifications when approvals exceed defined time thresholds or when high-value purchase orders require immediate attention.
Step 4. Monitor approval performance.
Create executive summary views showing approval cycle times, bottleneck identification by approver or department, and vendor performance metrics. Use pivot tables and charts to visualize approval trends and identify process improvements.
Get complete approval visibility now
Real-time PO approval tracking in Google Sheets provides the flexibility and visibility that NetSuite’s native reports can’t match. You’ll identify bottlenecks faster and keep approvals moving smoothly. Start building your approval tracking dashboard today.
