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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.”
You can create a real-time purchase request dashboard by importing live NetSuite data into Google Sheets and building comprehensive tracking tools with automated refresh schedules that keep everything current.
This approach gives you customizable visualizations and easier sharing compared to NetSuite’s native dashboard limitations, plus you can combine purchase request data with external sources for deeper analysis.
Build live purchase request dashboards using Coefficient
Coefficient imports live NetSuite purchase request data into Google Sheets where you can build pivot tables, charts, and summary metrics that update automatically. You get real-time visibility without the constraints of NetSuite’s built-in reporting tools.
How to make it work
Step 1. Import purchase request data with key tracking fields.
Use Coefficient’s Records & Lists to pull purchase request records including request ID, requester name, department, amount, status, submission date, and approval stage. Select only the fields you need for your dashboard to keep it clean and focused.
Step 2. Set up automated refresh schedules.
Configure hourly or daily refresh schedules so your dashboard data stays current automatically. You can also use the manual refresh button when you need immediate updates for urgent requests or approval decisions.
Step 3. Import related data for comprehensive context.
Pull in employee records for requester details, department lists for organizational context, and vendor records for purchase request items. This gives you a complete picture beyond just the basic request information.
Step 4. Build dashboard views with pivot tables and charts.
Create pivot tables showing pending approvals by department, request volume trends, average approval times, and budget utilization by category. Use Google Sheets’ charting tools to visualize patterns and bottlenecks in your approval process.
Step 5. Apply filters for focused dashboard segments.
Use Coefficient’s filtering capabilities to create specific views like requests above $1,000, pending items older than 5 days, or department-specific approval queues. This helps different stakeholders focus on what matters to them.
Get better visibility than NetSuite’s native dashboards
Real-time purchase request dashboards give you customizable visualizations, easier sharing with non-NetSuite users, and the ability to combine data sources for comprehensive analysis. Build your dashboard with live NetSuite data today.
