)
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 doesn’t offer native real-time project profitability roll-up capabilities, forcing you to manually compile individual project reports to see portfolio performance.
Here’s how to create a comprehensive roll-up report that automatically aggregates project profitability data and updates in real-time.
Build automated project profitability roll-ups using Coefficient
Coefficient transforms static NetSuite project reports into live, dynamic roll-up analysis by connecting multiple data sources into a single spreadsheet that updates automatically.
How to make it work
Step 1. Import existing saved searches for project financials.
Use Coefficient’s Saved Searches import to pull your existing NetSuite saved searches for project revenue, costs, and margins into one spreadsheet. This preserves all your current logic while adding real-time capabilities.
Step 2. Pull project records with financial fields for comprehensive data.
Import project records using Records & Lists to get budget amounts, actual costs, revenue, and calculated margin fields. This gives you the raw data to build custom roll-up calculations that match your specific reporting needs.
Step 3. Create custom SuiteQL queries for advanced aggregations.
Write SuiteQL queries to aggregate project profitability data across all active projects with complex calculations. Join project, transaction, and budget tables in a single import to eliminate manual data combination work.
Step 4. Build dynamic roll-up calculations in your spreadsheet.
Create formulas for weighted average margins, project ranking by profitability, and variance analysis across your entire project portfolio. Use pivot tables to summarize performance by project manager, customer, or department.
Step 5. Set up automated refreshes for real-time updates.
Schedule hourly or daily refreshes to ensure your roll-up report reflects current NetSuite data. Unlike static reports, your calculations update automatically as new project data flows in.
Transform project reporting from static to dynamic
This approach gives you real-time project profitability insights with advanced formatting, conditional highlighting, and easy stakeholder sharing. Build your automated roll-up report today.
