How to build a master project profitability tracker using NetSuite saved searches

using Coefficient excel Add-in (500k+ users)

Build a comprehensive project profitability tracker by leveraging existing NetSuite saved searches with automated updates and advanced spreadsheet analysis.

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Your NetSuite saved searches contain powerful project profitability data, but they’re trapped within NetSuite’s interface where you can’t build comprehensive tracking systems.

Here’s how to leverage your existing saved searches to create a master profitability tracker that updates automatically and supports advanced analysis.

Transform NetSuite saved searches into a unified profitability tracker using Coefficient

Coefficient connects multiple NetSuite saved searches into a single spreadsheet workbook, preserving all your existing logic while enabling comprehensive tracking capabilities you can’t get in NetSuite alone.

How to make it work

Step 1. Import multiple saved searches into one workbook.

Connect your existing NetSuite project profitability saved searches using Coefficient’s Saved Searches import. Pull searches for project revenue by period, project cost breakdowns, resource utilization, and budget vs actual variance analysis into separate sheets within one workbook.

Step 2. Create a master summary sheet with cross-references.

Build a master summary sheet that references all your imported saved search data using spreadsheet formulas. This creates a unified view while maintaining the detailed data from each individual saved search.

Step 3. Add calculated fields for advanced profitability metrics.

Create calculated columns for margin percentages, ROI calculations, and profitability rankings that aren’t available in NetSuite’s native reporting. Use formulas to combine data from multiple saved searches for comprehensive analysis.

Step 4. Build dynamic dashboards with charts and formatting.

Create project profitability dashboards with charts showing trends and comparative performance. Add conditional formatting to automatically highlight underperforming projects and enable easy filtering and sorting across all projects simultaneously.

Step 5. Schedule automated refreshes to keep all data current.

Set up automated refresh schedules that update all your saved search data simultaneously. Your master tracker stays current with NetSuite without any manual intervention, and you can share it with stakeholders who don’t have NetSuite access.

Maximize your saved search investment with unified tracking

This approach preserves your existing NetSuite saved search logic while creating a comprehensive profitability tracking system with advanced analysis capabilities. Build your master project tracker today.

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