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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 shared purchase request tracker that maintains live sync with NetSuite data, giving your entire team collaborative visibility without requiring NetSuite licenses for every user who needs access.
This approach surpasses NetSuite’s native sharing limitations by providing universal access to purchase request data with real-time synchronization and collaborative features.
Build shared purchase request trackers using Coefficient
Coefficient connects NetSuite purchase request data to Google Sheets where multiple users can collaborate simultaneously. You get live data sync plus Google Sheets’ collaboration features without additional NetSuite user licenses or training requirements.
How to make it work
Step 1. Set up your shared tracker with essential purchase request data.
Use Coefficient’s Records & Lists to import purchase request data including request ID, requester, description, amount, status, submission date, and approval stage into a Google Sheets tracker. Select only the fields your team needs to keep the tracker focused and easy to navigate.
Step 2. Configure automated sync schedules.
Set up automatic refresh schedules (hourly, daily, or weekly) to ensure your shared tracker always reflects current NetSuite data. Team members can also trigger manual refreshes when they need immediate updates for urgent requests.
Step 3. Share with all stakeholders who need visibility.
Share the Google Sheets tracker with requesters, approvers, finance team members, and managers. Google Sheets’ collaboration features allow multiple users to view and work with the data simultaneously without conflicts or version control issues.
Step 4. Create custom views for different user roles.
Use Coefficient’s field selection to include only relevant data columns for each user group. Apply filtering to create department-specific or role-specific views, and organize data with sorting and grouping for easy navigation by different team members.
Step 5. Add calculated columns for enhanced tracking.
Build calculated columns for metrics like “days pending,” approval SLA compliance, and budget impact analysis using the live NetSuite data as your foundation. These calculations update automatically as the underlying data refreshes.
Step 6. Set up access controls for data integrity.
Use Google Sheets’ sharing permissions to control who can view or edit different sections of the tracker. This maintains data integrity with NetSuite while allowing appropriate collaboration levels for each team member.
Give everyone the purchase request visibility they need
Shared purchase request trackers provide universal access to live NetSuite data with collaborative features that don’t require additional software licenses or extensive training. Create your shared tracker and improve team collaboration today.
