)
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.”
You can track NetSuite purchase request approvals outside of email by creating a centralized, always-current view in Google Sheets that all stakeholders can access without NetSuite licenses or waiting for email notifications.
This eliminates the “black box” effect of email-only approval tracking and gives everyone proactive visibility into approval status and potential bottlenecks.
Create centralized approval tracking using Coefficient
Coefficient solves email-based approval tracking problems by importing live NetSuite purchase request data into Google Sheets. You get real-time approval status visibility without relying on email notifications that can be missed or delayed.
How to make it work
Step 1. Import approval-focused purchase request fields.
Use Coefficient’s Records & Lists to pull purchase request data focusing on approval-related fields like current approval stage, approver names, approval dates, and pending actions. This gives you a complete picture of where each request stands in the approval process.
Step 2. Set up real-time refresh schedules.
Configure automated refresh schedules (hourly or daily) so your approval tracker always reflects current NetSuite status. This eliminates delays from email notifications and ensures everyone sees the same up-to-date information.
Step 3. Share with all stakeholders who need visibility.
Share the Google Sheets tracker with requesters, approvers, and managers who need approval visibility but don’t have NetSuite access. This creates universal transparency without requiring additional software licenses or training.
Step 4. Create custom views for different approval scenarios.
Use Coefficient’s filtering capabilities to build focused views like requests pending specific approver action, overdue approvals beyond policy timeframes, recently approved or rejected requests, and approval bottlenecks by department or amount.
Step 5. Add historical tracking for approval analysis.
Import approval history data to analyze approval patterns, identify recurring delays, and optimize your approval workflow. This helps you spot systemic issues that email tracking would never reveal.
Stop missing approval updates in your inbox
Centralized approval tracking provides superior visibility compared to email-based systems because it gives everyone real-time status updates and lets stakeholders proactively monitor progress. Set up your tracker and eliminate approval blind spots today.
