Our Suggested Solution

Challenges

• Profitability insights were fragmented across multiple NetSuite reports, making it difficult to view true sales performance.
• Calculating landed costs such as purchase price and vendor shipping from separate Purchase Orders required manual consolidation, consuming hours of effort.
• The manual process was error-prone, inconsistent, and time-consuming, often resulting in misleading profit figures.
• Credit Memos (returns or adjustments) were not consistently factored in, leading to overstated profitability.
• There was no real-time visibility into per-sales-rep performance, making it difficult for leadership to track profitability or reward performance accurately.
• Sales and management teams lacked a single, reliable source of truth, which impacted decision-making, accuracy, and overall efficiency.

Solution

• Custom Net Profit & Margin Report: Developed a fully customized Suite let-based reporting dashboard within NetSuite.
• Multi-Dimensional Profit View: Consolidated financial and operational data across multiple sources into one intuitive interface.
• Advanced Cost Aggregation: Automated the process of combining purchase price, vendor shipping, and sales transaction data (Cash Sales and Invoices) for accurate profitability insights.
• Real-Time Visibility: The dashboard dynamically updates to reflect the latest financial and operational data, giving instant clarity on Net Profit and Margin % by Sales Representative and Sales Channel.
• Interactive and Easy-to-Use Interface: Managers can easily filter reports by Sales Rep, Class (e.g., Phone Call, Walk-In), and Date Range, with sortable and searchable tables designed for non-technical users.
• Visual Insights: Integrated with Chart.js for graphical analysis and Tabulator for dynamic data visualization, making complex profit trends easy to interpret.
• One-Click Export: Entire profitability data, including transaction-level detail, can be exported to Excel instantly for external sharing or further analysis.

Results

• Enhanced Financial Accuracy: Profit calculations now reflect true landed costs and include Credit Memos, providing a clear and realistic view of margins.
• Strategic Decision-Making: Leadership can allocate resources, set sales targets, and design incentive plans based on accurate profitability per rep and channel.
• Operational Efficiency: Eliminated manual data manipulation and complex spreadsheet reporting — freeing teams to focus on analysis and strategic planning.
• Improved Sales Productivity: Account Managers can now access real-time Net Profit and Margin % data, enabling faster, smarter pricing and selling decisions.
• Unified Source of Truth: Teams operate from a single, automated, and reliable profitability dashboard, ensuring consistency, accuracy, and transparency across all financial insights.

Conclusion

With the implementation of TechlyCodes’ Custom Net Profit & Margin Report in NetSuite, DHS Equipments moved from fragmented, manual reporting to a unified, real-time financial intelligence system.
This transformation simplified operations, improved decision-making accuracy, and empowered the sales and management teams with instant visibility into profitability trends.
The project highlights how TechlyCodes turns NetSuite into a true business enabler — driving financial precision, operational efficiency, and data-driven performance excellence.