Sean Foster
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13 · Manufacturing

Live finance and operations dashboards

Finance ran on hand-built workbooks. I built seven live dashboards on Node-RED and inside NetSuite that read straight from the ERP and CRM, tie to the general ledger, and let people act from the page: notes, payment holds, planned payments, meetings and targets.

Client
Makes consumer products for well-known brands
Built with
  • NetSuite
  • SuiteQL
  • Node-RED
  • Salesforce
  • SuiteScript

Screens

Rendered from the real code with made-up data.

Sales pipeline dashboard with summary tiles and an executive scoreboard against targets

Sales pipeline dashboard with summary tiles and an executive scoreboard against targets

What it changed

  1. 01

    Supplier credit exposure ties to the AP aging report to the dollar, with 0 mismatches across 610 suppliers.

  2. 02

    The received-not-billed workbench ties to the GL with a $0.00 difference, and showed 93% of the 31+ day bucket was cleanup noise.

  3. 03

    The cash conversion cycle matched finance's own quarterly workbook on 55 of 55 invoices.

How it fits together

  • Built by me
  • Platform or outside system
  • People
Finance and salesController, AP, CFONode-RED5 dashboards, cachedNetSuite pages2 SuiteletsSalesforceDeals, notes, meetingsNetSuiteLedger, AP, inventoryDaily snapshot6 AM email and CSVRead deals,post notesSuiteQLSearches,savesTrend arrowsFinance andsalesNode-RED5 dashboards,cachedNetSuite pages2 SuiteletsSalesforceDeals, notes,meetingsNetSuiteLedger, AP,inventoryDaily snapshot6 AM email and CSVRead deals, postnotesTrend arrows

More of my work

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