Job Description
Scope of Work
1. Data Model & Analytics
- Build SuiteAnalytics datasets and workbooks to support: - Forecast vs. Actual revenue and margin tracking - Weekly Rep-level performance dashboards - Opportunity → Project → Sales Order → Invoice data flow visibility - Design reusable data structures for analytics — enabling easy pivoting and trend comparisons. - Work with stakeholders to define key metrics and layout for standardized reports.
2. Custom Fields & Configuration
- Add custom fields (e.g., Forecast) at Project and Opportunity level. - Configure field-level rules and validations to enforce consistency (e.g., placeholder FG logic). - Establish clean item subtype usage across opportunities, sales orders, and projects.
3. Automation & Scripting
- Develop SuiteScripts (1.0/2.x) for: - Scheduled exports of analytical datasets (CSV/XLS/API) - Automated flagging of duplicates, missing FG placeholders, or invalid entries - Data validation (e.g., checking that every open opportunity has forecast and FG item)
4. User Workflow Optimization
- Improve experience for PMs and Reps entering forecast or placeholder items. - Ensure field visibility and role access is clean and intuitive.
Qualifications
Qualifications
- Strong experience with NetSuite SuiteAnalytics Workbooks and Datasets - Proven background in SuiteScript (1.0 or 2.x) development - Solid understanding of Opportunity, Project (Core), Item, and Sales Order flows - Experience designing custom fields, validation scripts, and user workflows - Ability to translate business requirements into technical implementation - Nice to Have (for future projects): - Experience with BI tools (e.g., Power BI, Looker Studio, Tableau) - Experience integrating NetSuite with Monday.com
Deliverables
- SuiteAnalytics datasets/workbooks for project and rep-level reporting - Custom Forecast field + validation logic - Scripts for data cleanup or scheduled exports - Streamlined user workflows with minimal friction for PMs and Reps - Light documentation or handoff notes
Rate: $90-$125 per hour. This is a project based contractor role.
Additional Information
All your information will be kept confidential according to EEO guidelines.