Case Study: Custom Goods achieves automated customer-level financial reporting and cuts reporting time from days to hours with insightsoftware's Spreadsheet Server

Third-party logistics provider uses improved reporting for more accurate customer insights and better decision-making processes

Custom Goods, a California-based third‑party logistics provider led by Corporate Controller Guillermo Pineda, struggled with slow, manual reporting as it grew from five to 15 locations. Although running NetSuite for ERP, the company needed detailed, transaction‑level and customer‑level reports rather than high‑level dashboards, so Pineda evaluated solutions on the SuiteApps site and selected Spreadsheet Server from insightsoftware.

insightsoftware deployed Spreadsheet Server quickly and Custom Goods began using it the same week, adding NetSuite custom segments to enable customer‑level P&Ls and templated reports with automated refreshes. The change cut a multi‑day, two‑person reporting process down to about three hours managed by one employee, delivered faster time‑to‑value, improved data integrity through consistent formulas, and enabled rapid customer‑level reporting and future KPI/dashboards.

Custom Goods

Guillermo Pineda

Corporate Controller