Case Study: Custom Goods improves customer-level reporting with Spreadsheet Server by insightsoftware

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, was growing quickly across multiple distribution locations and needed better financial reporting from its Oracle NetSuite ERP system. Corporate Controller Guillermo Pineda found that the standard reporting process was too manual and time-consuming, especially as the company expanded and needed detailed customer-level P&Ls rather than only location-level views. Spreadsheet Server from insightsoftware was chosen to solve the reporting gap.

With Spreadsheet Server, Custom Goods was able to create template-based reports using custom NetSuite segments, enabling customer-level reporting and more consistent formulas. The vendor, Spreadsheet Server, helped cut reporting from a two-person, multi-day process to about 3 hours for one employee, with reports ready the same week the product was installed. The result was faster access to accurate insights, improved data integrity, and quicker decision-making for facility managers and finance teams.

Custom Goods

Guillermo Pineda

Corporate Controller