NetSuite Reporting and Sales Process Optimization for a Canadian HVAC Company
Houseblend worked with GPA, a Canadian HVAC and building services company, to improve visibility into project profitability and streamline key sales and finance processes in NetSuite. The engagement reduced manual work, improved commission accuracy, and gave management real-time insight into margin performance.
Challenge
GPA lacked real-time visibility into project profitability and relied on manual, error-prone sales processes. This made it difficult to calculate and pay sales commissions accurately, control order changes, protect margins, and scale operations efficiently.
Solution
Houseblend implemented automated project profitability reporting and created clearer visibility into margin drivers and commissionable revenue for finance and management teams. The team also automated critical sales and finance workflows, including locking sales orders after approval, creating sales orders automatically from opportunities, and improving pricing and commission approval processes.
Results
The project reduced the time needed to process and pay sales commissions by more than 60%, cut manual entry and rework by 30%, and reduced sales order creation time by 50% through opportunity-to-order automation. It also improved sales order accuracy, eliminated unauthorized post-approval changes, and gave GPA management real-time profitability dashboards for better decision-making.
Operational Improvements
Houseblend streamlined the handoff between sales and finance by automating approvals, reducing manual touchpoints, and improving order governance. This helped GPA protect margins while making day-to-day execution more efficient.
Reporting & Visibility
Houseblend built reporting that gave leadership clearer insight into profitability, margin drivers, and commissionable revenue. This improved confidence in decision-making and reduced reliance on manual analysis.
