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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
NetSuite’s native dashboards require manual KPI compilation from multiple reports and lack automated daily snapshot functionality for comprehensive business intelligence. You can’t easily create integrated cross-functional KPI tracking without accessing multiple separate reports manually.
Here’s how to build automated KPI tracking dashboards that compile data from multiple NetSuite sources and create daily snapshots for trend analysis.
Create comprehensive KPI dashboards using Coefficient
Coefficient provides superior automated NetSuite KPI tracking capabilities that overcome NetSuite’s dashboard limitations. You get automated daily data refresh across all business functions without technical development requirements.
How to make it work
Step 1. Set up multi-source KPI data integration.
Configure different import methods for various KPI categories: Use Reports import for financial KPIs like Trial Balance and Income Statement data, import Opportunity and Customer records for sales pipeline and conversion metrics, access Transaction records for operational KPIs, and utilize SuiteQL Query for complex KPI calculations requiring joins across multiple record types.
Step 2. Configure daily KPI snapshot automation.
Set up multiple Daily refresh schedules for different KPI categories with timezone-based scheduling to capture end-of-day KPI snapshots automatically. Enable data append functionality to build historical KPI datasets for trend analysis across all business functions.
Step 3. Optimize advanced KPI configuration.
Choose specific metrics using drag-and-drop column reordering, apply AND/OR filtering for department, subsidiary, or date-based KPI segmentation, and use Google Sheets formulas with live NetSuite data for derived KPI metrics and custom calculations.
Step 4. Build comprehensive KPI categories.
Track Financial KPIs like revenue, expenses, cash flow, and profitability ratios. Monitor Sales metrics including pipeline value, conversion rates, quota attainment, and deal velocity. Capture Operations data like order fulfillment rates, inventory turnover, and customer satisfaction. Include HR metrics such as headcount, turnover rates, and productivity measurements.
Transform your business intelligence process
Automated KPI tracking eliminates manual portlet configuration and provides integrated historical trend analysis that NetSuite’s standard dashboards cannot deliver. Start building your comprehensive KPI dashboard system today.
