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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 per-user licensing makes it crazy expensive to share financial KPIs across teams. Adding dashboard access for project managers, department heads, and executives who just need to view metrics can cost thousands monthly.
Here’s how to share live financial KPIs with unlimited users without buying additional NetSuite licenses.
Share financial KPIs without extra licensing using Coefficient
Coefficient lets one licensed NetSuite user extract financial data to NetSuite spreadsheets, then share those dashboards with unlimited team members. No additional NetSuite seats, training, or complex permissions required.
How to make it work
Step 1. Set up the NetSuite connection with one licensed user.
Your finance admin configures the OAuth connection and imports financial data using Records & Lists for Account and Transaction records, or Reports for Income Statement and Trial Balance data. This single connection handles all the data extraction.
Step 2. Extract and transform financial KPIs.
Pull the financial data you need and transform it into executive-friendly KPI calculations. Create metrics like revenue growth, profit margins, cash flow ratios, and budget variance analysis using familiar spreadsheet formulas.
Step 3. Schedule automated data refreshes.
Set up daily or weekly refresh schedules so non-finance teams always see current financial data. The automated updates use the original user’s permissions, eliminating ongoing permission management headaches.
Step 4. Share dashboards via standard spreadsheet sharing.
Distribute live financial dashboards through normal Google Sheets or Excel sharing. Non-finance teams get real-time financial insights through familiar interfaces without NetSuite logins, training, or expensive licenses.
Save thousands on NetSuite licensing costs
Stop paying for NetSuite seats just to share financial KPIs. Coefficient gives you unlimited dashboard sharing with automated data updates and zero additional licensing costs. Start saving on your NetSuite expenses today.
