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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.”
You can build simplified deferred revenue dashboards that pull live NetSuite data without requiring end-users to have NetSuite licenses or training.
This approach lets finance teams share revenue recognition insights with sales, operations, and executives who need visibility but don’t have direct NetSuite access.
Create dashboards that democratize revenue data using Coefficient
Coefficient solves the access barrier by enabling one NetSuite-connected user to set up data imports that automatically update for unlimited stakeholders. Once configured, the dashboard updates automatically and can be shared with anyone who needs spreadsheet access to NetSuite or NetSuite data.
How to make it work
Step 1. Finance team member establishes the NetSuite connection.
One person with NetSuite access sets up the OAuth connection and configures the initial data imports. This person handles the technical setup once.
Step 2. Import deferred revenue data using Records & Lists method.
Focus on key dashboard metrics: current deferred balance, monthly recognition amounts, revenue by product line, and aging buckets. Select only the fields needed for your dashboard to keep it simple.
Step 3. Build dashboard visualizations using spreadsheet charts.
Create pivot tables, charts, and summary tables around the live NetSuite data. Use conditional formatting to highlight important trends or thresholds that need attention.
Step 4. Set up automated daily refreshes.
Configure the dashboard to update automatically each day. This ensures stakeholders always see current data without manual intervention from the finance team.
Step 5. Share the spreadsheet with stakeholders.
Non-finance team members get simplified, visual access to critical deferred revenue metrics. They see real-time data in familiar spreadsheet format without NetSuite complexity.
Give teams revenue visibility without system complexity
This approach maintains live connectivity to authoritative NetSuite data while presenting it in user-friendly format with automatic updates. Build your dashboard and democratize revenue data across your organization.
