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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 role-based permission system creates massive barriers to company-wide KPI sharing. Each user needs specific permissions, custom roles, and expensive licenses just to view basic business metrics. It’s impractical and costly for broad organizational access.
Here’s how to democratize KPI access across your entire company without wrestling with NetSuite’s permission restrictions.
Democratize KPI access beyond NetSuite permissions using Coefficient
Coefficient bypasses NetSuite permission restrictions entirely. One authorized user extracts KPI data from NetSuite to NetSuite spreadsheets, then shares live dashboards with unlimited team members without additional permissions or licensing.
How to make it work
Step 1. Configure single-user data extraction.
Have one authorized NetSuite user (typically a finance admin) set up the OAuth connection and import all necessary KPI data. This single connection handles revenue metrics, customer acquisition costs, inventory turnover, project profitability, and other key business metrics.
Step 2. Extract key metrics without exposing sensitive data.
Pull specific KPI calculations rather than raw transactional data. Share performance metrics like revenue growth, profit margins, and operational efficiency without exposing underlying sensitive NetSuite information.
Step 3. Set up automated updates with original permissions.
Schedule daily or weekly refreshes that maintain current data using the original user’s permissions. This eliminates ongoing permission management while ensuring company-wide dashboards stay current.
Step 4. Enable self-service analytics across departments.
Share live KPI dashboards through standard spreadsheet sharing. Department heads, project managers, and executives access real-time business intelligence through familiar interfaces without NetSuite training, logins, or permission complexity.
Enable true self-service business intelligence
Stop limiting KPI access to a few licensed users. Coefficient transforms NetSuite data into company-wide business intelligence that everyone can access and understand. Start democratizing your data today.
