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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 have limited customization options and restricted access for non-finance users. Customer success teams need payment visibility to manage relationships effectively, but they shouldn’t need finance expertise to access this critical information.
Here’s how to create a live accounts receivable dashboard that gives your customer success team self-service access to real-time payment data.
Build a live AR dashboard using Coefficient
Coefficient democratizes access to NetSuite accounts receivable data by creating customizable dashboards in Google Sheets. Your customer success team gets real-time payment visibility without needing NetSuite licenses or finance department requests.
How to make it work
Step 1. Set up multi-import data sources for comprehensive AR visibility.
Import Customer records for account details and current balances, Transaction records for payment history and invoice details, and Aging Summary data through Reports import. This gives you a complete picture of customer payment status.
Step 2. Configure automated daily refresh for real-time data.
Set up automated daily refreshes to maintain current accounts receivable data without manual intervention. Your dashboard stays current with NetSuite automatically, so customer success conversations always use the latest payment information.
Step 3. Design customer success-friendly layouts.
Organize data by customer priority or account manager assignments. Include key metrics like Total Outstanding, Days Overdue, and Last Payment Date. Apply conditional formatting for visual overdue indicators that don’t require financial expertise to interpret.
Step 4. Apply advanced filtering for team-specific views.
Use Coefficient’s filtering capabilities to segment customers by account manager assignments, payment risk levels, or geographic regions. This lets each team member focus on their specific accounts without information overload.
Step 5. Add interactive elements for self-service analysis.
Include dropdown filters and sorting options so customer success team members can customize views for different scenarios. Add customer contact information and communication preferences for direct outreach capabilities.
Give your team payment visibility without the complexity
A live AR dashboard transforms customer success from reactive support to proactive relationship management. Your team can identify at-risk customers and address payment concerns independently, improving both customer relationships and cash flow. Create your dashboard and empower your customer success team today.
