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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.”
Sales reps constantly ask for commission updates, creating endless manual report requests. You need a self-service system where reps access their own commission data without bothering admins for every update.
Here’s how to build automated commission tracking that gives sales teams independent access to their NetSuite data through shared Google Sheets.
Build self-service commission access using Coefficient
Coefficient connects NetSuite commission data directly to shared Google Sheets with automated refresh capabilities. Sales reps get current commission information without requesting manual reports, and admins eliminate the constant interruptions.
How to make it work
Step 1. Import commission data using Records & Lists method.
Connect to Employee records, Transaction records, and commission-related custom records. This gives you access to all the commission data your sales team needs for self-service tracking.
Step 2. Configure hourly automated refresh scheduling.
Set up hourly updates so commission data stays current throughout the day. Sales reps see commission changes within one hour of deal closure without requesting manual updates.
Step 3. Set up personalized views with filtering.
Apply filters by sales rep, territory, or department to create personalized commission views. Each rep sees only their relevant data while maintaining data security and privacy.
Step 4. Configure Google Sheets sharing permissions.
Set sheet-level permissions so sales reps access only their own commission data. Commission calculations remain secure in NetSuite while providing read-only access through the shared sheets.
Step 5. Add manual refresh capability for immediate updates.
Include an on-sheet refresh button for immediate updates when deals close or commission disputes need resolution. This gives reps control over their data access timing.
Step 6. Build custom calculations and dashboards.
Create commission percentage calculations, quota attainment tracking, and period-over-period comparisons directly in the sheets. Add visual elements like charts and conditional formatting for better data interpretation.
Scale commission tracking without scaling admin workload
Self-service commission tracking eliminates manual report requests while giving sales teams the data access they need. Set up automated commission tracking that scales with your sales team growth.
