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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 requires technical expertise for data access, creating dependency on finance teams for routine customer balance inquiries. Non-technical teams need self-service access to balance information without requiring NetSuite knowledge or additional user licenses.
Here’s how to enable self-service customer balance reporting that empowers any team member to access current balance data independently.
Enable self-service balance reporting using Coefficient
Coefficient transforms customer balance reporting from a technical, finance-dependent process into an accessible, self-service capability. Teams get direct access to current NetSuite balance information without requiring system expertise or additional licenses.
How to make it work
Step 1. Set up simple customer balance data import.
Use Records & Lists to import Customer records, selecting balance-related fields like Current Balance, Unbilled Orders, Credit Limit, Days Overdue, and Last Payment Amount and Date. The drag-and-drop field selection eliminates the need for technical NetSuite knowledge.
Step 2. Configure automated refresh for real-time balance updates.
Set up automated refresh schedules to ensure balance data remains current without manual intervention. Choose daily updates for general balance monitoring or hourly refreshes for high-priority accounts requiring frequent attention.
Step 3. Apply user-friendly filtering for relevant data.
Filter by account manager or territory for personalized views, apply balance thresholds to focus on high-value accounts, and use date filters for recent activity analysis. These filters help team members focus on their specific responsibilities.
Step 4. Create standardized balance reporting templates.
Build standardized balance reporting templates that teams can duplicate and customize for specific needs. Include consistent formatting, key metrics, and visual indicators that don’t require financial expertise to interpret.
Step 5. Enable real-time collaboration on balance analysis.
Use Google Sheets’ sharing capabilities to enable real-time collaboration on customer balance analysis. Team members can add comments, track follow-up actions, and coordinate customer outreach based on balance information.
Empower teams with independent balance access
Self-service balance reporting eliminates dependency on finance teams for routine inquiries while reducing NetSuite license requirements. Your customer-facing teams get the balance visibility they need to manage relationships effectively. Enable self-service reporting and empower your teams today.
