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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 dashboard functionality fails non-technical users because it prioritizes comprehensive ERP functionality over user experience simplicity. Dashboard creation requires understanding complex saved searches and technical field relationships.
Here’s why NetSuite dashboards create barriers for business users and how to get the same data in more accessible formats.
Create user-friendly dashboards using Coefficient
Coefficient provides a superior approach for non-technical users by bringing NetSuite data into Excel and Google Sheets. Users can build dashboards with tools they already understand instead of learning NetSuite ‘s complex development environment.
How to make it work
Step 1. Access data without technical knowledge.
Use Records & Lists import method for point-and-click data selection without understanding NetSuite’s field relationships. Preview functionality shows exactly what data will be imported before committing. Drag-and-drop field selection eliminates the need to understand NetSuite’s database structure.
Step 2. Build dashboards in familiar environments.
Create dashboards in Excel or Google Sheets using tools non-technical users already understand. Leverage spreadsheet charting and formatting capabilities that exceed NetSuite’s native options. Use familiar spreadsheet formulas instead of NetSuite’s complex formula syntax.
Step 3. Simplify maintenance and troubleshooting.
Set up automated refresh scheduling to eliminate manual dashboard updates. Get clear, business-friendly error messages instead of technical codes. Make dashboard modifications using standard spreadsheet editing rather than NetSuite’s development interface.
Step 4. Present data in business-friendly formats.
Transform NetSuite’s technical field names into understandable business metrics. Apply conditional formatting and visual indicators that NetSuite’s dashboards cannot support. Create role-specific views without requiring NetSuite administrator intervention.
Make dashboards that business users will actually use
Non-technical users need dashboards that work like the tools they already know. By bringing NetSuite data into familiar spreadsheet environments, you eliminate technical barriers while providing better visualization capabilities. Create user-friendly dashboards today.
