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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.”
Financial reporting dashboards in NetSuite often run slowly and crash during peak usage times. Moving your dashboard creation to Google Sheets with live data connections solves performance issues while giving you better visualization tools.
You’ll learn how to import standard financial reports and create custom dashboards that update automatically without impacting NetSuite’s performance.
Build financial dashboards with live NetSuite data using Coefficient
Coefficient enables comprehensive NetSuite dashboard integration specifically designed for financial reporting. The platform imports standard financial reports including Income Statements, Trial Balance, and General Ledger data directly into Google Sheets for dashboard creation.
How to make it work
Step 1. Import standard financial reports.
Use Coefficient’s Reports import method to access Income Statement, Trial Balance, and General Ledger data. Configure reporting periods, accounting books, and subsidiary selections to match your financial reporting requirements.
Step 2. Set up multiple data sources in one workbook.
Import different financial datasets into separate sheets within the same workbook. This creates a comprehensive view where you can cross-reference data and build complex dashboard calculations.
Step 3. Configure automated refresh scheduling.
Set up daily or weekly refresh cycles to ensure financial data stays current. Schedule updates during off-peak hours to avoid impacting NetSuite performance during critical business operations.
Step 4. Create advanced calculations with SuiteQL.
Use SuiteQL Query functionality for custom financial calculations and complex joins across multiple NetSuite records. This handles calculations that would slow down NetSuite’s native reporting interface.
Step 5. Build visual dashboards with Google Sheets tools.
Leverage Google Sheets’ native charting, pivot tables, and conditional formatting to create visual dashboards. The 100,000 row limit per query accommodates large financial datasets for enterprise-level reporting.
Transform your financial reporting workflow
This approach moves intensive financial calculations and visualizations outside NetSuite while maintaining live data connections for accuracy. You get faster dashboard load times and better user experience compared to NetSuite’s native functionality. Start building your financial dashboards today.
