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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 load slowly and crash during peak usage when executives need KPI data most. Building your KPI dashboard in Google Sheets with live NetSuite connections solves performance issues while providing better visualization tools.
You’ll learn how to create comprehensive KPI dashboards that update automatically and load faster than NetSuite’s native functionality.
Build comprehensive KPI dashboards with live NetSuite data using Coefficient
Coefficient enables comprehensive NetSuite dashboard Google Sheets creation with live data connections across all major KPI categories. The platform’s multiple import methods support different KPI calculation requirements and data sources.
How to make it work
Step 1. Import financial KPI data.
Use the Reports method to import Income Statement and Trial Balance data for revenue, profit margins, and expense ratios. This provides the foundation for financial performance tracking.
Step 2. Add sales and operational KPIs.
Import Customer and Transaction data using Records & Lists for conversion rates, average deal size, and sales velocity. Access Item and Transaction records for inventory turnover, fulfillment metrics, and operational efficiency.
Step 3. Create custom KPIs with SuiteQL.
Use SuiteQL Query for complex calculations requiring joins across multiple NetSuite record types. This handles advanced KPI calculations that would slow down NetSuite’s native dashboard functionality.
Step 4. Set up automated refresh by KPI priority.
Configure hourly refresh for critical KPIs and daily updates for standard metrics. Set up multiple data imports across separate sheets within the same workbook for comprehensive dashboard views.
Step 5. Build visual KPI displays.
Use Google Sheets’ native pivot tables and charts to visualize KPI trends. Implement conditional formatting for KPI threshold alerts and performance indicators that update automatically with your data.
Step 6. Add historical tracking and multi-subsidiary support.
Create historical KPI tracking through automated data snapshots. Set up multi-subsidiary KPI consolidation for enterprise-level dashboards with custom field integration for industry-specific metrics.
Get faster KPI access without NetSuite performance issues
This approach moves KPI calculations and visualizations outside NetSuite while maintaining data accuracy through direct API connections. You get faster dashboard load times and improved user experience compared to NetSuite’s native functionality. Start building your KPI dashboard today.
