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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.”
You’ve built sophisticated NetSuite saved searches for commission tracking, but they’re trapped inside NetSuite where sales teams can’t easily access or collaborate around the data. You need those searches automatically populating shared Google Sheets.
Here’s how to transform existing NetSuite saved searches into automated commission tracking tools that update Google Sheets on your schedule.
Automate saved search population using Coefficient
Coefficient leverages existing NetSuite saved searches for commission tracking while adding automated Google Sheets population capabilities that native NetSuite can’t provide. The system maintains all original search criteria and logic while enabling shared access and collaboration.
How to make it work
Step 1. Import existing saved searches through Coefficient.
Use Coefficient’s Saved Searches import to access any existing commission-related saved search from your NetSuite account. The system preserves all original search criteria, filters, and logic from NetSuite.
Step 2. Optimize saved searches for commission tracking.
Structure transaction-based searches to filter by Sales Orders, Invoices, and Cash Sales with fields like sales rep, commission amount, close date, and payment status. Create employee performance searches that group commission data by sales representative with period totals and quota attainment.
Step 3. Configure automated population scheduling.
Schedule automatic refresh to populate Google Sheets hourly, daily, or weekly based on commission update frequency needs. Saved search results automatically refresh in Google Sheets according to your schedule.
Step 4. Include custom field integration.
Access commission rate custom fields, commission tier calculations, and territory-specific commission structures through your saved searches. The system maintains access to all custom fields included in the original NetSuite search design.
Step 5. Set up manual override capability.
Add on-demand refresh via sidebar button for immediate updates after major deals close. This provides both automated scheduling and manual control when urgent commission updates are needed.
Step 6. Enable shared access and collaboration.
Transform private NetSuite saved searches into shared commission tracking tools. Enable sales team collaboration around commission data without requiring NetSuite access while maintaining data security.
Transform saved searches into collaborative commission tools
Automated saved search population combines NetSuite’s powerful search functionality with Google Sheets collaboration capabilities, creating seamless commission tracking that scales with business needs. Start automating your saved search population for better commission visibility.
