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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 presents financial data in accounting-centric formats with technical field names that confuse operations and sales teams. Non-finance users need business-friendly dashboards that translate complex data into actionable insights.
You’ll learn how to transform NetSuite’s technical data into simplified dashboards that any team member can understand and use effectively.
Simplify NetSuite data presentation using Coefficient
Coefficient excels at transforming complex NetSuite financial data into accessible dashboards. Instead of exposing accounting codes and chart of accounts, you can create business-friendly views that show what non-finance teams actually need to know from NetSuite .
How to make it work
Step 1. Extract specific data sets without accounting complexity.
Use Records & Lists imports to pull customer payments, sales orders, and inventory levels without exposing the full chart of accounts. Apply filters to show only relevant metrics for each department, like inventory turnover for operations or customer payment status for sales. Import custom fields with business-friendly labels rather than accounting codes.
Step 2. Create visual KPI dashboards with clear labels.
Transform NetSuite’s account numbers into descriptive labels (Account 1200 becomes “Accounts Receivable”). Build department-specific views where operations dashboards focus on fulfillment metrics and sales dashboards emphasize pipeline health. Use conditional formatting to highlight performance indicators automatically.
Step 3. Automate business intelligence calculations.
Schedule automatic refreshes so dashboards stay current without user intervention. Use SuiteQL queries to calculate business metrics like customer lifetime value or inventory turnover rates. Create summary reports that aggregate complex financial data into simple performance indicators.
Make financial data work for every team
Non-finance teams need insights, not accounting complexity. By translating NetSuite’s technical data into business-friendly formats, you ensure every department gets the information they need to make better decisions. Start simplifying your data today.
