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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 need to share specific financial metrics like revenue growth or gross margin with external partners, but you don’t want to expose comprehensive financial reports.
Here’s how to create metric-only shares that provide business insights without revealing sensitive financial details.
Share targeted metrics using Coefficient
Coefficient enables precise sharing of specific NetSuite financial metrics through granular field selection and custom query capabilities. You can expose targeted data points like revenue, gross margin, or customer acquisition cost without revealing comprehensive financial information that could compromise competitive positioning.
How to make it work
Step 1. Use selective field import for specific metrics.
Choose Coefficient’s Records & Lists method to import only specific financial metrics you want to share. Apply field selection to exclude comprehensive financial details while including targeted KPIs, and create custom metric calculations within spreadsheets using imported base data.
Step 2. Build custom queries for aggregated metrics.
Use Coefficient’s SuiteQL Query capability to build custom financial metric extracts that aggregate detailed financial data into summary metrics. Write queries that show performance ratios without exposing underlying transaction details, and create comparative metrics (month-over-month, year-over-year) without revealing absolute values.
Step 3. Create dashboard-style metric presentations.
Import specific metrics into spreadsheet dashboard formats with charts and visualizations that present metrics without detailed data exposure. Configure automated refresh to keep shared metrics current, and apply conditional formatting to highlight metric trends and performance indicators.
Step 4. Configure metric-specific sharing scenarios.
Define specific metrics required for each external sharing scenario (investor updates, partner performance sharing, board reporting, vendor scorecards). Configure Coefficient imports or SuiteQL queries to extract only those metrics, and create dashboard-style presentations for metric visualization.
Provide business insights while protecting sensitive data
This approach enables strategic sharing of key performance indicators without exposing operational details or competitive intelligence. External partners get meaningful business insights through NetSuite metrics while your comprehensive financial data remains secure. Start sharing targeted financial metrics today.
