)
Written by
Table of Contents
“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.”
Creating unified dashboards that serve both finance and operations teams in NetSuite typically means building separate portlets and saved searches for each department, creating maintenance headaches and data inconsistencies.
Here’s how to build comprehensive dashboards in spreadsheets that display multiple data views from a single NetSuite source.
Build comprehensive cross-departmental dashboards using Coefficient
Coefficient lets you pull GL account data for finance teams while simultaneously importing fulfillment and inventory records for operations teams. The key advantage is combining multiple NetSuite record types in one workbook – for example, importing Transaction records for financial analysis alongside Item Fulfillment records for operations metrics in NetSuite .
How to make it work
Step 1. Set up your master data import using Records & Lists.
Import comprehensive Transaction records that include all fields needed by both teams – GL accounts, amounts, and dates for finance, plus fulfillment locations, shipping methods, and inventory data for operations. Use Coefficient’s field selection to customize which data points each team needs without creating separate imports.
Step 2. Create department-specific sheets with pivot tables.
Build separate sheets within the same workbook for each team. Finance gets pivot tables grouped by GL accounts and periods, while operations gets views organized by fulfillment locations and shipping methods. Both teams work from identical source data but see their relevant metrics.
Step 3. Apply dynamic filtering with AND/OR logic.
Use Coefficient’s filtering capabilities to create department-specific data cuts without duplicating imports. Filter by department codes, transaction types, or custom field values to show each team exactly what they need to see.
Step 4. Schedule automated refreshes for real-time data.
Set up daily or hourly automated scheduling to keep dashboard data current for both departments. This eliminates manual refresh cycles and ensures both teams always work with the latest NetSuite data.
Start building unified dashboards today
This approach eliminates the need to maintain separate NetSuite saved searches for each department while providing the flexibility to slice data multiple ways without custom development overhead. Get started with Coefficient to build your unified reporting dashboard.
