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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 saved searches don’t auto-refresh and become stale during presentations, creating credibility issues when executives ask questions about current data. You need a way to keep budget data current without manually refreshing searches mid-meeting.
Here’s how to transform static saved searches into dynamic budget dashboards that update automatically and maintain accuracy during critical financial discussions.
Connect saved searches to auto-refreshing Google Sheets using Coefficient
Coefficient directly imports any existing NetSuite saved search while preserving all your original search criteria and filters. The data then updates automatically on your chosen schedule, eliminating the need to log into NetSuite during meetings.
How to make it work
Step 1. Connect to your NetSuite saved searches.
Use Coefficient’s Saved Searches import method to access any saved search from your NetSuite account. The connection maintains your existing search parameters and calculations without requiring any modifications to your current setup.
Step 2. Schedule automatic refresh cycles.
Set up hourly, daily, or weekly refresh schedules to ensure data stays current before meeting times. You can also schedule refreshes to occur automatically before recurring budget review meetings, so your data is always fresh when discussions begin.
Step 3. Use manual refresh for real-time meeting updates.
During presentations, use the on-sheet refresh button to provide instant data updates when CFOs or executives ask specific questions. This gives you real-time budget vs. actual data without leaving your Google Sheets dashboard.
Step 4. Build meeting-ready budget dashboards.
Import multiple saved searches to create comprehensive budget dashboards that combine variance analysis, departmental spending, and forecast data. The automated refresh keeps all components current simultaneously, maintaining data consistency across your entire presentation.
Transform your budget meetings with live data
Auto-refreshing saved searches eliminate the credibility issues caused by stale data during high-stakes budget discussions. Your presentations maintain executive confidence with current, accurate financial information. Start building live budget dashboards today.
