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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.”
Static NetSuite dashboards become outdated the moment you create them. Manual data updates are time-consuming and break your chart references every time you refresh the underlying data.
Here’s how to build auto-refreshing NetSuite dashboards that maintain live connectivity and preserve your formatting across all updates.
Build live dashboards with automated NetSuite data sync using Coefficient
Coefficient enables auto-refreshing NetSuite dashboards through automated data sync that updates in-place. Your charts, formulas, and formatting stay intact while the underlying data refreshes automatically on your schedule.
How to make it work
Step 1. Set up multiple NetSuite data sources.
Connect financial data from Income Statements and Trial Balance reports, operational metrics from customer and transaction records, and custom analytics using SuiteQL queries. Import existing NetSuite saved searches with all their logic preserved for comprehensive dashboard coverage.
Step 2. Configure auto-refresh scheduling.
Set hourly refresh cycles for real-time operational dashboards, daily updates for management reporting, or weekly refreshes for strategic analysis. Schedule updates during off-hours to minimize performance impact and ensure fresh data is ready when users arrive.
Step 3. Design dashboards with preserved formatting.
Build charts, pivot tables, and conditional formatting that automatically work with refreshed data. The system updates data in-place, so your chart references and formula ranges remain connected to the updated NetSuite information without manual reconstruction.
Step 4. Handle advanced dashboard requirements.
Configure multi-subsidiary filtering for consolidated or segmented reporting, include custom fields that update automatically with proper formatting, and set up real-time calculations that recalculate with fresh NetSuite data. Support up to 100,000 rows per import for large datasets.
Transform static reports into dynamic business intelligence
Auto-refreshing dashboards eliminate stale data while preserving the visual elements and calculations you’ve built. Your NetSuite insights stay current without the maintenance overhead of manual updates. Create your live NetSuite dashboard today.
