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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.”
Manual data extraction for monthly rolling forecasts creates operational overhead and introduces accuracy risks that can derail your financial planning process and decision-making timeline.
Here’s how to set up fully automated NetSuite to Excel data refresh that eliminates manual work while maintaining sophisticated forecasting capabilities.
Automate your forecast data pipeline using Coefficient
Coefficient provides comprehensive automated NetSuite to Excel data refresh capabilities specifically designed for financial forecasting workflows. You can combine multiple data sources on synchronized schedules while maintaining Excel’s advanced modeling capabilities with always-current data.
How to make it work
Step 1. Configure automated scheduling for your forecast cycle.
Set up daily refreshes to capture current actuals while maintaining historical trend data for rolling forecasts. Choose from daily, weekly, or monthly refresh options based on your forecast update requirements. All refreshes execute based on your timezone to align with your financial close calendar.
Step 2. Integrate multiple NetSuite data sources simultaneously.
Combine Records & Lists imports for master data like accounts, customers, and items with Reports imports for financial statements. Add SuiteQL queries for custom metrics, all refreshing automatically on the same schedule to ensure data consistency across your forecast model.
Step 3. Set up budget vs actual data imports.
Import Trial Balance reports with comparative periods to pull budget and actual data simultaneously. Configure transaction-level data through Records imports for detailed variance analysis that feeds into your rolling forecast calculations.
Step 4. Add manual override controls for month-end processes.
Use on-sheet refresh buttons or sidebar controls for immediate data updates during month-end processes or ad-hoc forecast revisions. This gives you flexibility when you need current data outside your scheduled refresh times.
Transform your forecasting workflow
Automated refresh eliminates manual data entry while preserving Excel’s advanced modeling capabilities for sophisticated rolling forecast calculations. Set up your automated NetSuite data pipeline and focus on analysis instead of data collection.
