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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 NetSuite revenue exports eat up valuable time every week. You’re stuck downloading data, importing files, and reformatting dashboards just to get current numbers for your team meetings.
Here’s how to set up automated revenue data refreshes that eliminate the export cycle entirely. Your dashboard will update itself while you focus on analysis instead of data prep.
Connect directly to NetSuite revenue data using Coefficient
Coefficient creates a live connection between NetSuite and your spreadsheet dashboard. Instead of exporting files, you pull revenue data directly through the API and schedule automatic weekly refreshes. Your dashboard formatting stays intact while the underlying data updates automatically.
How to make it work
Step 1. Set up your NetSuite connection.
Install Coefficient and connect to NetSuite using OAuth 2.0 authentication. Your NetSuite admin will need to configure the RESTlet script and external URL settings once. This creates a secure API connection that eliminates file exports.
Step 2. Import your revenue data.
Use Coefficient’s “Records & Lists” method to access Transaction records like invoices and sales orders. Or choose “Reports” to pull Income Statement data directly. Select only the revenue fields you need and apply date filters for your reporting period.
Step 3. Schedule weekly automatic refreshes.
Configure your import to refresh every Monday morning or over weekends. Set the timing so data updates before your team meetings. Coefficient handles the API calls automatically and maintains your dashboard’s formulas and formatting.
Step 4. Build your revenue dashboard around the live data.
Create charts, calculations, and summaries using the imported revenue data. When the weekly refresh runs, your visualizations and metrics update automatically without breaking your dashboard layout.
Stop wasting time on manual revenue exports
Automated NetSuite revenue refreshes transform your weekly routine from data preparation to immediate analysis. Your dashboard stays current without manual intervention, and your team gets reliable revenue insights every week. Start automating your revenue reporting today.
