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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.”
You can refresh NetSuite reports automatically in Excel during live presentations without leaving your presentation environment. This eliminates the common problem of stale data when executives ask questions about current numbers during strategy sessions.
Here’s how to set up on-demand refresh capabilities that keep your presentation data current and maintain executive confidence in your metrics.
Enable live report updates with Coefficient
Coefficient solves the critical challenge of outdated presentation data by providing on-demand refresh capabilities directly within Excel. During live presentations, you can refresh NetSuite data using either on-sheet refresh buttons or the Coefficient sidebar without switching applications.
How to make it work
Step 1. Import your presentation reports.
Connect standard NetSuite reports like Income Statements, Trial Balance, and General Ledger reports directly into your Excel presentation sheets. Configure reporting periods, accounting book selections, and subsidiary filtering to match your presentation requirements.
Step 2. Set up refresh controls.
Add on-sheet refresh buttons to your Excel presentation or use the Coefficient sidebar for manual data updates. These controls let you pull the latest NetSuite data instantly during your presentation without navigating away from your slides.
Step 3. Test your refresh process.
Before your presentation, verify that your refresh buttons work correctly and that updated data displays properly in your charts and tables. This ensures smooth operation when executives ask questions about data currency.
Step 4. Use real-time updates during presentations.
When leadership asks questions about current numbers, click your refresh button to pull the latest NetSuite transactions and adjustments. Your presentation data updates instantly, showing the most recent business metrics without presentation delays.
Present with confidence
Automated NetSuite report refresh eliminates the anxiety of presenting potentially outdated data to executives. You can answer questions about current performance with confidence, knowing your metrics reflect the latest NetSuite information. Set up your live presentation refresh capabilities today.
