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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Static burn dashboards require manual updates and quickly become outdated between board meetings. Dynamic dashboards that sync automatically with NetSuite spending data provide real-time visibility into cash burn without manual data compilation.
Here’s how to create investor-ready burn dashboards that update themselves as NetSuite transactions post.
Build real-time burn dashboards with automated NetSuite sync using Coefficient
Coefficient transforms your spreadsheet into a dynamic reporting tool by connecting live NetSuite spending data to Excel or Google Sheets dashboard frameworks. Your burn metrics update automatically without manual data entry or export tasks.
How to make it work
Step 1. Import core account balances and transaction data.
Use Records & Lists to pull cash account balances and expense transaction records. Filter by date ranges and expense categories to focus on operational spending that drives your burn rate calculations.
Step 2. Set up automated daily refresh scheduling.
Configure refresh timing to update your dashboard before daily standups or weekly investor check-ins. Daily refreshes ensure your burn metrics reflect the latest NetSuite activity without manual intervention.
Step 3. Create SuiteQL queries for departmental burn analysis.
Build custom queries for detailed spending breakdowns: “SELECT department, SUM(amount) as monthly_burn FROM transaction WHERE type = ‘Expense’ AND date >= CURRENT_DATE – 30 GROUP BY department”. This enables drill-down analysis from summary metrics to departmental detail.
Step 4. Build dynamic dashboard components.
Create formulas that automatically calculate burn rate (monthly expenses), runway projections (cash balance ÷ monthly burn), and variance analysis (actual vs. budget spending) using your imported NetSuite data as inputs.
Step 5. Configure multi-source data integration.
Combine GL data with cost center information using the Datasets method. This provides comprehensive burn visibility across departments, projects, and business units in a single dashboard view.
Deliver investor-ready insights that update automatically
Dynamic burn dashboards eliminate manual data compilation while providing real-time spending visibility and drill-down analysis capabilities. Your stakeholder presentations stay current with automated NetSuite synchronization. Create your automated burn dashboard today.
