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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Static budget spreadsheets provide outdated snapshots instead of current performance insights. Live budget tracking dashboards using NetSuite financial data provide continuous visibility into budget performance without SuiteAnalytics licenses or complex configuration requirements.
Here’s how to transform static spreadsheets into dynamic dashboards that update automatically with current financial data.
Create dynamic dashboards with continuous NetSuite data feeds using Coefficient
Coefficient provides continuous NetSuite financial data feeds that enable dashboard creation within familiar Google Sheets environments. Unlike NetSuite’s native dashboard limitations, this approach leverages existing spreadsheet skills while providing automated refresh capabilities.
How to make it work
Step 1. Establish your data foundation with key financial reports.
Import Income Statements and Trial Balance information using the Reports method. Configure filters for specific subsidiaries, departments, or accounting periods that align with your dashboard requirements and stakeholder needs.
Step 2. Create dynamic data ranges with automated refresh.
Set up hourly, daily, or weekly refresh schedules to ensure dashboard data stays current without manual maintenance. The automated updates eliminate manual data refresh while providing stakeholders with real-time budget performance visibility.
Step 3. Build interactive visualizations with native charting.
Leverage Google Sheets’ charting capabilities with live NetSuite data to create trend analysis, variance charts, and performance indicators. The continuous data feed enables dynamic visualizations that update automatically as new financial data flows in.
Step 4. Implement advanced analytics with SuiteQL queries.
Use custom queries for complex dashboard calculations like rolling averages, year-over-year comparisons, or multi-dimensional analysis combining budget categories with NetSuite’s departmental or class structures.
Step 5. Handle multi-entity dashboard scenarios.
For organizations with multiple subsidiaries, use filtering capabilities to create consolidated views or separate dashboard sections for different business units. This provides both detailed and summary-level visibility as needed.
Provide executive visibility without complex licensing
Live budget dashboards provide executive-level visibility into budget performance without SuiteAnalytics licensing costs or complex configuration. The collaborative benefits of Google Sheets enable stakeholder access and commentary. Build your live dashboard today.
