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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.”
Executive dashboards need current data without the friction of NetSuite logins and manual exports. You can transform Excel into a live NetSuite reporting platform that updates automatically in the background.
This approach eliminates version control issues and delays while giving executives the real-time visibility they need for decision-making.
Turn Excel into a live NetSuite reporting platform using Coefficient
Coefficient connects multiple NetSuite data sources to a single Excel workbook with scheduled refresh capabilities. Unlike NetSuite’s native reporting that requires manual export for each update, this creates automated data flow directly into Excel.
The solution pulls financial metrics through Reports like Income Statement and Trial Balance, customer data via Records & Lists, and custom KPIs through Saved Searches. Each import can run on different refresh schedules based on data criticality.
How to make it work
Step 1. Connect NetSuite to Excel through OAuth.
The initial setup requires NetSuite admin configuration for secure API access. Once configured, the connection handles automatic re-authentication every 7 days without user intervention, maintaining continuous data flow.
Step 2. Import multiple NetSuite data sources.
Use Reports imports for financial statements, Records & Lists for operational data like customer metrics, and Saved Searches for complex KPI calculations. Each import preserves NetSuite formatting and relationships while bringing data into Excel.
Step 3. Schedule automatic refresh cycles.
Configure different refresh schedules for different metrics. Critical data like cash flow can update hourly, operational KPIs refresh daily, and monthly metrics update weekly. All refreshes run automatically based on your timezone settings.
Step 4. Design executive-friendly dashboard layouts.
Create clean, formatted dashboards that executives can understand without NetSuite knowledge. Use Excel’s charting and conditional formatting with the live NetSuite data to highlight key trends and exceptions automatically.
Get executives the data they need without the complexity
Automated NetSuite dashboards in Excel provide real-time visibility without requiring executives to navigate complex ERP interfaces. Start building your live executive dashboard and eliminate manual reporting delays.
