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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 create automated NetSuite Budget vs Actual exports to Google Sheets using flexible import methods that provide superior reporting flexibility compared to static NetSuite reports.
This approach enables custom variance calculations, flexible period comparisons, and multi-dimensional analysis with full automation.
Build automated Budget vs Actual reports using Coefficient
Coefficient provides multiple strategies for NetSuite Budget vs Actual automation, including dual import approaches that offer independent refresh schedules and custom variance calculations.
How to make it work
Step 1. Choose your Budget vs Actual strategy.
Use Saved Search Method if you have existing Budget vs Actual Saved Searches (maintains variance calculations from NetSuite), Dual Import Approach for maximum flexibility (separate Actual and Budget data imports), or SuiteQL Custom Solution for complex variance analysis.
Step 2. Set up dual import for maximum flexibility.
Import Actual Data using Income Statement via Reports method, import Budget Data using budget records via Records & Lists, then combine in Google Sheets for custom variance analysis. This provides independent refresh schedules, custom variance calculations and thresholds, and flexible period comparisons.
Step 3. Build custom SuiteQL for advanced analysis.
Create comprehensive variance queries: SELECT account.name, actualdata.amount as actual_amount, budgetdata.amount as budget_amount, (actualdata.amount – budgetdata.amount) as variance, CASE WHEN budgetdata.amount != 0 THEN ((actualdata.amount – budgetdata.amount) / budgetdata.amount * 100) ELSE 0 END as variance_percent FROM account LEFT JOIN actualdata LEFT JOIN budgetdata
Step 4. Configure automation and enhanced features.
Set daily sync for real-time variance monitoring, weekly schedules for management reporting, monthly updates for board packages, and triggered refreshes for ad-hoc analysis. Add multi-dimensional analysis, YTD and periodic comparisons, forecast integration capabilities, and drill-down to transaction detail.
Enable superior Budget vs Actual flexibility
This approach provides enhanced Budget vs Actual reporting with custom variance calculations and multi-dimensional analysis beyond static NetSuite reports. Start building your automated Budget vs Actual reports today.
