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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.”
Real-time NetSuite to Google Sheets integration eliminates the manual data extraction and last-minute scrambles that often plague weekly board reporting preparation.
You’ll learn how to automate your board reporting process so your financial reports are always current and ready for executive review without manual intervention.
Automate board reporting with real-time NetSuite data using Coefficient
Coefficient enables automated weekly board reporting by creating live connections between NetSuite and Google Sheets. This eliminates the 2+ hour weekly manual process while ensuring accuracy for executive-level reporting.
How to make it work
Step 1. Connect your standard financial reports.
Import Income Statements, Trial Balance, and other standard NetSuite reports directly into Google Sheets with configurable reporting periods and subsidiary selection. These reports form the foundation of your board packet.
Step 2. Schedule automated weekly refreshes.
Set up data refreshes to run automatically before board meetings, such as Thursday night for Friday board packets. This ensures your reports are CFO-ready without manual intervention.
Step 3. Combine multiple NetSuite data sources.
Pull sales performance metrics, financial data, and custom KPIs from various NetSuite datasets into comprehensive board reporting dashboards. Use saved searches for key metrics and custom queries for specialized requirements.
Step 4. Protect your formula integrity.
Unlike manual CSV imports that break existing Google Sheets formulas, Coefficient preserves your calculation logic, pivot tables, and conditional formatting across all data refreshes.
Step 5. Configure multi-entity reporting.
Set up subsidiary and department filtering for consolidated reporting across multiple entities. Apply custom field integration for entity-specific metrics that board members need to see.
Transform your board reporting process
Automated NetSuite board reporting ensures your executive reports are accurate, timely, and professionally presented without the weekly manual effort. Start building your automated board reporting system today.
