NetSuite revenue recognition data streaming to Excel forecasts

using Coefficient excel Add-in (500k+ users)

Stream NetSuite revenue recognition data to Excel forecasts. Automated refresh for deferred revenue schedules and revenue forecasting models.

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NetSuite revenue recognition data streaming to Excel forecasts enables accurate revenue forecasting through direct access to revenue recognition schedules and automated refresh capabilities. You can combine current recognition schedules with pipeline data for comprehensive revenue forecasts.

This approach is particularly valuable for subscription businesses or companies with complex revenue recognition requirements where manual exports often miss recent changes.

Stream revenue recognition data with Coefficient

Coefficient enables NetSuite revenue recognition data streaming to Excel forecasts through direct access to revenue recognition records and automated refresh capabilities. You can import revenue recognition schedules, deferred revenue balances, recognized revenue amounts, and related transaction data directly into Excel forecasting models.

How to make it work

Step 1. Import revenue recognition data.

Connect to revenue recognition schedules, deferred revenue balances, recognized revenue amounts, and related transaction data from NetSuite. Filter by accounting periods, revenue recognition templates, and subsidiaries for multi-entity revenue analysis.

Step 2. Combine with pipeline data.

Create comprehensive revenue forecasts by combining current revenue recognition schedules with pipeline data. This reflects both contracted future revenue and potential new business for accurate revenue planning.

Step 3. Set up automated refresh schedules.

Configure automated refresh to ensure your Excel models always reflect the latest revenue recognition adjustments and new contract implementations. This is crucial for businesses with frequent revenue recognition changes.

Step 4. Build dynamic revenue forecasts.

The streaming capability enables finance teams to provide leadership with current revenue forecasts based on actual NetSuite revenue recognition data rather than static snapshots, improving forecast accuracy for subscription and complex revenue models.

Forecast revenue accurately

NetSuite revenue recognition data streaming ensures your Excel forecasts always reflect the latest recognition schedules and contract changes, providing more accurate revenue predictions for strategic planning. Start streaming your revenue recognition data today.

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