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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.”
NetSuite’s standard financial reports are designed for periodic analysis rather than continuous forecast model feeding, creating gaps in real-time financial planning workflows. You need immediate access to current NetSuite actuals as they’re recorded for responsive forecasting.
Real-time actuals integration transforms static forecast models into dynamic planning tools that continuously incorporate fresh financial data without manual maintenance overhead.
Integrate real-time actuals using Coefficient
Coefficient provides real-time NetSuite actuals integration that automatically updates forecast models without manual intervention. The system uses direct RESTlet-based connections to provide immediate access to current NetSuite actuals as they’re recorded, supporting both tactical weekly planning and strategic long-term forecasting requirements.
How to make it work
Step 1. Configure live API connection.
Set up direct RESTlet-based connection that provides immediate access to current NetSuite actuals as they’re recorded. Configure automated refresh scheduling for hourly, daily, or weekly updates to maintain current actuals in forecast models.
Step 2. Set up selective data import and filtering.
Pull specific Account records, Transaction data, or Financial Reports relevant to forecast calculations. Use date range and subsidiary filters to import only current-period actuals for focused forecast comparison and analysis.
Step 3. Configure automated model update process.
Set up imports for key financial accounts using Records & Lists or Financial Reports methods. Schedule updates aligned with your forecast review cycle and NetSuite data posting frequency for optimal timing.
Step 4. Build model integration and validation workflows.
Build forecast formulas that automatically reference updated actuals for variance analysis and period rolling. Use Coefficient’s preview functionality to verify data accuracy before model updates, ensuring reliable automated processes.
Enable responsive financial planning
Real-time actuals integration maintains forecast model integrity while ensuring actuals are always current, enabling immediate variance analysis, trend identification, and forecast accuracy assessment for more responsive planning. Set up real-time actuals integration today.
