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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.”
Static inventory reports become outdated the moment you export them, creating blind spots in inventory management and financial reporting. Real-time inventory valuation dashboards provide current visibility into stock levels, costs, and total values.
You’ll learn how to create Excel dashboards that update automatically with NetSuite inventory data, supporting multiple locations and costing methods for comprehensive inventory tracking.
Build inventory dashboards that update in real-time
Coefficient enables real-time NetSuite inventory valuation tracking in Excel dashboards through multiple import methods. The platform provides crucial visibility for inventory management and financial reporting with automated refresh capabilities.
How to make it work
Step 1. Import inventory data using Records & Lists for item master information.
Select Item records and include fields like Item Name, Location, Quantity Available, Average Cost, and Total Value. Apply filters by item type, location, or class to focus on specific inventory segments. The import supports serialized and lot-numbered inventory tracking.
Step 2. Set up SuiteQL queries for advanced inventory metrics.
Create custom queries for detailed inventory analysis: SELECT i.itemid, l.name as location, iq.quantityonhand, iq.averagecostmli, (iq.quantityonhand * iq.averagecostmli) as value FROM item i JOIN inventoryitemlocations iq ON i.id = iq.item WHERE iq.quantityonhand > 0. This provides comprehensive inventory valuation data.
Step 3. Build dynamic Excel dashboard components with live formulas.
Create summary cards using formulas like =SUM(InventoryData[Value]) for total inventory value and =COUNTA(UNIQUE(InventoryData[ItemID])) for SKU count. Build reorder alerts with =IF(InventoryData[QuantityOnHand]
Step 4. Configure tiered refresh schedules based on inventory velocity.
Set hourly refresh for high-velocity items, daily updates at 7 AM and 3 PM for regular inventory, and weekly refresh for slow-moving items. This optimizes API usage while maintaining data currency for decision-making.
Monitor inventory value changes as they happen
Real-time inventory valuation dashboards eliminate manual report exports while providing current visibility into stock levels and values across all locations. Create your live inventory dashboard today.
