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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 native scheduling is limited to basic reports and requires manual formatting work. You’re stuck with CSV exports and rebuilding the same KPI reports every week.
Here’s how to set up fully automated KPI exports that run without any manual intervention and deliver formatted reports to stakeholders.
Automate NetSuite KPI extraction and delivery using Coefficient
Coefficient goes beyond NetSuite’s basic scheduling by creating live data connections with flexible refresh options. Your KPI data flows directly into spreadsheets where you can build custom calculations and automated distribution workflows.
Unlike NetSuite’s scheduled reports that often fail silently, this approach provides reliable automation with built-in error recovery.
How to make it work
Step 1. Configure your KPI data sources.
Set up imports for Transaction records, Customer records, and Account records using Records & Lists. For existing metrics, import Saved Searches that contain your key performance indicators. You can preview data before scheduling to ensure accuracy.
Step 2. Choose your automated schedule.
Select from hourly, daily, or weekly scheduling based on your reporting needs. Weekly works well for stakeholder reports, while daily or hourly schedules support operational dashboards. Schedules run based on your timezone automatically.
Step 3. Build dynamic KPI calculations.
Create spreadsheet formulas that calculate conversion rates, growth percentages, and performance ratios using live NetSuite data. These calculations update automatically when your data refreshes, eliminating manual formula updates.
Step 4. Handle authentication automatically.
The system manages NetSuite’s required 7-day re-authentication cycle with automatic prompts. You’ll get notifications when re-authentication is needed, but your scheduled refreshes continue running reliably.
Step 5. Set up backup refresh options.
Add manual refresh buttons to your reports for immediate updates when needed. This provides backup access if scheduled refreshes encounter temporary issues or you need data outside the normal schedule.
Transform manual KPI work into automated workflows
Automated NetSuite KPI exports eliminate the weekly grind of manual data compilation and formatting. Your stakeholders get consistent, current metrics without the bottleneck of manual report generation. Start automating your NetSuite KPI reporting today.
