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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 has limited cross-subsidiary reporting capabilities, complex saved search setup for multi-entity data aggregation, and manual consolidation processes that don’t meet executive dashboard requirements.
Here’s how to create comprehensive subsidiary consolidation for executive dashboards with automated data aggregation and standardized formatting across multiple entities.
Consolidate multi-subsidiary NetSuite data for executive reporting using Coefficient
Coefficient provides superior NetSuite subsidiary consolidation through Records & Lists imports with subsidiary filtering and SuiteQL cross-entity queries. You can create consolidated executive dashboards with drill-down capabilities, automated refresh, and standardized formatting that native NetSuite reporting cannot achieve.
How to make it work
Step 1. Extract data from multiple subsidiaries using Records & Lists imports.
Apply subsidiary filtering to include specific entities or extract all subsidiary data for comprehensive executive dashboards. Select relevant fields and configure access permissions through NetSuite role management to ensure proper data security across entities.
Step 2. Create cross-subsidiary queries using SuiteQL for advanced consolidation.
Build sophisticated queries that join data across subsidiaries using SQL-like syntax. Calculate consolidated KPIs, perform cross-subsidiary analysis, and aggregate financial metrics with 100K row capacity for enterprise-scale consolidation requirements.
Step 3. Access consolidated financial reports with subsidiary selection.
Use Reports imports to access Income Statements, Trial Balance, and other financial reports with subsidiary selection options and accounting book configurations. This provides standardized financial consolidation with proper currency handling and reporting period alignment.
Step 4. Apply standardized formatting and currency conversion.
Handle multi-currency data extraction and perform currency conversion calculations in spreadsheets for executive dashboard presentation. Map subsidiary-specific custom fields to standardized executive KPI metrics while maintaining data accuracy across different entities.
Step 5. Set up automated consolidation workflow with drill-down capabilities.
Configure automated refresh schedules for real-time consolidated reporting while enabling drill-down capabilities to subsidiary-level detail. Create single-view consolidated KPIs across all subsidiaries with the ability to analyze performance by individual entity.
Achieve comprehensive subsidiary consolidation
This approach delivers enterprise-scale subsidiary consolidation that native NetSuite reporting cannot provide while maintaining executive-grade presentation quality. Start consolidating your multi-subsidiary NetSuite data today.
