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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 budget reports only show summarized variances without the ability to drill down to individual transactions that contribute to budget differences.
Here’s how to build comprehensive budget vs actual reports with complete transaction-level detail for thorough variance investigation.
Extract complete transaction detail with budget context
Coefficient revolutionizes budget reporting by importing detailed NetSuite transaction data while maintaining budget context in NetSuite spreadsheets, enabling true transaction-level analysis.
How to make it work
Step 1. Extract complete transaction detail.
Use Coefficient’s SuiteQL Query for maximum flexibility: SELECT t.trandate, t.tranid, tl.memo, a.name as account, d.name as department, v.entityid as vendor, tl.amount FROM transaction t JOIN transactionline tl WHERE t.posting = ‘T’ ORDER BY t.trandate DESC. This imports up to 100,000 transactions per query with full detail.
Step 2. Create dynamic budget integration.
Maintain detailed budgets in your spreadsheet with matching account and department structure. Use SUMIFS formulas to aggregate transactions by budget category and build variance calculations at any level of detail you need.
Step 3. Design drill-through reporting.
Create a summary dashboard showing budget vs actual by account, then use your spreadsheet’s grouping or filter views for drill-down capability. Link variances to filtered transaction lists and implement slicers for dynamic period and department selection.
Step 4. Build advanced analysis features.
Set up variance investigation filters to show transactions contributing to specific variances. Create trend analysis to track transaction patterns affecting budget performance, and build exception reports highlighting individual transactions exceeding thresholds.
Get complete audit trail from variance to source
This approach provides transaction-level visibility that NetSuite’s native budget reports lack, enabling thorough variance investigation and proactive budget management. Start building your detailed budget analysis today.
