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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.”
You can extract deferred revenue waterfall data from NetSuite into spreadsheets without creating complex saved searches or navigating multiple record types manually.
Here’s how to get the waterfall data you need with direct access to underlying NetSuite records and automated refresh capabilities.
Access waterfall data directly from NetSuite records using Coefficient
Coefficient handles the complex relationships between Revenue Arrangements, Recognition Schedules, and Transaction records automatically. You get direct access to waterfall data with user-friendly field selection, eliminating the need to understand NetSuite or NetSuite complex data relationships.
How to make it work
Step 1. Import Revenue Recognition Schedule records using Records & Lists.
Select fields like original contract amount, recognized to date, remaining balance, recognition period, and customer details. The system handles the complex NetSuite relationships automatically.
Step 2. Apply date-based filtering for specific waterfall periods.
Use filtering to capture monthly, quarterly, or annual waterfall views. You can filter by recognition dates, contract periods, or customer segments using AND/OR logic.
Step 3. Use SuiteQL Query for complex waterfall calculations.
For advanced waterfall analysis that requires joining multiple NetSuite tables, write custom SuiteQL queries. The 100,000 row limit accommodates even large enterprise datasets.
Step 4. Set up automated weekly refreshes.
Configure automatic updates to maintain current waterfall data without manual intervention. The system handles NetSuite’s token refresh requirements automatically.
Step 5. Build spreadsheet formulas for waterfall analysis.
Calculate period-over-period changes, recognition velocity, and aging analysis using standard spreadsheet formulas. Create dynamic waterfall visualizations and perform what-if scenarios.
Create dynamic waterfall analysis without NetSuite complexity
This approach presents complex revenue data in familiar spreadsheet format while maintaining live connectivity to authoritative NetSuite records. Extract your waterfall data and build the analysis you need.
