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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 complex chart of accounts includes multi-level hierarchies, segment combinations, and subsidiary-specific accounts that don’t translate well to simplified BI dashboard formats, often flattening hierarchies and losing essential parent-child relationships.
Here’s how to manage chart of accounts complexity while creating executive-friendly dashboards that preserve analytical value.
Balance complexity with usability through strategic data structuring
Coefficient manages chart of accounts complexity by preserving hierarchical data while enabling simplified dashboard presentation. You can maintain NetSuite’s complete account structure for drill-down capabilities while presenting simplified views for executive dashboards.
How to make it work
Step 1. Import the complete chart of accounts with hierarchy intact.
Use Records & Lists to import the full chart of accounts, including parent account relationships, account numbers, and hierarchical levels. This maintains the complete account structure for BI tools to recreate proper financial statement groupings.
Step 2. Create multiple import strategies for different dashboard needs.
Import detailed account-level data for drill-down capabilities, create summary-level imports grouped by account type or department for high-level dashboards, and use SuiteQL to create custom account groupings that simplify complex structures while preserving analytical value.
Step 3. Handle segment dimensions as separate tables.
Import department, class, and location data separately from NetSuite , then use these as dimension tables in BI tools to recreate multi-dimensional reporting without overwhelming dashboard complexity. This preserves NetSuite’s segmented reporting capabilities.
Step 4. Leverage pre-built financial reports for executive views.
Use Coefficient’s Reports import feature to access pre-built NetSuite financial reports like Income Statement and Trial Balance that already handle chart of accounts complexity, then enhance these with additional visualizations for executive consumption.
Present simplified dashboards without losing analytical depth
This approach allows you to present executive-friendly financial dashboards while preserving the ability to drill down into NetSuite’s full chart of accounts complexity when detailed analysis is required. Start building balanced financial dashboards that serve both executive and analytical needs.
