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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 income statement formats are limited to 2-3 hierarchy levels and don’t support the sophisticated multi-level presentations your business needs. You want detailed categorization with unlimited drill-down capabilities.
Here’s how to build complex income statement hierarchies using custom fields that create professional multi-level presentations.
Create sophisticated multi-level income statements using custom field hierarchies with Coefficient
Coefficient imports NetSuite accounts with hierarchical custom fields intact, enabling unlimited hierarchy levels that NetSuite native reporting simply can’t achieve. You can build sophisticated presentations with complete drill-down capabilities.
How to make it work
Step 1. Import accounts with multi-level custom field hierarchies.
Use Records & Lists to pull accounts with hierarchical custom fields like Custom_Level1_Category (“Revenue”), Custom_Level2_Category (“Operating Revenue”), Custom_Level3_Category (“Product Sales”), and Custom_Level4_Detail (“Software Licenses”). Include period balances for complete income statement data.
Step 2. Build dynamic hierarchy formulas for each level.
Create level-specific calculations: =SUMIF(Level1_Column,”Revenue”,Balance_Column) for top-level totals. Use =SUMIFS(Balance_Column,Level1_Column,”Revenue”,Level2_Column,”Operating Revenue”) for subtotals. Build detailed line items with =SUMIFS for all hierarchy levels combined.
Step 3. Create expandable presentation formats with professional styling.
Use Excel grouping features to create collapsible sections at each hierarchy level. Apply consistent indentation using =REPT(” “,HierarchyLevel*2)&AccountName formulas. Add percentage calculations at each level for analytical insights.
Step 4. Build multiple presentation views for different stakeholders.
Create summary views showing only top levels for executives and detailed views with full drill-down for department managers. Use the same hierarchical data to generate different income statement formats without rebuilding the underlying structure.
Build income statements that match your business complexity
This approach enables sophisticated multi-level income statement presentations that would be impossible in NetSuite’s native reporting tools. Your custom field hierarchies drive professional presentations with unlimited depth and flexibility. Create your multi-level income statements that truly reflect your business structure.
