)
Written by
Table of Contents
“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 native GL reporting provides basic tabular views and limited chart options that don’t support complex financial analysis visualization needs like waterfall charts, variance analysis, or multi-dimensional comparisons.
Here’s how to combine NetSuite’s comprehensive financial data with advanced spreadsheet charting tools for sophisticated GL visualization.
Create advanced GL visualizations using Coefficient
Coefficient expands NetSuite GL data visualization capabilities far beyond native reporting limitations by combining NetSuite’s comprehensive financial data with advanced spreadsheet charting and analysis tools. Import GL Account and Transaction data to create sophisticated visualizations including waterfall charts for variance analysis and combo charts showing budget vs. actual with trend lines in NetSuite .
How to make it work
Step 1. Import comprehensive GL data for visualization.
Use Records & Lists to import GL Account and Transaction data with all necessary fields for financial analysis. Include account types, amounts, dates, subsidiaries, and custom fields that support your visualization requirements.
Step 2. Build interactive GL dashboards with drill-down capabilities.
Create dynamic dashboards using imported Trial Balance and Income Statement data with drill-down capabilities from summary charts to detailed transaction-level analysis. Use pivot tables and charts that update automatically with data refreshes.
Step 3. Create comparative analysis visualizations.
Use Coefficient’s automated refresh capabilities to create period-over-period GL visualizations showing monthly, quarterly, and yearly financial trends with automatic data updates. Build charts comparing current vs. prior periods or budget vs. actual performance.
Step 4. Calculate and visualize custom financial ratios.
Import multiple GL data sets to calculate and visualize custom financial ratios, liquidity metrics, and profitability analysis that aren’t available in standard NetSuite reports. Use formulas to create KPIs like current ratio, debt-to-equity, or gross margin trends.
Step 5. Build multi-subsidiary consolidation visualizations.
Leverage SuiteQL queries to combine GL data across subsidiaries for consolidated financial visualization and analysis. Create charts showing subsidiary performance comparisons or consolidated financial trends.
Transform static reports into dynamic analysis tools
This approach transforms static NetSuite GL reports into dynamic, interactive financial analysis tools that support strategic decision-making through enhanced data visualization capabilities like cash flow waterfalls and budget variance heat maps. Start building advanced GL visualizations today.
