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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 vs Actual reports only show account-level totals without the granular sub-account breakdowns finance teams need for detailed analysis.
Here’s how to get the sub-account budget visibility NetSuite lacks while maintaining a live connection to your financial data.
Build custom budget hierarchy with live NetSuite data
Coefficient extracts detailed NetSuite transaction data with all sub-account classifications, then lets you create custom budget hierarchies in NetSuite spreadsheets with unlimited granularity.
How to make it work
Step 1. Import NetSuite GL data with sub-account relationships.
Use Coefficient’s Records & Lists import to pull your complete Chart of Accounts including all sub-account relationships, department segments, class codes, and custom fields that define your budget structure.
Step 2. Extract detailed transaction data.
Set up a SuiteQL Query to pull transaction details with sub-account classifications: SELECT account.name, department.name, SUM(transactionline.amount) as actual FROM transaction JOIN transactionline GROUP BY account.name, department.name. This gives you actual expenses broken down by every dimension you need.
Step 3. Create your sub-account budget allocations.
Build detailed budget allocations at any level of granularity in your spreadsheet. For example, break down your events budget by expense type (catering, venue, marketing) while maintaining the connection to NetSuite GL accounts.
Step 4. Build dynamic Budget vs Actual reports with drill-down.
Create pivot tables showing actual vs budget by sub-category, use conditional formatting to highlight budget overruns, and implement drill-down capabilities using your spreadsheet’s native filtering features.
Get the sub-account visibility NetSuite reports can’t provide
This approach delivers true line-item budget vs actual comparison with sub-account detail that NetSuite’s native reports simply can’t handle. Start building your detailed budget analysis today.
