Four subsidiaries reporting from a single dataset
Four entities, three currencies and a month-end that ran on consolidated spreadsheets nobody trusted.
Group dashboard
Personalizeone dataset · four role viewsKey Performance Indicatorsfilter on the portlet
| Indicator | Current | Previous |
|---|---|---|
| Revenue · USD | $4.82M | $4.21M |
| Gross margin | 41.6% | 40.2% |
| AR days | 41 | 47 |
| Indicator | Current | Previous |
|---|---|---|
| Revenue · USD | $2.41M | $2.12M |
| Gross margin | 43.0% | 41.9% |
| AR days | 38 | 42 |
| Indicator | Current | Previous |
|---|---|---|
| Revenue · USD | $1.03M | $0.94M |
| Gross margin | 39.2% | 38.8% |
| AR days | 47 | 51 |
| Indicator | Current | Previous |
|---|---|---|
| Revenue · USD | $0.74M | $0.66M |
| Gross margin | 40.8% | 39.5% |
| AR days | 44 | 49 |
Role dashboards on the same dataset
What was broken
Four entities, three currencies and a month-end that ran on consolidated spreadsheets nobody trusted.
What runs now
Consolidation moved into NetSuite with a shared chart of accounts and an on-portlet subsidiary filter, so every role sees the same numbers filtered to their scope.
- Single chart of accounts across entities
- Subsidiary filter on every dashboard
- Intercompany eliminations automated
- Month-end close off spreadsheets
One flow, end to end.
The path a record takes once this is running. Every step is logged, so when something stops you can see where.
Recorded in a demo NetSuite account.
Sample data throughout. The screens are the kind we build and leave running for clients.
Consolidation moved into NetSuite with a shared chart of accounts and an on-portlet subsidiary filter, so every role sees the same numbers filtered to their scope.
Considering NetSuite, or already living with it?
Tell us what is not working. If it is a half-hour fix we will tell you that, and you can decide whether to pay anyone at all.