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Card class: Card

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At a glance

Multi-subsidiary health roll-up: a single table showing each subsidiary with a traffic-light status across the key dimensions (revenue trend, margin, AR aging, inventory health, alert backlog). Designed for the OneWorld CFO who manages 3 to 30 subsidiaries and needs a 30-second portfolio view: which entity needs attention this week, which is steady-state. Card gate: only_when: multi_subsidiary. Single-subsidiary tenants see a placeholder.
What it countsOne row per active subsidiary. Columns: revenue (vsP delta), margin (vsP delta), DSO, AR aging health (% in 0-30d bucket), inventory turn, dead-stock %, open alerts count. Each metric receives a green/amber/red status based on threshold.
VAT / tax treatmentEach subsidiary in native tax basis; consolidated view normalises.
ShippingIncluded where revenue includes it.
DiscountsAlready deducted.
RefundsNet of refunds in revenue.
Cancelled / voided ordersExcluded.
CurrencyPer-subsidiary native; toggle to consolidation currency for cross-comparison.
Channels / sourcesAll sources within each subsidiary.
Status thresholdsGreen: metrics within 5% of baseline. Amber: 5 to 15% deviation. Red: >15% deviation OR specific alert thresholds breached (e.g. DSO >2σ above baseline).
Time window30D for trend deltas; RT for live status.
Alert triggerNone directly; this card is the aggregator.
Rolesowner, CFO, finance

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Calculation

Calculated automatically from your NetSuite data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.

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Worked example

A US-headquartered industrial fastener distributor on NetSuite OneWorld. CFO’s Monday morning view, 04 May 26.
SubsidiaryRevenue vsPMargin vsPDSOAR HealthInventory TurnDead StockOpen AlertsStatus
US Inc+5% green+0.4pp green47d green78% in 0-30 green6.6× green8% green2🟢 Green
UK Ltd-3% amber-1.2pp amber52d amber64% in 0-30 amber7.3× green11% green5🟠 Amber
AU Pty+12% green-3.8pp red38d green82% in 0-30 green9.2× green6% green3🔴 Red (margin)
EU BV+8% green-0.6pp green44d green74% in 0-30 green6.0× green14% amber1🟢 Green
CA Ltd-8% red-2.1pp amber56d amber58% in 0-30 amber5.4× amber18% red8🔴 Red (multiple)
The CFO’s Monday read:
  1. US Inc green: healthy, no action.
  2. UK Ltd amber: revenue down 3%, DSO ticking up. Investigation: UK subsidiary’s largest retailer-customer (Travis Perkins) had a 12-day payment delay, hitting both revenue (delayed reorders) and DSO. Action: AR clerk to call Travis Perkins this week.
  3. AU Pty red on margin: -3.8pt margin drop. Investigation links to AUD weakening + freight surcharges. Action: trigger price-pass-through review on import-heavy SKUs (cross-reference Margin Compression for the AU subsidiary).
  4. EU BV green with one amber on dead stock; minor concern, not a fire.
  5. CA Ltd red on multiple dimensions: revenue down, DSO up, dead-stock high, 8 open alerts. The clear priority subsidiary. Investigation reveals a regional sales-rep team turnover + inventory buildup from a flopped Q1 campaign. Action: CFO to schedule subsidiary GM call this week, develop recovery plan.
The 30-second value: the CFO knows where to focus before reading any underlying card. Without this roll-up, the same diagnosis takes 30 to 60 minutes per subsidiary, multiplied across 5 entities. Drill behaviour: clicking any cell drills to the underlying card filtered to that subsidiary. The roll-up is navigation as much as diagnosis.

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Sibling cards merchants should reference together

CardWhy pair it with Subsidiary Health Roll-up
Subsidiaries ListThe performance-table version of this card; numbers without traffic-lights.
Top Findings Across SubsidiariesThe alert-aggregating companion.
Consolidated Revenue TrendThe time-series consolidated view.
Revenue by SubsidiaryPer-subsidiary revenue drill.
Intercompany BalanceInter-subsidiary balance health.
FX Currency ExposureCross-subsidiary FX risk.

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Reconciling against the vendor’s own dashboard

Where to look in NetSuite’s own dashboard: NetSuite’s OneWorld dashboard portlets cover individual metrics per subsidiary but don’t ship a unified status-roll-up. The closest is Customise Dashboard > Multi-Subsidiary Performance Scorecard (a custom KPI portlet); merchants have to build their own status-light overlay. The traffic-light overlay is the Vortex IQ value-add over raw NS data.

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Known limitations / merchant FAQs

Single-subsidiary tenant: do I see this card? No. The card renders a placeholder for single-subsidiary accounts. OneWorld is required. Can I customise the status thresholds? Yes. Per-merchant manifest. Mature businesses with stable metrics tighten the green band (5% to 3%); volatile businesses widen it (5% to 10%). Why does the same metric have different meanings across subsidiaries? Because business context differs. AU subsidiary’s 30% margin is healthy; UK’s 30% might be alarmingly low if its baseline is 35%. The traffic-light comparison is each subsidiary against ITS OWN baseline, not a uniform global threshold. Can I see this for a sub-set of subsidiaries (e.g. only EU subsidiaries)? Yes via Ask Viq filter. Useful for regional-CFO views. The card shows 5 subsidiaries red. Where do I start? Sort by alert count + revenue size. The largest subsidiary in the worst state is the priority. The Top Findings card surfaces the highest-impact issues across the portfolio. A subsidiary is amber on every metric for 3 consecutive periods. Pattern? Likely a structural issue (mature market, leadership turnover, declining product fit). Three periods of amber-amber-amber typically signals the subsidiary needs a strategy review, not a tactical fix.

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Tracked live in Vortex IQ Nerve Centre

Subsidiary Health Roll-up is one of hundreds of KPI pulses Vortex IQ tracks across NetSuite and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English. Start for free or book a demo to see this metric running on your own data.