Per-subsidiary revenue, margin, A/R, inventory roll-up. Available only when NetSuite OneWorld is enabled.
At a glance
Table of all NetSuite subsidiaries with side-by-side performance: revenue, gross margin, AR balance, inventory value, employee count, and currency. Available only when NetSuite OneWorld is enabled; on a single-subsidiary account the card renders as a placeholder noting “OneWorld not detected”. OneWorld is a paid edition; merchants on the standard NetSuite (single-subsidiary) edition need to upgrade for these metrics to populate.
Card gate: only_when: multi_subsidiary. Single-subsidiary tenants see a placeholder; multi-subsidiary tenants see the full table.
| What it counts | One row per active subsidiary in Setup > Company > Subsidiaries. Columns: 30D revenue (in subsidiary base currency + consolidation currency), gross margin %, AR balance, total inventory value, active customer count, employee headcount, base currency, country, parent subsidiary. |
| VAT / tax treatment | Per subsidiary’s local tax rules. UK / EU subsidiaries report VAT-inclusive; US tax-exclusive; AU GST-inclusive. The card surfaces both the per-subsidiary native view and the consolidated view (consolidation rules / FX applied). |
| Shipping | Included in revenue per subsidiary. |
| Discounts | Already deducted. |
| Refunds | Net of refunds in the consolidated view; gross by default in the per-subsidiary view. |
| Cancelled / voided orders | Excluded. |
| Currency | Each subsidiary’s native base currency (USD, GBP, EUR, AUD, CAD, JPY, etc), with the consolidation column in the OneWorld tenant’s reporting currency (defined in Setup > Company > Subsidiaries > Parent). |
| Channels / sources | All sources within each subsidiary. |
| Intercompany handling | The consolidated column eliminates intercompany transactions per the OneWorld consolidation rules; the per-subsidiary native columns include them. |
| Time window | 30D |
| Alert trigger | None on the table directly; per-subsidiary alerts route through their own subsidiary-scoped pulses. |
| Roles | owner, finance |
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.Worked example
A US-headquartered industrial fastener distributor on NetSuite OneWorld. Three subsidiaries. Reporting currency USD. 30D window 02 Apr 26 to 01 May 26.| Subsidiary | Country | Currency | Revenue (native) | Revenue (USD consol) | GM % | AR balance (USD) | Inventory (USD) | Active customers | Headcount |
|---|---|---|---|---|---|---|---|---|---|
| Industrial Fastener US Inc | US | USD | $7,820,400 | $7,820,400 | 32.4% | $4,820,000 | $14,200,000 | 5,420 | 142 |
| Industrial Fastener UK Ltd | UK | GBP | £1,840,200 | $2,318,600 | 28.1% | $1,680,000 | $3,840,000 | 1,420 | 38 |
| Industrial Fastener AU Pty | AU | AUD | A$2,180,400 | $1,452,300 | 26.8% | $824,000 | $1,920,000 | 466 | 18 |
| Consolidated | - | USD | - | $11,591,300 | 31.0% | $7,324,000 | $19,960,000 | 7,306 | 198 |
- US Inc is 67% of revenue with 32.4% margin. Healthy, the home market is the profit engine.
- UK Ltd has 28.1% margin vs US 32.4%. Margin gap is 4.3 points. Investigation: UK pricing is contract-bound to UK retailer customers (Wickes, Travis Perkins) who negotiated lower margins as part of multi-year supply contracts. The margin is structural, not operational. Cross-reference Margin by SKU per UK subsidiary.
- AU Pty has 26.8% margin. Lowest of the three. Investigation: AU is the newest subsidiary (4 years old), still scaling, paying premium freight on inbound (US to AU is ~0.04/kg). The margin gap is freight-cost driven; will narrow as AU local-warehouse strategy ramps.
- AR balance / monthly revenue ratios:
- US: 7.82m = 0.62 = ~19 days of revenue in AR
- UK: 2.32m = 0.73 = ~22 days
- AU: 1.45m = 0.57 = ~17 days
- Inventory turns: US 7.82 / 14.20 = 0.55 monthly = 6.6 annualised. UK 0.60 monthly = 7.3 annualised. AU 0.76 monthly = 9.2 annualised. AU is turning fastest (smaller catalogue, less buffer).
- Headcount density (revenue per FTE): US 61k / FTE / month, AU $81k / FTE / month. AU is the most productive on revenue per head; the small catalogue + B2B-focused mix drives high ticket-size per transaction.
- Action playbook:
- The 4.3-point UK margin gap warrants a contract review: at next renewal with the top UK retailers, negotiate a 50 to 100 bps recovery.
- AU freight cost is the highest-leverage improvement; consider establishing a local warehouse partnership to shift 60% of demand to local stocking.
- US is the cash cow; redirect any spare capital toward UK / AU growth.
Sibling cards merchants should reference together
| Card | Why pair it with Subsidiaries List |
|---|---|
| Revenue by Subsidiary | The deeper revenue breakdown (per-class, per-product). |
| FX Currency Exposure | Currency-mix view across subsidiaries. |
| Intercompany Balance | Intercompany flows between subsidiaries. |
| Subsidiary Health Roll-up | Multi-subsidiary KPI roll-up. |
| Top Findings Across Subsidiaries | Per-subsidiary alerts surfaced as a portfolio view. |
| Consolidated Revenue Trend | Time-series consolidated view. |
Reconciling against the vendor’s own dashboard
Where to look in NetSuite’s own dashboard:Setup > Company > Subsidiaries for the subsidiary list itself. Reports > Financial > Income Statement with the Subsidiary filter set to “All”. Drill per-subsidiary for revenue and margin. Reports > Banking/Budgeting > Consolidated Reports for the consolidated view with intercompany eliminations.For a quick subsidiary-comparison view, the OneWorld dashboard portlets
Subsidiary Performance Summary and Multi-Subsidiary KPI Scorecard are pre-built tiles.
Why our number may legitimately differ:
| Reason | Direction | Why |
|---|---|---|
| Consolidation rules | Either | NS supports multiple consolidation methods (general consolidation, statutory consolidation). Vortex IQ uses general by default. |
| Intercompany elimination cadence | Either | NS posts intercompany eliminations at period-close; intra-period the consolidated column may show pre-elimination figures. Vortex IQ approximates eliminations live. |
| FX rate selection | Material | Period-average vs period-end rates produce different consolidated dollars. Vortex IQ uses period-average for income statement items, period-end for balance-sheet items, matching standard accounting practice. |
| Inactive subsidiary | Vortex IQ excludes | Subsidiaries marked inactive (Setup > Subsidiaries > Inactive) are excluded from the table; some NS reports include them with zero values. |
Known limitations / merchant FAQs
I don’t see this card in my Vortex IQ dashboard. Why? Because your NetSuite tenant is single-subsidiary. The card is gatedonly_when: multi_subsidiary and renders a placeholder for non-OneWorld tenants. To enable it, your account would need to upgrade to NetSuite OneWorld and register subsidiaries.
My OneWorld account has 12 subsidiaries. Will the table get unwieldy?
The default view shows the top 10 by revenue plus a “remainder” rolled-up row. Toggle to the full view via the column toolbar. For accounts with 30+ subsidiaries, Vortex IQ exposes a treemap view as an alternative chart.
The consolidated revenue is less than the sum of native revenues. Why?
Because intercompany transactions eliminate at consolidation. If subsidiary A sold 1.2m, the per-subsidiary native sum is 1.2m (only the external sale counts).
Why does FX rate selection change the consolidated total?
For income statement items (revenue, expenses), the proper FX is the period-average rate. For balance-sheet items (AR, inventory), the period-end rate. Mixing the two artificially inflates or deflates the consolidated balances. Vortex IQ uses standard accounting convention; some legacy NS reports use a single rate.
Can I see this per-class within each subsidiary?
Yes via Ask Viq: “show me subsidiary performance broken out by class”. NetSuite’s Class dimension provides the next level of detail beneath subsidiary; Vortex IQ exposes both.
A subsidiary’s currency is JPY but I want to see it in USD. How?
The consolidation column already shows USD for every row. The “native” column shows the local currency. Both are visible side-by-side.
My UK Ltd has £0 inventory but the table shows £3.84m. What happened?
The inventory is held centrally (probably the merchant’s main warehouse is registered in another subsidiary’s books). The £3.84m may be intercompany-allocated. Verify by checking Setup > Inventory > Inventory Locations and matching locations to subsidiaries.
What if I have a holding-company subsidiary with no operations?
Holding subsidiaries with no operating activity will show small or zero revenue, with potentially significant balance-sheet items (intercompany receivables, equity). Vortex IQ surfaces them in the table; the card’s revenue and margin focus makes them look unusual but they are not errors.
The headcount column shows 198 total but I have 220 employees. Where are 22?
Headcount comes from the Employee record subsidiary assignment. If 22 employees are recorded against an inactive subsidiary or have a NULL subsidiary field, they don’t appear in any subsidiary’s count. Cross-check Lists > Employees > Employees by Subsidiary.
What is the difference between this card and Subsidiary Health Roll-up?
This card is a flat performance table; Subsidiary Health Roll-up is alert-aggregating: it surfaces which subsidiaries have unresolved alerts pending. Use this card for “what does each subsidiary look like”; use the Health Roll-up for “where do I need to act today”.