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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.”
Coefficient excels at creating rolling period reports like a 13-month trailing P&L with automatic updates. You can set up dynamic date filters that automatically adjust each day, eliminating the need for manual CSV downloads and re-imports.
Here’s the complete step-by-step process to automate your 13-month P&L with live data that stays current without any manual intervention.
Set up your automated 13-month P&L using Coefficient
The key is using dynamic date filters that create a rolling window. When you set the start date as “13 months ago from today” and end date as “today,” this creates a rolling window that automatically adjusts each day without any manual updates needed.
How to make it work
Step 1. Connect to QuickBooks and choose your import method.
Connect QuickBooks to Excel using admin permissions. Choose “From Objects & Fields” import method and select the relevant objects like Account, Transaction List, or Journal Entry depending on your P&L structure needs.
Step 2. Apply dynamic date filters for the rolling 13-month window.
Set your start date as “13 months ago from today” and end date as “Today.” This creates the rolling window that automatically adjusts. You can also use the formula =TODAY()-395 for the start date to get exactly 13 months of data.
Step 3. Configure your P&L structure and fields.
Select revenue and expense account fields, group by account type or class for proper P&L formatting, and add any custom fields or dimensions needed for your analysis. This gives you the exact P&L structure you want.
Step 4. Set up automated refresh scheduling.
Click “Schedule” in the import settings and choose daily refresh (recommended for P&L reports). Set your timezone and specific refresh time. The 13-month window will automatically roll forward with each refresh, and historical data is preserved while new data appends.
Step 5. Add calculated fields for enhanced analysis.
Create calculated fields for month-over-month comparisons, build dynamic dashboards that update automatically, and set up any variance calculations you need. Your formulas will remain intact during each refresh.
Get your automated P&L running today
This approach gives you a truly automated 13-month trailing P&L that stays current without any manual intervention. You can start building your automated P&L report and eliminate the manual export process entirely while getting more flexibility than QBO’s native tools offer.
