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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.”
QuickBooks lacks built-in burn rate tracking, forcing you to manually export and rebuild reports for every board meeting. Growth companies need dynamic dashboards that update automatically with current financial data.
Here’s how to transform static QuickBooks data into a dynamic burn rate dashboard that refreshes automatically and provides real-time insights.
Build multi-source burn rate tracking using Coefficient
Coefficient transforms static QuickBooks and QuickBooks data into dynamic dashboards through comprehensive import capabilities and automated refresh scheduling. This addresses the core limitation that QuickBooks lacks built-in burn rate tracking for SaaS and growth companies.
How to make it work
Step 1. Set up multi-source data integration.
Import P&L data using Coefficient’s “From QuickBooks Report” method for expense totals. Pull cash flow data to track actual cash burn vs. accounting expenses, and import customer and revenue data from Invoice and Sales Receipt objects for net burn calculations.
Step 2. Configure automated refresh scheduling.
Set up daily or weekly scheduled refreshes to maintain current burn metrics. Configure timezone-based scheduling to align with your financial reporting cycle, and enable manual refresh buttons for immediate updates during board meetings.
Step 3. Build dynamic dashboard elements.
Create burn rate calculations that automatically update with fresh QuickBooks data. Build runway projections based on current cash balances and burn trends, and set up variance analysis comparing actual burn to budget or projections.
Step 4. Create investor-ready components.
Build monthly gross and net burn rate with automatic period-over-period comparisons. Add category breakdown showing which expense areas drive burn increases, cash runway calculations that update automatically, and trend charts showing burn rate evolution over rolling 12-month periods.
Get real-time burn visibility for critical decisions
Unlike QuickBooks’ static reports that require manual reconstruction, this auto-refreshing dashboard provides real-time burn visibility essential for investor reporting and cash management. You’ll never present outdated metrics during funding discussions again. Create your automated burn rate dashboard today.
