)
Written by
Table of Contents
“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’ native reporting cannot efficiently break down burn rates by organizational structure, forcing manual segmentation of departmental expenses. You need automated analysis that provides real-time visibility into departmental spending patterns.
Here’s how to set up automated departmental cash burn analysis that updates automatically and enables proactive budget management.
Import departmental expense data using Coefficient
Coefficient provides automated QuickBooks cash burn analysis by department through its Objects & Fields import method and Class/Department filtering capabilities. This solves the significant limitation that QuickBooks’ native reporting cannot efficiently break down burn rates by organizational structure.
How to make it work
Step 1. Set up departmental data import.
Use Coefficient’s Objects & Fields method to import expense data with Department/Class fields. Import from Bill, Expense, and Journal Entry objects to capture all departmental spending, and apply filters using AND/OR logic to segment data by specific departments or cost centers.
Step 2. Configure cash burn calculations by department.
Set up automated formulas calculating departmental burn rates from imported QuickBooks data. Create headcount-adjusted burn metrics (burn per employee by department), and build efficiency ratios comparing departmental burn to output metrics.
Step 3. Enable automated refresh and analysis.
Configure scheduled refreshes (daily/weekly) to maintain current departmental burn data. Set up variance analysis comparing actual vs. budgeted burn by department, and create trend analysis showing departmental burn evolution over time.
Step 4. Build advanced department analysis.
Create cross-departmental burn comparison with automatic ranking and variance highlighting. Add revenue-per-department calculations for departments with direct revenue attribution, and build headcount-adjusted metrics showing burn efficiency changes as teams scale.
Enable proactive departmental budget management
This automation transforms QuickBooks’ basic departmental tracking into sophisticated burn analysis that updates automatically. Department heads can manage their budgets proactively rather than reactively, with real-time visibility into their spending patterns. Start building your departmental burn analysis today.
