)
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 standard reports often bury high-level metrics within detailed line items, making C-suite metric extraction a manual process of digging through comprehensive reports to find key performance indicators.
Here’s how to automatically surface the executive-level metrics that C-suite leaders need for strategic decision-making.
Streamline executive metrics with intelligent data processing using Coefficient
Coefficient streamlines high-level metrics extraction through intelligent data processing. Import raw QuickBooks data and use spreadsheet formulas to automatically calculate C-suite metrics like gross margin percentages, cash conversion cycles, revenue growth rates, and expense ratios. These calculations update automatically with each data refresh from QuickBooks .
How to make it work
Step 1. Set up automated KPI calculations.
Import raw QuickBooks data and create spreadsheet formulas that automatically calculate executive metrics. For example, use =SUM(Revenue_Current)/SUM(Revenue_Previous)-1 for growth rates, or =Gross_Profit/Total_Revenue for margin percentages. These formulas update automatically with each data refresh.
Step 2. Create executive summary dashboards.
Extract key metrics from multiple QuickBooks reports including P&L, Balance Sheet, and Cash Flow, then consolidate them into executive summary dashboards. Present only the high-level indicators C-suite executives need like cash position, revenue trends, and profitability ratios.
Step 3. Build variance analysis automation.
Automatically calculate period-over-period variances, budget vs. actual comparisons, and trend analysis that executives require for strategic decision-making. Use formulas like =(Current_Period-Previous_Period)/Previous_Period*100 for percentage changes that QuickBooks cannot perform natively.
Step 4. Define custom company metrics.
Create company-specific metrics that combine data from multiple QuickBooks sources. For example, calculate customer acquisition costs using data from sales receipts, marketing expenses, and customer counts. Build formulas like =Marketing_Expenses/New_Customers for metrics tailored to your business model.
Step 5. Implement threshold-based alerting.
Set up conditional formatting that automatically highlights metrics requiring executive attention. Use rules that flag cash flow concerns, margin deterioration, or revenue shortfalls with color coding that draws attention to critical indicators.
Step 6. Schedule executive delivery.
Automate weekly or monthly delivery of high-level metrics summaries directly to C-suite inboxes. Set up email automation that sends executive dashboards with current KPIs, ensuring leaders receive critical financial indicators without manual report preparation.
Transform accounting data into executive intelligence
This transforms QuickBooks from a detailed accounting system into an executive intelligence platform that automatically surfaces the metrics C-suite leaders need for strategic oversight. Your executives get actionable insights without digging through detailed reports. Start extracting your executive metrics today.
