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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 native reporting lacks the flexibility needed for executive dashboard formatting, limiting column customization, color coding, and automated layout preservation that C-suite leaders require.
Here’s how to create automated executive dashboards that maintain your exact formatting while pulling live QuickBooks data.
Build executive-ready dashboards with live QuickBooks data using Coefficient
Coefficient creates a bridge between QuickBooks data and spreadsheet-based executive dashboards. You can import data from any of QuickBooks ‘ 22+ standard reports directly into Google Sheets or Excel where you have complete formatting control. Unlike QuickBooks’ rigid report layouts, spreadsheets allow unlimited column reordering, color coding, and visual customization.
How to make it work
Step 1. Create your executive dashboard template.
Design your dashboard in Google Sheets or Excel with exact C-suite formatting requirements. Set up specific column orders, color schemes, conditional formatting, headers, and visual elements that executives need. This template becomes your permanent formatting framework.
Step 2. Connect QuickBooks data to your template.
Use Coefficient’s Objects & Fields import method to select specific fields from multiple QuickBooks objects and arrange them in your preferred layout. You can combine data from Balance Sheet, P&L, Cash Flow, and other reports into a single executive view that QuickBooks cannot create natively.
Step 3. Set up automated refresh scheduling.
Configure hourly, daily, or weekly automated refreshes to eliminate manual report recreation. Your executive-approved formatting remains intact while the underlying QuickBooks data updates automatically. Choose specific days and times that align with your reporting workflow.
Step 4. Apply advanced conditional formatting.
Set up conditional formatting rules that automatically highlight key metrics requiring executive attention. For example, highlight negative cash flow in red, overdue receivables in orange, or revenue growth above targets in green. These visual cues update automatically with each data refresh.
Transform your executive reporting workflow
This approach transforms the weekly manual burden of rebuilding reports into a one-time template setup with automated data refreshes. Your executive dashboards maintain consistency and eliminate human error while delivering current financial insights. Start building your automated executive dashboards today.
