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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.”
You can automate budget vs actual reports for multiple teams by connecting QuickBooks data to Google Sheets with automatic refresh schedules and team-specific filtering.
This eliminates manual report exports and gives each team real-time budget performance tracking with variance calculations that update automatically.
Create automated multi-team budget reports using Coefficient
Coefficient imports both budget and actual expense data from QuickBooks with team-specific filters, then automatically refreshes the data so your variance calculations stay current without manual work.
How to make it work
Step 1. Import budget data with team filters.
Use Coefficient to import Budget objects from QuickBooks, filtering by Class or Department fields to segment by team. Set up automated daily refreshes to capture any budget updates or adjustments.
Step 2. Import actual expense data with matching filters.
Create separate imports for actual expenses using Transaction List reports or Expense objects. Apply the same team-based filters (Department, Class, or custom fields) to ensure your budget and actual data align properly.
Step 3. Build automated variance calculations.
In Google Sheets, create formulas to calculate dollar variance (Budget – Actual), percentage variance ((Actual/Budget)*100), and favorable/unfavorable indicators. These calculations update automatically when Coefficient refreshes the underlying data.
Step 4. Create team-specific or consolidated views.
Build individual sheets for each team showing their specific budget vs actual performance, or create a master dashboard consolidating all teams’ variance metrics. Add conditional formatting to highlight significant variances.
Step 5. Schedule automated data refreshes.
Configure Coefficient to refresh both budget and actual data on your preferred schedule (daily or weekly). Your variance reports always reflect current financial performance without manual intervention.
Get real-time budget monitoring
Automated budget vs actual reporting eliminates the manual export process while providing live variance tracking that updates throughout your reporting period. Start building your automated budget reports today.
