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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.”
CFO summaries require data from multiple QuickBooks reports – Balance Sheet, P&L, Cash Flow, and A/R Aging. Manually exporting and consolidating these reports into one executive summary takes hours and creates version control headaches.
Here’s how to build an automated one-page CFO summary that pulls data from all your QuickBooks reports and updates automatically.
Create consolidated executive reporting using Coefficient
Coefficient imports data from multiple QuickBooks reports into a single Google Sheets dashboard. Instead of manually exporting and combining separate reports, you get automated consolidation with scheduled updates.
How to make it work
Step 1. Import data from all essential QuickBooks reports.
Use Coefficient’s multi-report import to pull Balance Sheet, P&L, Cash Flow, and A/R Aging data into one Google Sheets file. You can organize these on separate tabs or combine key metrics on a single summary page.
Step 2. Build automated calculations for key CFO metrics.
Create formulas that calculate cash burn rate from cash flow data, revenue growth from P&L comparisons, working capital from balance sheet items, and days sales outstanding from A/R aging. These formulas reference your imported QuickBooks data automatically.
Step 3. Schedule weekly updates for Friday CFO reviews.
Set up Coefficient’s automated refresh scheduling to update all connected reports every Friday morning. This ensures your executive summary reflects the most current financial position before leadership meetings.
Step 4. Design executive-ready visualizations.
Use Google Sheets’ charting capabilities with your live QuickBooks data to create charts and graphs that update automatically. Add conditional formatting to highlight key metrics that need attention.
Step 5. Focus on essential metrics only.
Use Coefficient’s Objects & Fields import method to pull only the specific QuickBooks data points needed for your CFO summary. This creates a lightweight, focused report that loads quickly and stays relevant.
Streamline your executive reporting process
An automated one-page CFO summary eliminates the weekly scramble to compile financial data from multiple sources. Your executive team gets consistent, comprehensive insights without the manual consolidation work. Start building your automated CFO summary today.
