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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 lacks automated burn rate calculations and can’t update external dashboards without manual exports. This makes it nearly impossible to maintain accurate, daily burn rate tracking for financial planning.
Here’s how to build a fully automated burn rate tracker that updates every morning with fresh QuickBooks data.
Build automated burn rate tracking with multiple data sources using Coefficient
Coefficient combines QuickBooks data import with Google Sheets’ calculation power to create automated financial dashboards. The key advantage is synchronized data refresh across multiple QuickBooks reports, ensuring accurate burn rate calculations.
How to make it work
Step 1. Import multiple QuickBooks data sources.
Use Coefficient’s “From Objects & Fields” method to pull monthly expenses from Profit and Loss reports, cash balances from Balance Sheet data, and historical spending patterns from Transaction List reports. This gives you complete burn rate calculation inputs.
Step 2. Configure daily automation for all data sources.
Set up Coefficient’s daily refresh scheduling to update all imported data simultaneously every morning. This ensures your burn rate calculations always use synchronized, current financial data from QuickBooks.
Step 3. Apply dynamic date filtering for rolling periods.
Use Coefficient’s date-logic filters to automatically pull rolling 30-day or 90-day expense data. This eliminates manual date adjustments while ensuring accurate burn rate calculations based on recent spending patterns.
Step 4. Create automated burn rate calculations in Google Sheets.
Build formulas that calculate monthly burn rate from imported expense data, daily burn rate (monthly ÷ 30), and trend analysis using historical data. Your dashboard updates automatically as new QuickBooks data flows in.
Transform your financial tracking workflow
Automated burn rate dashboards eliminate manual export bottlenecks while providing real-time visibility into your cash consumption patterns. Start building your automated financial dashboard with Coefficient today.
