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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.”
Board meeting preparation shouldn’t involve hours of manual report generation and email distribution every month. Automated, read-only reports ensure board members always have current financial data.
Here’s how to create board reports that update automatically and provide secure access without the manual work.
Build automated board reporting using Coefficient
Coefficient enables you to create read-only QuickBooks reports that automatically update for board meetings through QuickBooks spreadsheet integration. This eliminates manual preparation work while ensuring board members always have current financial data.
How to make it work
Step 1. Set up your core financial reports.
Import essential board reports like Balance Sheet, Profit & Loss, Cash Flow Statement, and A/R Aging Summary using the “From QuickBooks Report” method. Configure automated refresh schedules (weekly or daily) to ensure data freshness without manual intervention.
Step 2. Create board-specific dashboards.
Build executive summary sheets with key board metrics like cash runway, revenue trends, and expense analysis. Add month-over-month and year-over-year comparison calculations that board members expect to see. Include visual charts for quick trend identification during board presentations.
Step 3. Implement automated updates.
Schedule imports to refresh 24-48 hours before regular board meetings. Set up timezone-based scheduling to ensure updates occur during business hours. Create standardized board packet formats that populate automatically with fresh QuickBooks data.
Step 4. Configure secure board member access.
Share Google Sheets with “View Only” permissions to board members. Board members can access updated reports anytime without waiting for email distributions. Enable comment permissions for board members to ask questions directly on specific line items.
Eliminate manual board prep work
This automated approach eliminates 2-3 hours of manual report preparation before each board meeting while ensuring board members can review current materials in advance. Transform your board reporting process with Coefficient today.
