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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.”
Creating automated financial dashboards for VC reporting eliminates hours of manual work each month while ensuring your investors always have access to current data.
Here’s how to set up automated dashboards that pull live QuickBooks data and update automatically for your monthly VC meetings.
Build automated VC dashboards using Coefficient
Coefficient connects your QuickBooks data directly to QuickBooks spreadsheets with automated refresh capabilities. This means your VC dashboards update automatically without manual exports or data entry.
How to make it work
Step 1. Import your key financial reports.
Use Coefficient’s “From QuickBooks Report” feature to import essential reports like Profit & Loss, Balance Sheet, and Cash Flow statements. Set up automated daily or weekly refreshes so your data stays current throughout the month. Import multiple time periods for comparative analysis that VCs expect to see.
Step 2. Create your dashboard views.
Build executive summary dashboards with key VC metrics like revenue growth, burn rate, runway calculations, and gross margins. Use spreadsheet formulas to calculate investor-specific KPIs like monthly recurring revenue growth and customer acquisition costs. Create visual charts and graphs that automatically update with refreshed QuickBooks data.
Step 3. Set up automated distribution.
Schedule imports to refresh automatically before monthly board meetings. Share Google Sheets with read-only access to VCs, which eliminates the need for manual report generation. Set up email notifications when dashboards are updated with fresh monthly data.
Step 4. Configure security and access controls.
Your QuickBooks login credentials remain completely private while VCs get the financial transparency they need. Create granular control over which financial periods and data points investors can view, with the ability to revoke access instantly if needed.
Transform your monthly VC reporting process
This automated approach saves hours of manual work each month while building investor confidence through consistent, timely financial transparency. Get started with Coefficient to create your first automated VC dashboard today.
