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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.”
Manual runway calculations from QuickBooks cash flow data eat up hours each month and become outdated the moment you finish them. There’s a better way to track your startup’s financial runway automatically.
Here’s how to set up automated runway calculations that update in real-time as new transactions hit your QuickBooks account.
Import live cash flow data and automate runway calculations using Coefficient
Coefficient connects your QuickBooks cash flow data directly to QuickBooks spreadsheets with automated refresh capabilities. Unlike QuickBooks’ native reporting that requires manual export and separate calculations, this approach keeps your runway metrics current without any manual work.
How to make it work
Step 1. Import your QuickBooks Cash Flow report.
Use Coefficient’s “From QuickBooks Report” method to pull your standard Cash Flow report directly into your spreadsheet. This eliminates manual data entry and gives you real-time access to your cash position and operating cash flows.
Step 2. Set up automated data refreshes.
Configure daily or weekly refresh schedules based on your timezone. Your cash flow data will update automatically as new transactions post to QuickBooks, keeping your runway calculations current without any manual intervention.
Step 3. Build dynamic runway formulas.
Create formulas that automatically calculate your current cash position from ending balances, average monthly burn rate from operating cash flows, and runway projection using the formula: Current Cash ÷ Monthly Burn Rate = Months of Runway.
Step 4. Add historical trend analysis.
Use Coefficient’s dynamic date-logic filters to pull specific time periods for burn rate trending. This gives you more accurate runway projections based on actual spending patterns rather than single-month snapshots.
Get real-time runway visibility
Automated runway calculations eliminate the monthly heavy lifting of manual Excel updates and provide continuous visibility into your startup’s financial position. Start building your automated runway dashboard today.
