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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 native reports are designed for accounting detail rather than executive presentation, lacking the visual formatting and strategic metrics that leadership requires for decision-making.
Here’s how to transform QuickBooks data into professional executive dashboards that update automatically and present strategic insights clearly.
Create leadership-ready revenue dashboards using Coefficient
Coefficient transforms the challenge of building executive revenue dashboards by providing live QuickBooks data connections and automated formatting capabilities that turn accounting-focused reports into strategic presentations .
How to make it work
Step 1. Import strategic revenue data sources.
Use Coefficient’s “From QuickBooks Report” feature to import Profit & Loss, Cash Flow, and Transaction List data that forms the foundation of executive reporting. This eliminates manual export processes that create outdated dashboards.
Step 2. Build executive-level KPIs and metrics.
Create KPIs like revenue growth rates, margin analysis, and performance trends using live QuickBooks data. These strategic calculations require significant manual work with standard QuickBooks reports but update automatically with live connections.
Step 3. Design clean, professional visualizations.
Transform raw QuickBooks data into executive-ready charts, tables, and summary views. QuickBooks reports are transaction-focused and require extensive formatting work for leadership presentation that Coefficient handles automatically.
Step 4. Implement automated dashboard updates.
Schedule regular refresh cycles to ensure executive dashboards reflect current financial performance without manual intervention. This addresses the critical issue of outdated financial presentations in leadership meetings.
Step 5. Create comparative and trend analysis.
Build period-over-period comparisons, budget variance analysis, and trend reporting that QuickBooks can’t easily generate in executive-friendly formats. These insights help leadership make informed strategic decisions.
Step 6. Maintain accuracy with live connections.
Live connections ensure dashboard accuracy while eliminating the version control issues common with manual QuickBooks export processes. Leadership can trust the data they’re seeing is current and accurate.
Present financial data that drives decisions
Executive dashboards should provide strategic insights that drive business decisions, not accounting details that require interpretation. Start building your professional executive revenue dashboard today.
