)
Written by
Table of Contents
“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 tracks revenue and costs in separate reports, but calculating margins and profitability trends requires manual work with static data. CFOs need live dashboards that show real-time margin analysis and revenue performance as transactions are recorded.
Here’s how to connect QuickBooks revenue and margin data to a live dashboard that updates automatically with current profitability metrics.
Build live revenue and margin tracking using Coefficient
Coefficient creates live connections between QuickBooks and Google Sheets for real-time revenue and margin analysis. Your dashboard updates automatically as new sales and cost transactions are recorded, giving you current profitability insights without manual calculations.
How to make it work
Step 1. Import live revenue data with automatic refresh.
Connect your QuickBooks Profit & Loss and Transaction List data through Coefficient with hourly or daily refresh scheduling. This ensures your revenue metrics reflect the most current sales data without manual exports.
Step 2. Set up automated margin calculations.
Pull detailed revenue and cost data from QuickBooks to calculate gross margins by product/service line, net profit margins with real-time updates, and margin trends over rolling periods. These formulas update automatically when your data refreshes.
Step 3. Build dynamic revenue tracking with segmentation.
Import sales data from QuickBooks Sales Reports and Invoices to track monthly recurring revenue (MRR), revenue growth rates with automatic period comparisons, and revenue pipeline from estimates and pending invoices.
Step 4. Create advanced filtering for profitability analysis.
Use Coefficient’s filtering capabilities to segment revenue and margin data by customer categories, product lines, sales representatives, and geographic regions. This gives you detailed profitability insights across different business dimensions.
Step 5. Configure real-time dashboard updates.
Set up hourly or daily refresh schedules so your CFO dashboard reflects the most current QuickBooks data without manual intervention. Add conditional formatting to highlight margin performance against targets.
Get real-time profitability insights
A live revenue and margin dashboard eliminates the lag time between sales activity and profitability analysis. You get current insights that help you make informed pricing and operational decisions. Connect your QuickBooks data to a live dashboard today.
