How to maintain dynamic calculations in exported P&L statements for what-if analysis

using Coefficient excel Add-in (500k+ users)

Create dynamic P&L statements from QuickBooks that support what-if analysis and scenario modeling with live data connections and flexible calculations.

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Static P&L exports from QuickBooks cannot support what-if analysis because they lack the dynamic calculations needed for scenario modeling. Traditional exports only provide fixed values without the flexibility required for financial planning.

Here’s how to create dynamic P&L statements that integrate seamlessly with powerful calculation engines for comprehensive scenario analysis.

Create dynamic P&L statements for scenario modeling using Coefficient

Coefficient transforms this limitation into an opportunity by providing live P&L data that integrates seamlessly with Excel’s powerful calculation engine. You can combine real QuickBooks data with flexible scenario modeling for sophisticated what-if analysis.

How to make it work

Step 1. Import base P&L data via Coefficient.

Select “From QuickBooks Report” → “Profit And Loss” and choose your analysis period and accounts. Import this data to a designated data sheet that serves as your baseline.

Step 2. Build dynamic calculation layers with assumption cells.

Create assumption cells for growth rates, cost adjustments, and pricing changes. Link P&L line items to assumptions using formulas like =B2*(1+$E$2) for revenue growth scenarios or =C5*(1-$F$2) for cost reduction modeling.

Step 3. Construct comprehensive what-if models.

Build revenue scenarios with =OriginalRevenue*(1+GrowthAssumption), cost variations using =COGS*CostReductionFactor, and margin analysis with dynamic calculations based on adjusted inputs. Use scenario toggles with IF statements for multiple modeling options.

Step 4. Automate updates with live data integration.

Schedule data refreshes to pull latest actuals from QuickBooks . Your formulas automatically recalculate with new baseline data, and scenarios adjust dynamically to reflect current performance.

Enable sophisticated financial modeling with live data

This approach enables sophisticated what-if analysis impossible with static exports, combining real QuickBooks data with flexible scenario modeling capabilities. Start building dynamic P&L models that support comprehensive financial planning today.

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