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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.”
Executive compensation reports for board meetings and strategic planning require combining financial performance data from QuickBooks with detailed compensation information from Gusto, typically involving hours of manual data compilation.
Here’s how to build self-updating reports that automatically sync both systems, so your executive compensation analysis is always current and ready for presentation.
Create automated executive reports with synchronized data feeds
Coefficient enables fully automated executive compensation reports by synchronizing QuickBooks financial data with QuickBooks and Gusto payroll information. Your reports update automatically with current data, eliminating manual preparation while maintaining professional presentation standards.
How to make it work
Step 1. Import QuickBooks performance data.
Set up automated imports of revenue, profit margins, and departmental performance data using Coefficient’s report import or custom object selection. Configure refresh schedules that align with your reporting cycles, ensuring financial data stays current for executive analysis.
Step 2. Sync Gusto compensation information.
Connect Gusto to automatically pull executive compensation packages, bonus structures, and total compensation costs. Set synchronized refresh timing with your QuickBooks data to ensure both datasets reflect the same reporting periods.
Step 3. Build compensation vs performance calculations.
Create formulas that automatically calculate executive pay against revenue generation, profit margins, and departmental results. Include total compensation tracking with salary, bonuses, benefits, and equity compensation from Gusto alongside corresponding business results from QuickBooks.
Step 4. Design executive dashboard views.
Build multi-period analysis that automatically generates quarterly and annual compensation trend analysis. Use QuickBooks Class or Department tracking to attribute revenue and costs to specific executive responsibilities, creating ROI calculations for executive compensation investment.
Step 5. Set up automated audit trails.
Configure automatic timestamp and data source tracking for compliance and review purposes. This creates the documentation trail that board members and auditors need while maintaining professional report presentation.
Deliver board-ready compensation analysis without manual preparation
Automated executive compensation reports ensure your analysis is always current, accurate, and readily available for strategic decision-making and board presentations. Build your automated executive reporting system today.
