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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 dashboards need comprehensive, current financial data that updates automatically without requiring accounting software navigation. Live QuickBooks connections enable dashboard creation that combines multiple data sources into executive-friendly views that refresh automatically with current financial performance.
You’ll learn how to build multi-source dashboards that pull live data from QuickBooks and present it in formats executives can use for strategic decision-making.
Build comprehensive dashboards using Coefficient
Coefficient enables executive dashboard creation by connecting live QuickBooks data directly to spreadsheet environments where you can build comprehensive, visually-appealing financial dashboards. You can import data from multiple sources simultaneously, combining Profit & Loss summaries, Cash Flow data, A/R Aging information, and customer metrics into a single executive view that updates automatically with current QuickBooks information.
How to make it work
Step 1. Import multi-source financial data.
Use Coefficient’s Objects & Fields import method to select specific data points executives need from different QuickBooks sources. Combine revenue trends from Profit & Loss reports, cash flow data, customer payment status from A/R Aging, and expense categories into a comprehensive dataset.
Step 2. Design executive-friendly dashboard layouts.
Arrange imported data in clear, executive-friendly layouts within the spreadsheet. Create summary tables, trend calculations, and key performance indicators that automatically update as underlying QuickBooks data changes. Focus on metrics that drive strategic decisions.
Step 3. Configure live data refresh scheduling.
Set up daily or hourly automated updates so executives always see current financial performance when they access the dashboard. Unlike static QuickBooks reports that require manual regeneration, these dashboards automatically pull fresh data based on your configured schedule.
Step 4. Create multiple dashboard views.
Build different worksheets within the same dashboard for various executive perspectives. Include high-level summary views for quick reviews, detailed breakdowns for deeper analysis, and trend analysis for strategic planning, all fed by live QuickBooks data.
Step 5. Enable interactive data exploration.
Implement filtering options so executives can view data by date ranges, departments, or other relevant segments without needing QuickBooks system access. They can perform their own analysis using familiar spreadsheet tools while working with live accounting data.
Empower data-driven executive decisions
Live QuickBooks executive dashboards provide comprehensive financial insights that update automatically, enabling strategic decision-making based on current accounting data. Build your executive dashboard system today.
