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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.”
You can create executive-ready QuickBooks dashboards directly in spreadsheets without expensive BI tools like Tableau or Power BI. This approach delivers professional financial reporting at a fraction of enterprise BI costs.
Here’s how to build board-presentation quality QuickBooks dashboards using familiar spreadsheet tools and automated data connections.
Create professional QuickBooks financial dashboards using Coefficient
Coefficient enables executive-level QuickBooks reporting directly in spreadsheets, eliminating per-user licensing costs and complex BI tool implementations. You get professional data presentation with automatic formatting and validation suitable for executive decision-making.
How to make it work
Step 1. Connect QuickBooks with admin permissions.
Install Coefficient and authenticate your QuickBooks connection using Admin or Master Admin credentials. This ensures access to all financial data needed for executive reporting.
Step 2. Import core financial reports.
Use “From QuickBooks Report” to import Balance Sheet, Profit & Loss, and Cash Flow statements with automatic formatting. These provide the foundation for executive financial analysis.
Step 3. Build custom KPI dashboards.
Select “From Objects & Fields” to create focused executive views with key metrics like revenue trends, cash position, and customer payment patterns. Apply filters for period-over-period comparisons.
Step 4. Set up automated weekly refresh.
Configure weekly refresh scheduling for Monday morning executive reviews. This ensures current data is available for management decisions without manual preparation time.
Step 5. Create executive visualizations.
Build spreadsheet charts and pivot tables for visual presentation. Use conditional formatting to highlight variances and key performance indicators that executives need to track.
Start building executive QuickBooks dashboards
Professional QuickBooks financial dashboards don’t require expensive BI tools or weeks of implementation. Spreadsheet-based executive reporting provides familiar interfaces with automated data updates suitable for board presentations. Create your executive dashboard today.
