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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.”
Yes, you can link QuickBooks metrics directly to Google Slides charts without manual updates using Coefficient as the integration bridge, creating a fully automated reporting workflow.
This setup eliminates all manual data copying, chart updating, and formatting tasks while ensuring your presentations always display current financial information.
Create direct metric linking using Coefficient
Coefficient imports QuickBooks metrics directly into Google Sheets using scheduled refreshes, then maintains live connections to charts in your Google Slides presentations. This creates an automated pipeline where your visualizations update automatically when QuickBooks data changes.
How to make it work
Step 1. Set up automated metric collection.
Connect Coefficient to QuickBooks and configure imports for all standard objects like Accounts, Invoices, Customers, and Payments. Set up filtering to capture specific metrics relevant to your charts such as revenue by period, expense categories, and cash flow trends. Schedule automatic refreshes daily, weekly, or hourly based on your needs.
Step 2. Create dynamic chart calculations.
Build charts in Google Sheets using live QuickBooks data imported by Coefficient. Create calculated metrics like gross margin percentages, growth rates, and variance analysis. Design charts that automatically scale and adjust as new data flows in from QuickBooks.
Step 3. Enable seamless Google Slides integration.
Insert linked charts from Google Sheets into your Slides presentations and enable automatic chart updates so visualizations refresh when underlying QuickBooks data changes. Your professional formatting remains consistent while data accuracy stays current.
Step 4. Configure your automated update workflow.
Set Coefficient to automatically pull the latest QuickBooks metrics on your preferred schedule. Google Sheets charts reflect new data immediately after refresh, and linked charts in Google Slides update when you open or refresh the presentation.
Step 5. Monitor key automated metrics.
Track monthly revenue and expense trends, cash flow projections and actual performance, customer payment patterns and A/R aging, budget vs. actual variance analysis, and profitability metrics by department or class. All update automatically without manual intervention.
Transform presentations into automated financial dashboards
This automated solution ensures your Google Slides charts always display current QuickBooks metrics without any manual processes, eliminating outdated information and time spent reformatting. Start automating your financial presentations today.
