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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.”
Creating a live executive dashboard from QuickBooks data eliminates the manual export-import cycle that keeps financial data stale. With automated connections, your dashboard updates in real-time without any manual intervention.
Here’s how to build an executive dashboard that pulls live QuickBooks data and refreshes automatically for current financial insights.
Build automated QuickBooks dashboards using Coefficient
Coefficient connects QuickBooks directly to Google Sheets with automated refresh capabilities. Unlike QuickBooks’ native reporting that requires manual exports, Coefficient maintains live connections that update your dashboard automatically as new transactions are recorded.
How to make it work
Step 1. Connect QuickBooks to Google Sheets and import key reports.
Install Coefficient in Google Sheets and connect your QuickBooks account using Admin or Master Admin permissions. Import essential financial reports like Profit & Loss, Balance Sheet, and Cash Flow using Coefficient’s “From QuickBooks Report” method.
Step 2. Configure automated refresh schedules.
Set up hourly, daily, or weekly refresh schedules for each import based on your executive meeting cadence. Add manual refresh buttons for on-demand updates during live presentations or strategic planning sessions.
Step 3. Build executive metrics with live data.
Pull revenue data from P&L reports with automatic date filtering for current periods. Import cash position from Balance Sheet data and use Coefficient’s filtering capabilities to focus on specific date ranges or account categories.
Step 4. Create dashboard visualizations.
Use Google Sheets’ native charting with your live Coefficient data to build trend charts and performance indicators. Create summary cards showing key metrics with automatic calculations and set up conditional formatting for performance thresholds.
Start building your live executive dashboard
Automated QuickBooks dashboards ensure executives always see current financial data during meetings and strategic planning. Your dashboard updates without manual work, keeping leadership informed with real-time insights. Get started with Coefficient today.
