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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.”
Nothing kills credibility faster than presenting financial data that doesn’t match what stakeholders see when they check QuickBooks directly. Static CSV exports become outdated the moment they’re created, leaving you vulnerable to embarrassing discrepancies.
Here’s how to ensure your presentations always reflect current business operations.
Build always-current financial dashboards using Coefficient
Coefficient eliminates stale data problems by creating live connections between QuickBooks and QuickBooks your spreadsheets. Automated refresh scheduling keeps your dashboards current without manual intervention, while built-in timestamps show exactly when data was last synchronized.
How to make it work
Step 1. Set up automated refresh scheduling for your key financial data.
Configure daily or hourly automatic refreshes to ensure dashboards stay current throughout the day. For board presentations, schedule automatic refreshes one hour before regular meeting times to guarantee fresh data without last-minute scrambling.
Step 2. Add manual refresh capabilities for pre-presentation updates.
Use Coefficient’s on-sheet refresh buttons to pull the most current data immediately before important presentations. This gives you control over data freshness when timing is critical and stakeholder expectations are high.
Step 3. Implement data freshness monitoring with built-in timestamps.
Leverage Coefficient’s automatic timestamp features to verify data currency and communicate update times to stakeholders. This transparency builds confidence in your reporting and provides audit trails for compliance purposes.
Step 4. Create presentation-ready dashboards that update automatically.
Build executive dashboards, operational monitoring views, and department reports around live QuickBooks data. Unlike static exports, these dashboards maintain credibility because they always match current system values.
Present with confidence using always-current data
Live data connections eliminate the embarrassing scenario where dashboard numbers don’t align with current QuickBooks values. Your presentations maintain credibility while you focus on insights instead of data management. Build your always-current financial dashboard today.
