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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 dashboards with live QuickBooks data without buying additional user licenses. The solution involves connecting your accounting data to shared spreadsheets that update automatically.
Here’s how to set up professional executive dashboards that stay current without manual exports or expensive QuickBooks seats.
Build automated executive dashboards using Coefficient
Coefficient solves the licensing problem by using one admin connection to serve unlimited executives through shared spreadsheet dashboards. Instead of each executive needing their own QuickBooks login, they access live financial data through familiar QuickBooks spreadsheet interfaces with view-only permissions.
How to make it work
Step 1. Connect QuickBooks to Coefficient with admin permissions.
You’ll need Admin or Master Admin access to establish the connection. This single connection will feed all your executive dashboards without requiring additional QuickBooks user seats.
Step 2. Import key executive metrics using the “From QuickBooks Report” feature.
Pull in essential reports like Profit & Loss, Balance Sheet, and Cash Flow statements. These form the foundation of your executive dashboard with the financial data leaders need most.
Step 3. Set up automated refresh schedules.
Configure daily, weekly, or hourly updates depending on how current your executives need the data. The dashboard will automatically pull fresh numbers from QuickBooks without any manual work.
Step 4. Share spreadsheets with view-only permissions.
Distribute the dashboard to executives through Google Sheets or Excel sharing. They get full visibility into financial performance without QuickBooks login credentials or system access.
Step 5. Create role-specific dashboard views.
Filter data to show only relevant metrics for each executive role. CEOs might see high-level KPIs while department heads focus on their specific budget performance.
Start building your executive dashboard today
This approach eliminates licensing costs while giving executives professional financial visibility through automated, current data. Get started with Coefficient to create your first executive dashboard.
