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Executive reporting portals provide centralized financial visibility, but QuickBooks doesn’t offer this functionality natively. You can create comprehensive executive portals using a single admin connection that serves multiple role-based dashboards without additional licensing costs.
Here’s how to build professional executive reporting portals that exceed QuickBooks’ native capabilities.
Create comprehensive reporting portals using Coefficient
Coefficient functions as a complete executive QuickBooks reporting portal by combining multiple reports and objects into unified executive views. A single admin connection feeds role-specific dashboards while automated updates ensure all portal data stays current without QuickBooks user management complexity.
How to make it work
Step 1. Set up centralized data hub with single QuickBooks connection.
Establish one Admin connection that feeds multiple executive dashboards. This eliminates individual user seat costs while maintaining centralized access control and security oversight.
Step 2. Create role-based dashboard components for different executives.
Build CEO dashboards with high-level P&L trends and KPIs, CFO portals with detailed financial statements and variance analysis, and board reporting with quarterly summaries and comparative analysis.
Step 3. Integrate multiple QuickBooks reports in unified views.
Combine Balance Sheet, P&L, Cash Flow, and custom object data in single executive dashboards. This provides comprehensive financial visibility that QuickBooks can’t deliver natively.
Step 4. Configure automated portal updates with scheduled refreshes.
Set up daily, weekly, or monthly refresh schedules based on executive needs. All portal components update automatically, ensuring executives always see current financial data.
Step 5. Enable cross-report analytics and trend visualization.
Create charts and graphs that auto-update with new QuickBooks data. Build trend analysis that combines data from multiple reports for comprehensive financial storytelling.
Deploy your executive portal today
Professional reporting portals provide enterprise-grade financial visibility without the licensing costs and complexity of multiple QuickBooks accounts. Build your executive portal today.
