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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.”
Static expense reports become outdated the moment you create them. Department leads need current spending visibility to make informed budget decisions, but manually updating dashboards with fresh QuickBooks data consumes valuable time and introduces errors.
Here’s how to create dynamic expense dashboards that automatically update with filtered department data from QuickBooks, providing real-time financial insights without manual intervention.
Create self-updating expense dashboards using Coefficient
Coefficient establishes a live connection between your QuickBooks expense data and QuickBooks dashboard visualizations. Your charts and pivot tables automatically reflect current spending patterns while department-specific filtering ensures relevant data visibility.
How to make it work
Step 1. Import live expense data with department filtering.
Use Coefficient’s “From Objects & Fields” method to import expense data from Bills, Expenses, and Journal Entries. Apply class-based filters for department codes and set dynamic date ranges for current period tracking during the import setup.
Step 2. Configure automated refresh schedules.
Set up refresh cycles that match your department’s monitoring needs. Choose hourly refresh for real-time expense tracking, daily for standard budget oversight, or add manual refresh buttons for on-demand updates when needed.
Step 3. Build dynamic dashboard visualizations.
Create charts and pivot tables using the live Coefficient data. Build monthly expense trends by category, budget versus actual spending comparisons, vendor spending analysis, and department expense breakdowns that automatically update with fresh data.
Step 4. Set up multi-department dashboard views.
Create separate dashboard tabs for different departments or use dynamic filtering to allow users to switch between department views within a single dashboard. Each view automatically reflects the relevant department’s current expense data.
Get real-time expense visibility today
Live dashboards eliminate the gap between when expenses occur and when you can analyze them. Department leads get immediate insights into spending patterns while finance teams avoid the manual work of updating static reports. Build your live expense dashboard and transform how your organization monitors departmental spending.
