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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.”
Stop sending static QuickBooks revenue reports through email attachments. You can create live, shareable dashboards that executives access directly through bookmarked links, eliminating the constant cycle of generating and distributing reports.
Here’s how to transform your reporting from a manual “push” model to an automated “pull” system where executives get real-time revenue data whenever they need it.
Create live revenue dashboards using Coefficient
Coefficient connects your QuickBooks revenue data directly to spreadsheets, creating live dashboards that update automatically. Instead of emailing static reports, you share a single spreadsheet link that always shows current financial data from your QuickBooks system.
How to make it work
Step 1. Connect QuickBooks to your spreadsheet.
Install Coefficient in Google Sheets or Excel, then connect your QuickBooks account. You’ll need admin permissions to establish the connection, but once set up, you can share access with your team without sharing credentials.
Step 2. Import your revenue data.
Use Coefficient’s “From QuickBooks Report” feature to pull Profit & Loss reports, Transaction Lists, or create custom revenue datasets using the Objects & Fields method. This gives you flexibility to show exactly the revenue metrics executives need.
Step 3. Set up automated refreshes.
Configure refresh schedules based on how current the data needs to be. Set hourly updates for rapidly changing revenue metrics, daily refreshes for standard financial reports, or weekly updates for trend analysis. The system pulls fresh data automatically without any manual work.
Step 4. Share the live dashboard link.
Share the spreadsheet with appropriate permissions for each executive. They bookmark the link and access current revenue data whenever needed, completely bypassing email distribution. The dashboard updates in the background based on your refresh schedule.
Transform your revenue reporting workflow
Live revenue dashboards eliminate the manual work of generating and distributing reports while ensuring executives always see current QuickBooks data. Start building your automated revenue reporting system today.
