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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.”
Waiting for month-end reports to see consolidated performance across multiple QuickBooks entities creates blind spots in critical business decisions. Real-time visibility into all your companies’ financial data changes how quickly you can respond to opportunities and issues.
Here’s how to build a live dashboard that automatically updates with current data from all your QuickBooks company files.
Build live dashboards with automated QuickBooks data feeds using Coefficient
Coefficient creates live connections to multiple QuickBooks company files, pulling current data without manual intervention. The multi-company support allows simultaneous connections to all your entities with automated refresh scheduling.
You can import key financial reports like P&L, Balance Sheet, and Cash Flow from each entity, then build consolidated visualizations that update automatically as business activity happens.
How to make it work
Step 1. Connect all QuickBooks company files.
Set up individual connections for each entity through Coefficient’s multi-company support. Each connection maintains live API access to pull current data from that company’s QuickBooks file.
Step 2. Import key financial reports from each entity.
Use “From QuickBooks Report” to pull P&L, Balance Sheet, and Cash Flow reports from each company. Apply consistent date filtering to ensure period-over-period comparisons work correctly across all entities.
Step 3. Set up automated refresh schedules.
Configure different refresh frequencies based on data needs – daily for cash flow monitoring, weekly for P&L updates. The automated schedules ensure dashboard data stays current without manual updates.
Step 4. Create consolidation and summary sheets.
Build sheets that aggregate data across all company files using formulas like SUMIF and QUERY. These summary sheets become the data source for your dashboard visualizations.
Step 5. Build interactive dashboard visualizations.
Create charts, pivot tables, and conditional formatting that reference your consolidated data. Use Google Sheets’ native charting tools to build executive summary views with key metrics from all entities.
Step 6. Add real-time performance indicators.
Set up conditional formatting to highlight performance variances across companies. Create KPI cards that show consolidated revenue, expenses, and cash position that update automatically.
Get instant visibility into consolidated performance
This real-time approach eliminates the lag time inherent in manual consolidation processes. Leadership gets current financial position across all entities without waiting for month-end compilation. Start building your real-time QuickBooks dashboard today.
