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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.”
QuickBooks native reports become outdated the moment you generate them, forcing executives to wait for updated versions or work with stale financial data. Real-time dashboards solve this by connecting live accounting data directly to executive-friendly interfaces.
You’ll learn how to build dashboards that automatically refresh with current QuickBooks data and give executives self-service access to financial metrics without requiring accounting software training.
Build live executive dashboards using Coefficient
Coefficient transforms static QuickBooks reports into dynamic, real-time dashboards by connecting live accounting data to spreadsheet environments. Executives access these dashboards through shared links, viewing current financial performance without needing QuickBooks system access.
How to make it work
Step 1. Import comprehensive financial data.
Connect to any of QuickBooks’ 22+ standard reports including Balance Sheet, Cash Flow, and Profit & Loss. Use the Objects & Fields method to create custom datasets pulling specific revenue, expense, and customer metrics that executives actually need to see.
Step 2. Design executive-friendly layouts.
Arrange imported data in clear, intuitive spreadsheet formats that executives can navigate easily. Create summary tables, key performance indicators, and trend calculations that automatically update as underlying QuickBooks data changes.
Step 3. Configure automated refresh schedules.
Set up hourly updates for critical metrics like cash flow or daily refreshes for comprehensive financial dashboards. Unlike QuickBooks native reporting, these dashboards automatically pull fresh data based on your configured schedule without manual intervention.
Step 4. Enable self-service access.
Share dashboard links with appropriate permissions for each executive. They can bookmark these URLs and access real-time financial information whenever needed, apply their own filters, and even drill into specific metrics using familiar spreadsheet tools.
Step 5. Create multiple dashboard views.
Build different worksheets within the same dashboard for various perspectives. Include high-level summaries for quick reviews, detailed breakdowns for deeper analysis, and trend analysis for strategic planning, all fed by live QuickBooks data.
Give executives the financial visibility they need
Real-time QuickBooks dashboards transform executives from passive report recipients into active data consumers with on-demand access to current financial insights. Create your executive dashboard system today.
