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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.”
Traditional dashboard solutions require API development, database management, or complex business intelligence tools that need ongoing IT maintenance and technical expertise that most finance teams don’t have.
Here’s how to build sophisticated investor dashboards using existing spreadsheet skills without any technical expertise or IT department involvement.
Create no-code dashboards using Coefficient
Coefficient enables non-technical users to build real-time QuickBooks investor dashboards through a no-code interface that connects directly to QuickBooks and creates automatically updating spreadsheet dashboards.
How to make it work
Step 1. Connect QuickBooks without technical setup.
Use Coefficient’s one-click QuickBooks connection (no API keys or technical configuration required). Import financial data through an intuitive point-and-click interface. Access all standard QuickBooks reports and custom data fields without coding.
Step 2. Build investor metrics in familiar spreadsheets.
Create key investor KPIs using standard Excel/Google Sheets formulas for Monthly Recurring Revenue growth rates, Customer Acquisition Cost and Lifetime Value ratios, burn rate and cash runway calculations, and gross margin analysis. Use built-in charting tools to create visual trend analysis and set up comparative period analysis.
Step 3. Configure real-time data updates.
Set up automated refresh schedules (hourly, daily, or weekly) through simple dropdown menus. Schedule updates to occur before investor meetings or monthly board calls. Configure email notifications when dashboards update with fresh data.
Step 4. Create professional investor views.
Design executive summary pages with high-level financial snapshots. Build detailed drill-down sections for specific investor questions. Add commentary sections for management insights on variances or trends.
Step 5. Share securely with investors.
Generate view-only sharing links for different investor groups. Control access permissions without IT involvement. Track investor engagement through built-in activity monitoring.
Empower finance teams with no-code solutions
This approach empowers finance teams to create sophisticated investor dashboards using existing spreadsheet skills, delivering enterprise-level reporting capabilities in 2-3 hours instead of weeks of IT development. Build your real-time investor dashboard with Coefficient today.
