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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 only provides static snapshots that require manual refresh and can’t display live metrics or automated alerts. The reporting interface is limited to pre-built templates without customizable dashboard layouts.
Here’s how to create live metrics dashboards that update automatically throughout the day, giving you real-time visibility into your business performance.
Build real-time QuickBooks dashboards using Coefficient
Coefficient provides live data connections between QuickBooks and QuickBooks , enabling real-time metrics dashboards that update automatically. You can import key objects like Invoices, Payments, Cash Flow reports, and A/R Aging data with automatic refresh capabilities.
How to make it work
Step 1. Establish live data connections.
Import critical QuickBooks objects using the “From Objects & Fields” method. Pull Invoice data, Payment records, Cash Flow reports, and A/R Aging information that will serve as the foundation for your real-time calculations.
Step 2. Configure frequent refresh schedules.
Set up hourly updates for critical metrics like daily cash position, outstanding receivables, or new invoice generation. Coefficient supports automated scheduling with timezone-based refresh timing.
Step 3. Build dynamic KPI calculations.
Create formulas for Daily Sales Run Rate using live Invoice data: =SUMIF(Invoice_Date, TODAY(), Invoice_Amount). Calculate Cash Burn Rate from live Cash Flow data and Collection Efficiency by combining A/R Aging with Payment data.
Step 4. Set up conditional formatting alerts.
Create color-coded alerts for metrics that exceed thresholds. Use conditional formatting to highlight overdue receivables over $10,000, cash positions below your minimum threshold, or unusual expense patterns that need attention.
Step 5. Create executive summary dashboard tabs.
Build separate tabs that automatically populate with current-day, week, and month performance against targets. Use formulas like =SUMIFS(Revenue, Date, “>=1/1/2025”, Date, “<=TODAY()") to show year-to-date performance that updates daily.
Get real-time business visibility
Real-time dashboards provide the proactive visibility that growing businesses need for quick decision-making. Your dashboard reflects actual business performance throughout the day, not just end-of-period snapshots. Start building your real-time dashboard today.
