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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.”
Finance teams need to create role-based QuickBooks dashboards for different stakeholders, but traditional solutions require IT support, long project timelines, and technical expertise that most finance teams don’t have.
Here’s how to build comprehensive role-based reporting dashboards using familiar tools without waiting for IT resources or learning complex technical systems.
Build role-based dashboards using Coefficient
Coefficient enables finance teams to create comprehensive role-based QuickBooks reporting dashboards without IT support. Use intuitive point-and-click configuration to build custom dashboards in familiar Google Sheets environment.
How to make it work
Step 1. Connect QuickBooks and create role-specific data imports.
Finance admin connects QuickBooks through Coefficient’s user-friendly interface. Create filtered imports for different roles – executive dashboards with Profit & Loss and Cash Flow summaries, sales manager dashboards with Customer and A/R data, operations dashboards with Vendor and Purchase Order information.
Step 2. Apply sophisticated filtering without coding.
Use Coefficient’s intuitive filtering interface to apply AND/OR logic filters, dynamic date ranges, and role-specific data views. Filter by department, territory, customer segment, or any other criteria relevant to each role’s responsibilities.
Step 3. Configure automated refresh and sharing.
Set up automated refresh schedules through simple dropdown menus – weekly for executives, daily for operations, hourly for sales. Share dashboards with appropriate stakeholders using standard Google Sheets permissions without complex security configurations.
Step 4. Enhance dashboards with Google Sheets functionality.
Use familiar Google Sheets features like conditional formatting, charts, and calculations to enhance dashboard visualization. Create multiple data views on single dashboards and modify layouts based on user feedback without technical support.
Empower finance teams with self-service dashboard creation
This approach democratizes QuickBooks reporting creation, enabling finance teams to build and maintain sophisticated role-based dashboards using familiar tools while maintaining enterprise-grade security. Start building your role-based dashboards today.
