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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.”
You can create role-based spend visibility dashboards using QuickBooks data in QuickBooks spreadsheets with granular filtering that shows each role only their relevant financial information.
This approach provides secure, filtered data access without exposing QuickBooks credentials or requiring direct system access for different user roles.
Build role-specific dashboards using Coefficient
Coefficient connects to QuickBooks through a single admin connection and creates role-filtered dashboards that automatically segment spending data by department, project, region, or custom role definitions.
How to make it work
Step 1. Establish secure QuickBooks connection.
Connect QuickBooks through Coefficient using Admin or Master Admin permissions. Role-based users will access filtered dashboard data without needing QuickBooks login credentials or system access.
Step 2. Create role-specific data filters.
Use Coefficient’s advanced filtering with AND/OR logic to segment spending data by role. Filter department managers by Department field, project leads by Class or Project fields, regional managers by Location fields, and executives with summary views across all departments.
Step 3. Set up automated data imports.
Import relevant expense data (Bills, Expenses, Journal Entries) with role-appropriate filters applied. Configure automated refresh schedules to keep dashboards current without manual intervention from any user role.
Step 4. Build role-specific dashboard sheets.
Create separate spreadsheets for each role level. Department sheets show only relevant team spending, executive sheets display cross-department summaries, and project-specific sheets focus on project manager needs. Customize metrics for each role’s requirements.
Step 5. Implement secure sharing permissions.
Use spreadsheet sharing permissions to grant appropriate access levels. Most roles get view-only access to their filtered data, while dashboard administrators maintain edit access for connection and filter management.
Step 6. Add role-appropriate metrics and visuals.
Customize each dashboard with relevant KPIs. Include detailed line items for operational managers, summary metrics for executives, project-specific spending for project leads, and regional breakdowns for geographic managers.
Secure your financial data with role-based access
Role-based spend dashboards provide appropriate financial visibility for each user level while maintaining proper data segregation and security. Start building your role-based spend dashboards today.
