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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.”
A rolling 12-month forecast needs constant updates with fresh actuals data to stay relevant. Manual data entry from QuickBooks becomes a time-consuming bottleneck that often leads to outdated projections and missed insights.
Here’s how to build a dynamic rolling forecast that automatically incorporates live QuickBooks data and adjusts forward as months progress.
Set up automated QuickBooks data imports using Coefficient
Coefficient provides the automated actuals update capabilities you need for a true rolling forecast. The system imports historical data, tracks current performance, and feeds real-time information into your projection formulas.
How to make it work
Step 1. Import 12+ months of historical QuickBooks data.
Use Coefficient’s “From QuickBooks Report” method to pull Profit and Loss data with date filtering. Set up dynamic date-logic filters that automatically capture rolling 12-month periods, so your data range adjusts as months progress.
Step 2. Configure daily refreshes for current period tracking.
Set up daily refreshes to capture real-time actuals for the current month. This ensures your rolling forecast always includes the latest QuickBooks performance data for accurate variance analysis.
Step 3. Build forecast formulas that reference live actuals.
Create separate sections for “Actuals” (Coefficient imports), “Current Month Forecast,” and “Future Projections.” Your forecast calculations should reference the imported actuals for trend analysis and forward-looking projections.
Step 4. Set up automated rolling functionality.
Use dynamic date filters and formula logic that automatically rolls the forecast forward each month. As new actuals come in, they replace the oldest historical data, maintaining a consistent 12-month rolling window.
Step 5. Create variance analysis and trend recognition.
Build formulas that compare forecasted vs. actual performance using the real-time QuickBooks data. This helps identify patterns in actual performance to improve future forecast accuracy.
Maintain always-current forecasts with minimal effort
This setup creates a self-maintaining forecast model that automatically incorporates new actuals and rolls forward each month. You get continuous insights without manual data updates, plus better accuracy through real-time variance analysis. Build your rolling forecast with automated QuickBooks integration.
