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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.”
Email attachments create version control nightmares and force stakeholders to work with outdated financial data. Live, shareable dashboards eliminate these problems by giving stakeholders direct access to current QuickBooks information through simple links.
You’ll discover how to replace static email workflows with dynamic, self-updating financial dashboards that stakeholders can access whenever they need current data.
Create shareable live dashboards using Coefficient
Coefficient replaces email attachment workflows by creating shareable, live-updating spreadsheets that connect directly to your QuickBooks data. Instead of exporting static reports and attaching them to emails, you import financial data into spreadsheets and share the link with stakeholders who always see current QuickBooks information.
How to make it work
Step 1. Import comprehensive financial data.
Connect to QuickBooks reports like Balance Sheet, Cash Flow, and Profit & Loss, or create custom datasets using specific objects and fields. This gives you flexibility to share exactly the financial information stakeholders need without overwhelming them with unnecessary data.
Step 2. Configure automatic refresh schedules.
Set up refresh timing based on how current the data needs to be. Configure hourly updates for critical metrics, daily refreshes for standard financial reports, or weekly updates for trend analysis. The shared spreadsheet automatically updates with current QuickBooks data based on your schedule.
Step 3. Set up stakeholder access with appropriate permissions.
Share the spreadsheet link with different permission levels for different stakeholder groups. Some might need view-only access while others require the ability to apply filters or add comments directly in the shared dashboard.
Step 4. Enable self-service data exploration.
Recipients can apply their own filters, sorting, and analysis to view the data from their preferred perspective, all while working with live QuickBooks information rather than static snapshots. This eliminates the need for multiple report versions.
Step 5. Eliminate version control confusion.
There’s only one source of truth – the live-connected spreadsheet that automatically updates with current QuickBooks data. Stakeholders never have to wonder if they’re looking at the most recent version or request updated reports via email.
Streamline your financial data sharing
Live QuickBooks dashboards eliminate email attachment workflows while ensuring stakeholders always access current financial information through simple, shareable links. Transform your financial data sharing process today.
