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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.”
Coefficient enables sharing of live QuickBooks sales reports through Google Sheets links while eliminating manual export workflows entirely. This approach provides secure, real-time sales data access without requiring recipients to have QuickBooks login credentials, transforming sales reporting from a manual process into an automated, collaborative workflow.
Here’s how to set up automated sales report sharing that keeps all stakeholders informed with current performance data.
Enable real-time sales data sharing with automated updates using Coefficient
Manual QuickBooks sales reporting creates version control issues and requires constant data exports. Coefficient’s automated approach provides a single source of truth with real-time updates, ensuring stakeholders always see current sales performance without manual intervention.
How to make it work
Step 1. Import comprehensive sales data.
Connect QuickBooks through Coefficient and import sales data using multiple methods. Use “Transaction List” report for detailed sales transactions, “Invoice” object for comprehensive invoice data, or custom combinations using “Objects & Fields” for specific sales metrics.
Step 2. Configure automated refresh and filtering.
Set daily or hourly refresh schedules to capture current sales data automatically. Configure date filters for specific reporting periods and enable automatic updates to capture new sales transactions as they occur.
Step 3. Set up secure link sharing.
Share Google Sheets links with stakeholders and set appropriate permissions (view, comment, or edit based on user needs). Recipients see live sales data without QuickBooks access requirements, maintaining security separation between your accounting system and sales reporting.
Step 4. Enable collaborative analysis features.
Create custom metrics like sales velocity, conversion rates, and territory performance using standard Google Sheets formulas. Build visual dashboards with charts and pivot tables for executive presentations, and maintain sales trends with historical tracking for period-over-period comparisons.
Transform your sales reporting workflow
This automated approach eliminates version control issues and keeps all stakeholders informed with current sales performance data, creating a collaborative environment for sales analysis and decision-making. Start sharing live sales reports and eliminate manual export workflows.
