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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.”
Manual PDF exports create delays and version control problems when sharing QuickBooks revenue data. You can eliminate this workflow by connecting your accounting data directly to shared spreadsheets that update automatically.
Here’s how to give stakeholders live access to current revenue metrics without the hassle of generating and distributing static reports.
Create live revenue dashboards using Coefficient
Coefficient replaces manual PDF workflows by creating direct connections between QuickBooks and shareable spreadsheets. Stakeholders get current revenue data through familiar interfaces while you eliminate the time-consuming export and distribution process that QuickBooks requires for non-users.
How to make it work
Step 1. Use the “From Objects & Fields” import method for specific revenue data.
Pull targeted revenue information from Sales Receipts, Invoices, and Customer objects. This gives you granular control over exactly which revenue metrics stakeholders see without importing unnecessary data.
Step 2. Apply dynamic date filters for current period focus.
Set up rolling date ranges that automatically show current month, quarter, or year-to-date revenue. Stakeholders always see relevant timeframes without manual filter adjustments.
Step 3. Configure automated daily or weekly refreshes.
Schedule updates based on how frequently stakeholders need current revenue figures. The spreadsheet pulls fresh data automatically, so everyone works with the same current numbers.
Step 4. Share spreadsheets with view-only permissions.
Distribute revenue dashboards through Google Sheets or Excel sharing. Stakeholders can analyze and discuss the data without QuickBooks access or the ability to modify underlying information.
Step 5. Create revenue-specific analysis views.
Build charts showing revenue trends, customer breakdowns, or product line performance. Use conditional formatting to highlight significant changes or targets automatically.
Transform your revenue reporting workflow
Live revenue sharing eliminates the delays and errors of manual PDF exports while giving stakeholders professional, current financial visibility. Start building your automated revenue dashboard today.
