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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.”
QuickBooks captures all your financial data but lacks SaaS-specific dashboards for metrics like MRR, churn rates, and customer lifetime value.
Here’s how to transform your QuickBooks data into a comprehensive SaaS analytics platform with automated updates.
Build live SaaS dashboards from QuickBooks API data using Coefficient
Coefficient connects directly to the QuickBooks API and imports multiple data sources simultaneously for comprehensive SaaS analytics.
How to make it work
Step 1. Connect multiple QuickBooks data sources.
Import Customer records, Invoice data, Payment records, and Item records through Coefficient’s multi-object import. This gives you the foundation for churn analysis, MRR calculations, and product performance tracking.
Step 2. Set up automated refresh schedules.
Configure hourly, daily, or weekly refresh schedules so your dashboard reflects current business performance. Your QuickBooks financial dashboard updates automatically as new transactions are recorded.
Step 3. Build SaaS metrics calculations.
Create automated formulas for Monthly Recurring Revenue from subscription invoices, Customer Acquisition Cost from sales expenses, Customer Lifetime Value from transaction patterns, and churn rates from payment histories.
Step 4. Create visual dashboard elements.
Use spreadsheet charting with live QuickBooks data to build MRR growth trends, customer cohort analysis, revenue retention metrics, and unit economics indicators. All charts update automatically with your data refreshes.
Monitor SaaS performance in real-time
Automated dashboards eliminate manual reporting while providing the subscription-specific insights QuickBooks can’t calculate natively. Create your SaaS metrics dashboard today.
