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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.”
HubSpot can’t automate daily revenue tracking for multi-month flights because it lacks the scheduling capabilities and dynamic date calculations needed to update revenue recognition daily as campaigns progress.
Here’s how to build comprehensive automation that tracks revenue recognition without manual intervention and provides consistent multi-month flight revenue tracking.
Automate multi-month revenue tracking using Coefficient
Coefficient provides comprehensive automation for daily revenue tracking by connecting your HubSpot line items to spreadsheets with scheduled updates and dynamic formulas. This creates the automation that HubSpot simply can’t deliver natively.
How to make it work
Step 1. Set up automated data sync.
Configure Coefficient to import HubSpot line items with flight dates and revenue amounts on a daily schedule. This ensures your tracking always reflects the most current campaign data without manual updates.
Step 2. Create daily recognition formulas.
Build calculations that update daily: =Total_Revenue * (MIN(TODAY(), Flight_End) – Flight_Start + 1) / (Flight_End – Flight_Start + 1). This automatically calculates recognized revenue based on campaign progress each day.
Step 3. Build multi-month distribution formulas.
Create formulas that automatically distribute revenue across months: =Daily_Rate * Days_Active_This_Month. This handles the complex calculations needed for multi-month campaign tracking.
Step 4. Configure historical tracking and alerts.
Use Coefficient’s snapshot feature to capture daily revenue totals, creating an audit trail of recognition over time. Set up automated alerts for daily/weekly email summaries and flight status updates.
Step 5. Set up dashboard automation and monitoring.
Configure automatic refresh of summary dashboards showing total daily recognized revenue across all active flights. Create alerts for flights ending soon or revenue milestones reached, so you never miss important campaign transitions.
Get hands-off revenue tracking
This automation ensures daily revenue tracking happens without manual intervention, providing consistent and accurate multi-month flight revenue recognition that updates automatically as campaigns progress. Automate your revenue tracking today.
