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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.”
Yes, you can eliminate manual data exports entirely and create fully automated monthly CAC reporting that pulls live data from both QuickBooks and QuickBooks . Most teams waste 3-4 hours monthly on export-import routines that introduce errors and delays.
Here’s how to set up automated monthly CAC reporting that updates without any manual intervention.
Replace manual exports with automated reporting using Coefficient
Coefficient eliminates the need for manual data exports by providing fully automated monthly CAC reporting. You can set up scheduled imports, create standardized report templates, and build dynamic calculations that update automatically on the first of each month.
How to make it work
Step 1. Configure automated monthly imports.
Set up QuickBooks marketing expense imports using “From Objects & Fields” with monthly scheduled refreshes. Configure HubSpot customer acquisition data pulls with monthly date filters. Schedule both imports to refresh on the 1st of each month at 6 AM to capture complete prior month data automatically.
Step 2. Build standardized report templates.
Create monthly report structures with current month CAC calculations: =SUM(CurrentMonth_QB_Marketing_Spend)/COUNT(CurrentMonth_HubSpot_NewCustomers). Add month-over-month comparison formulas, channel breakdown analysis, and cohort tracking that updates automatically with new data.
Step 3. Implement dynamic date ranges.
Use formulas like =EOMONTH(TODAY(),-1) to automatically adjust reporting periods without manual date changes. Create conditional formatting that highlights CAC increases above threshold percentages. Build automated charts and visualizations that update with new monthly data.
Step 4. Set up validation and quality checks.
Include data completeness checks to ensure both QuickBooks and HubSpot data imported successfully. Create variance analysis that compares preliminary estimates with final monthly results. Add alert systems that flag unusual CAC changes for review.
Step 5. Create distribution-ready outputs.
Share live spreadsheet links with stakeholders for real-time access to monthly reports. Set up dashboard views that update automatically for executive review. Create standardized formatting that makes reports presentation-ready without additional work.
Save hours while improving CAC reporting accuracy
Automated monthly CAC reporting eliminates manual work while providing more accurate and timely insights. You’ll catch trends immediately instead of waiting for month-end manual analysis. Start automating your CAC reporting today.
