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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 exports from HubSpot and QuickBooks for pipeline to revenue reporting eat up hours each month and create data accuracy issues. You need live connections that automatically sync both systems without the export-import cycle.
Here’s how to set up automated pipeline to revenue reporting that eliminates manual work and keeps your data current.
Connect HubSpot deals directly to QuickBooks invoices using Coefficient
Coefficient provides native connectors to both HubSpot and QuickBooks , letting you import live data from both systems into a single spreadsheet. Unlike QuickBooks’s native reporting which only shows accounting data, or HubSpot’s reporting which only shows CRM data, you get a unified view of both pipeline and actual revenue in real-time.
How to make it work
Step 1. Import your HubSpot pipeline data.
Use Coefficient’s HubSpot connector to pull deal data including deal stage, amount, close date, and deal owner. Set up automated hourly or daily refreshes to keep pipeline data current without any manual intervention.
Step 2. Import QuickBooks revenue data.
Import Invoice, Sales Receipt, and Customer data from QuickBooks using Coefficient’s “From Objects & Fields” method. Include fields like invoice amount, date, customer name, and invoice status for complete revenue tracking.
Step 3. Set up automated data blending.
Instead of manual VLOOKUP functions that break when data changes, use spreadsheet formulas to match deals to invoices based on customer names, amounts, or custom tracking fields. Coefficient’s automatic refresh keeps both datasets synchronized.
Step 4. Schedule automated reporting.
Configure automated refresh schedules (hourly, daily, or weekly) so your pipeline to revenue reports update automatically. This eliminates the monthly export cycle and gives you continuous visibility into your funnel performance.
Start building automated pipeline reports today
Automated pipeline to revenue reporting transforms monthly manual processes into continuous, real-time insights. You get unified visibility into both pipeline and actual revenue without the export hassle. Get started with Coefficient today.
