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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.”
Creating unified BI reports that combine sales pipeline data from HubSpot with financial data from QuickBooks doesn’t require expensive data warehouses or complex ETL processes.
You can build comprehensive business intelligence dashboards using Google Sheets as your data integration hub, connecting all your business systems in one place.
Transform Google Sheets into a multi-source data integration platform using Coefficient
Coefficient connects over 70 business systems directly to spreadsheets, letting you pull HubSpot sales pipeline data, QuickBooks financial records, and Meta Ads spend into a single Google Sheet. This creates your unified data model without coding.
How to make it work
Step 1. Connect all your business systems to one spreadsheet.
Use Coefficient to import HubSpot deals and revenue data, QuickBooks invoices and payments, and Meta Ads spend data into separate tabs or sections of your Google Sheet. Each connection pulls live data with all the fields you need for analysis.
Step 2. Create your unified data model with spreadsheet formulas.
Use VLOOKUP or INDEX/MATCH functions to join data across sources. Calculate Customer Acquisition Cost (CAC) by combining Meta Ads spend with HubSpot new customer data. Determine true ROI by matching marketing spend with actual revenue from QuickBooks.
Step 3. Automate data refreshes on different schedules.
Set up automated refresh schedules that match your business needs. Configure HubSpot data to refresh hourly for live sales updates, QuickBooks daily for financial reconciliation, and Meta Ads every 4 hours for campaign optimization.
Step 4. Connect to your BI tools for comprehensive dashboards.
Feed your unified Google Sheet into Looker Studio or Power BI to create dashboards showing marketing spend, pipeline generation, and actual revenue collection. All data updates automatically as your source systems refresh.
Build your unified business intelligence system now
Stop working with siloed data and expensive data engineering solutions. Coefficient transforms spreadsheets into sophisticated BI platforms that connect all your business systems. Start building your unified reporting system today.
