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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.”
Revenue analysis gets limited when HubSpot deal properties can’t connect to QuickBooks invoice line items. You need granular insights that combine deal context with actual invoiced line item data for sophisticated revenue analysis.
Here’s how to connect deal properties with invoice line items for detailed revenue analysis by product, source, and sales performance.
Connect deal context to invoice line items for granular revenue analysis using Coefficient
Coefficient enables detailed revenue analysis by connecting HubSpot deal properties with QuickBooks invoice line items. This provides granular insights that neither system’s native reporting can deliver independently, enabling sophisticated analysis that combines deal context with actual invoiced line item data.
How to make it work
Step 1. Import HubSpot deal properties.
Import deal data including custom deal properties like Product Type, Deal Source, Sales Rep, Project Category, or any custom fields relevant to your revenue analysis. Coefficient’s “From Objects & Fields” method accesses all custom properties for detailed analysis.
Step 2. Import QuickBooks line item data.
Import Invoice line item data including Item Name, Quantity, Rate, Amount, Description, and any custom line item fields. This granular data enables detailed revenue analysis by product, service, or category.
Step 3. Create property-to-line item mapping.
Build relationships between deal properties and invoice line items using customer matching between systems, deal amount correlation with invoice totals, custom tracking fields or project codes, and product/service category alignment.
Step 4. Build advanced revenue analysis.
Analyze revenue by product type using deal properties matched to invoice line items, track revenue by lead source or marketing campaign through deal properties, connect sales rep performance from deals to actual invoiced line items, and combine deal cost data with invoice line item pricing for profitability analysis.
Step 5. Set up automated refresh for continuous analysis.
Configure automated daily or weekly refreshes so your revenue analysis stays current as new deals close and invoices are created with detailed line items.
Start granular revenue analysis today
Connecting deal properties to invoice line items enables sophisticated revenue analysis like tracking which lead sources generate the highest-margin line items or which sales reps are most effective at selling specific products. Get started with detailed revenue analysis today.
