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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.”
QuickBooks operates as an isolated system that cannot natively integrate with CRM, marketing, or HR platforms, making comprehensive unit economics analysis impossible without manual data combination.
Here’s how to connect multiple business systems for complete unit economics calculations that provide actionable insights for strategic decision-making.
Build comprehensive unit economics models using Coefficient
Coefficient connects QuickBooks with CRM, marketing, and HR platforms in a single Google Sheets environment. This multi-system integration enables sophisticated unit economics calculations that account for customer acquisition costs, lifetime value, and operational metrics.
How to make it work
Step 1. Connect core financial data from QuickBooks.
Import revenue data from Invoice and Sales Receipt objects for customer-level analysis and pull expense data from Bill and Purchase objects for cost allocation. Use “From Objects & Fields” for granular transaction-level data and access customer information for segmentation and cohort analysis.
Step 2. Integrate customer and sales data from CRM systems.
Connect Salesforce, HubSpot, or Pipedrive for customer acquisition metrics and import lead generation costs and conversion data. Access customer lifecycle and retention information plus sales team performance and territory data for comprehensive analysis.
Step 3. Add marketing and HR system data.
Connect advertising platforms like Google Ads and Facebook Ads for acquisition cost data and import marketing automation data for campaign performance. Connect HR systems like Rippling for fully-loaded employee costs and sales team compensation data.
Step 4. Calculate comprehensive unit economics metrics.
Build Customer Acquisition Cost calculations: =Total_Marketing_Spend/New_Customers_Acquired. Create Customer Lifetime Value formulas: =Average_Revenue_Per_Customer * Gross_Margin * Customer_Lifespan. Set up LTV:CAC ratio analysis with automated alerts when ratios fall outside target thresholds.
Get complete unit economics impossible with single systems
Multi-system integration provides the complete unit economics picture that QuickBooks alone cannot deliver. Your strategic decisions get real-time metric updates with consistent data definitions across all business systems and comprehensive audit trails for accuracy verification. Start building your comprehensive unit economics model with Coefficient today.
