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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.”
Customer acquisition cost requires combining revenue data with sales and marketing expenses, but QuickBooks keeps income and expense accounts separate without automatic CAC calculations.
Here’s how to build comprehensive CAC analysis by importing both revenue and expense data into unified customer acquisition metrics.
Calculate CAC from QuickBooks financial data using Coefficient
Coefficient imports both revenue and expense data from QuickBooks and enables the cross-object analysis needed for accurate customer acquisition cost calculations.
How to make it work
Step 1. Import revenue and customer acquisition data.
Pull Invoice and Customer records to track new customer acquisition dates, first purchase amounts, and customer acquisition timing for CAC period alignment and revenue attribution.
Step 2. Import sales and marketing expenses.
Use Coefficient to pull Bill, Purchase, and Expense data for sales team compensation, marketing campaign costs, advertising expenses, sales tools subscriptions, and lead generation costs from QuickBooks .
Step 3. Build CAC calculation framework.
Create formulas that allocate total acquisition expenses across new customers acquired, calculate blended CAC across all channels, segment CAC by acquisition source or campaign, and track CAC trends over time.
Step 4. Analyze CAC payback and efficiency.
Combine with customer revenue data to calculate CAC payback periods based on monthly revenue per customer, CAC to LTV ratios for acquisition efficiency, and unit economics validation for sustainable growth.
Optimize acquisition spending with CAC insights
Understanding customer acquisition costs helps you allocate marketing budgets effectively and validate unit economics for sustainable growth. Start calculating CAC from your QuickBooks data.
