)
Written by
Table of Contents
“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.”
Executive revenue dashboards need both forward-looking pipeline data from HubSpot and actual financial performance from QuickBooks . You can’t get comprehensive revenue visibility when these systems operate separately and require manual report compilation.
Here’s how to build executive dashboards that blend live pipeline data with actual financial results for strategic decision-making.
Create unified executive dashboards with live pipeline and financial data using Coefficient
Coefficient excels at building executive revenue dashboards by blending live HubSpot pipeline data with actual QuickBooks financial data. This provides comprehensive revenue visibility that neither system can deliver independently, giving executives current pipeline status alongside actual financial performance.
How to make it work
Step 1. Import pipeline data.
Import HubSpot deal data including pipeline stages, forecasted amounts, close dates, probability percentages, and sales rep assignments. Use Coefficient’s filtering to segment by time periods, deal stages, or sales territories for executive-level insights.
Step 2. Import actual revenue data.
Import QuickBooks Invoice, Sales Receipt, and Payment data with actual amounts, dates, and customer information. Include Cash Flow and Profit & Loss data using Coefficient’s “From QuickBooks Report” method for comprehensive financial context.
Step 3. Set up automated executive reporting.
Configure daily automated refreshes so executives see current pipeline status alongside actual financial performance without waiting for manual report generation. This ensures strategic decisions are based on current data.
Step 4. Build key executive metrics.
Create real-time comparison of forecasted pipeline revenue against actual invoiced amounts, historical actual revenue with forward-looking pipeline projections, pipeline-to-revenue conversion rates and velocity metrics, and performance by sales rep, territory, or product line.
Step 5. Add cash flow forecasting.
Blend pipeline probability with actual collection patterns to create forward-looking cash flow projections that combine CRM forecasts with accounting actuals for more accurate executive planning.
Get unified executive revenue visibility
Executive dashboards that blend pipeline and actuals provide immediate visibility into pipeline health versus actual performance with automated variance analysis. Executives get continuous revenue trend monitoring for strategic decision-making. Start building your executive dashboard today.
