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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.”
Finance and customer success teams need real-time access to subscription and billing data for revenue forecasting, churn prevention, and renewal management. But most billing systems require manual exports or complex API integrations that create delays and outdated information.
Here’s how to get live billing data flowing directly into your customer dashboards with automatic updates and proactive payment alerts.
Connect live billing data to customer dashboards using Coefficient
Coefficient provides direct, live connections to billing platforms like Chargebee, Stripe, and Recurly, plus custom billing systems via SQL databases. This eliminates manual exports and gives you real-time financial data within Google Sheets.
How to make it work
Step 1. Connect your billing system through Coefficient’s native integrations.
Navigate to Coefficient’s sidebar, select your billing platform (Chargebee, Stripe, Recurly, or SQL database), and authenticate with API credentials. Test the connection with a sample import to ensure data flows correctly before building your full dashboard.
Step 2. Set up core subscription and billing data imports.
Create imports for subscription metrics (customer_id, subscription_id, plan_name, mrr, status, renewal dates, auto_renew_status) and payment history (invoice_date, amount, payment_status, payment_method, failed_payment_count, days_overdue). Structure these imports to filter dynamically based on customer selection.
Step 3. Build a comprehensive billing dashboard layout.
Create sections for subscription overview (plan, MRR, status, renewal date), payment health (last payment, payment method, failed payments, risk score), revenue metrics (LTV, expansion revenue, churn risk), and historical trends with charts showing MRR growth over time.
Step 4. Configure real-time alerts and automated forecasting.
Set up Coefficient alerts for payment failures, overdue accounts, or subscription status changes. Create renewal forecasting formulas like =IF(AND(Days_Until_Renewal < 60, Payment_Health = "Good", Usage_Trend = "Increasing"), MRR * 0.95, MRR * 0.7) that automatically adjust based on live data.
Step 5. Integrate billing data with CRM and usage metrics.
Combine billing signals with customer usage and CRM data to create unified health scores using =(Payment_Health_Score * 0.3) + (Usage_Score * 0.4) + (Support_Score * 0.3). Build churn prediction models that consider payment failures, usage drops, and support ticket patterns together.
Enable proactive revenue management with live data
This live billing integration eliminates delays and errors from manual financial reporting while enabling proactive renewal management and revenue forecasting. Start connecting your billing data today.
