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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 attribution gets messy when you’re manually cross-referencing HubSpot opportunities with QuickBooks invoices. You need precise matching between both systems to understand which opportunities actually generated revenue and how much.
Here’s how to automate the matching process and get accurate revenue attribution without the manual work.
Automate opportunity to invoice matching with live data connections using Coefficient
Coefficient solves the complex challenge of revenue attribution by enabling precise matching between HubSpot opportunities and QuickBooks invoices through live data connections and advanced filtering capabilities. Unlike QuickBooks’s native reporting which only shows invoice data without sales context, you get verified revenue attribution by connecting actual invoiced amounts to specific opportunities.
How to make it work
Step 1. Import HubSpot opportunity data.
Use Coefficient to import HubSpot deal data including Deal ID, Company Name, Deal Amount, Close Date, Deal Owner, and any custom properties used for tracking like project codes or reference numbers.
Step 2. Import QuickBooks invoice details.
Import QuickBooks Invoice data with Customer Name, Invoice Amount, Invoice Date, Customer ID, and any custom fields. Coefficient’s access to all QuickBooks objects ensures you can pull any field needed for matching.
Step 3. Set up advanced matching techniques.
Create relationships using exact customer matching (accounting for name variations), amount-based matching within specified tolerances, date range matching for deals closed within timeframes, and custom field matching using deal IDs or project codes stored in QuickBooks.
Step 4. Configure automated attribution tracking.
Set up automated daily refreshes so new invoices are automatically matched to opportunities without manual intervention. This eliminates the time-consuming process of manually cross-referencing two separate systems.
Start tracking verified revenue attribution
Automated opportunity to invoice matching gives you verified revenue attribution by connecting actual invoiced amounts to specific sales activities. Get started with accurate revenue attribution today.
