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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.”
Combining revenue data from QuickBooks with payroll information from Rippling creates powerful unit economics insights, but manual exports and data matching eat up hours of valuable time each quarter.
This guide shows you how to automatically merge both data sources in Google Sheets for real-time revenue per employee calculations and board-ready metrics.
Automate QuickBooks and Rippling data integration using Coefficient
Coefficient bridges the gap between your accounting and HR systems by connecting both platforms directly to Google Sheets. Instead of quarterly manual exports, you get live data connections that update automatically and eliminate copy-paste errors.
How to make it work
Step 1. Connect your QuickBooks revenue data.
Use Coefficient’s “From QuickBooks Report” feature to import your Profit & Loss statements or Transaction Lists. You can filter by specific date ranges and set up automated daily or weekly refreshes to keep your revenue figures current without manual intervention.
Step 2. Import Rippling payroll data.
Connect Rippling through Coefficient to pull headcount, salary, and department data. Import employee information with relevant fields like hire dates, departments, and compensation details. Schedule the refresh timing to sync with your QuickBooks data for consistency.
Step 3. Create automated calculations.
Build calculated columns for revenue per FTE using formulas like =Revenue_Total/Active_Employee_Count. Use VLOOKUP or INDEX/MATCH functions to merge data on common fields like department or time period for deeper analysis.
Step 4. Set up dynamic dashboards.
Create charts and summary tables that automatically update with your refreshed data. Add conditional formatting to highlight performance thresholds and build executive summary tiles for board presentations.
Transform quarterly reporting into real-time analysis
This automated approach turns time-consuming quarterly board prep into real-time unit economics analysis. Your revenue per employee metrics stay current, and board deck preparation becomes a 30-minute review instead of an 8-hour data wrestling match. Get started with Coefficient to automate your financial reporting today.
