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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.”
You can build real-time dashboards that combine QuickBooks financial data with non-financial SaaS metrics to correlate financial performance with operational KPIs that QuickBooks cannot provide independently.
This eliminates the 4-6 hours of weekly manual dashboard creation and gives you comprehensive business intelligence with real-time accuracy.
Create comprehensive business intelligence using Coefficient
Coefficient enables live data connections that solve QuickBooks’ major limitation – the inability to correlate financial performance with operational KPIs. You get real-time business performance visibility that static QuickBooks reports simply can’t match.
How to make it work
Step 1. Set up QuickBooks live data integration.
Import financial data using automated hourly refreshes from key reports like P&L, Cash Flow, and Customer reports. Pull subscription revenue data from Invoice and Sales Receipt objects with dynamic date filtering.
Step 2. Connect non-financial SaaS metrics.
Integrate customer success platforms like Intercom, Zendesk, or ChurnZero for support and retention metrics. Connect product analytics tools like Mixpanel or Amplitude for user engagement data, and HR platforms for employee productivity KPIs.
Step 3. Build advanced real-time calculations.
Calculate customer lifetime value using subscription revenue from QuickBooks and churn rates from customer success tools. Track unit economics by combining customer acquisition costs from QuickBooks with user engagement metrics from analytics tools.
Step 4. Create executive dashboard automation.
Build cohort analysis using customer acquisition dates from QuickBooks and product usage patterns from analytics tools. Set up conditional formatting that highlights when key metrics like churn rate or CAC payback period exceed thresholds.
Transform siloed data into executive insights
This unified approach provides real-time business performance visibility with automated refresh schedules and pre-built templates for SaaS-specific KPIs. Start building your comprehensive dashboard with Coefficient today.
