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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.”
QuickBooks Class reports show transaction totals by class but can’t combine this segmentation with MRR calculations, creating a gap for SaaS businesses tracking multiple product lines.
Here’s how to automatically segment your MRR by product line using QuickBooks class tracking data with formulas that update as new invoices are recorded.
Combine class tracking with MRR calculations automatically
Coefficient imports your QuickBooks invoice data including Class fields and applies formulas that segment MRR by product line while filtering for recurring revenue only. You get automated class normalization and can handle complex class hierarchies with scalable analysis.
How to make it work
Step 1. Import invoice data with class field mapping.
Use Coefficient’s “From Objects & Fields” method to pull Invoice data including Class field, Customer ID, Amount, Date, and Line Item details. Also import Class data to ensure proper mapping and consistent naming across your product lines.
Step 2. Apply class-based MRR segmentation formulas.
Use this formula structure:. This filters for recurring revenue by class and date range.
Step 3. Build comparative analysis and growth tracking.
Create pivot tables that break down MRR by Class and Customer to identify cross-selling opportunities. Track month-over-month growth rates for each product line and calculate each class’s percentage of total MRR.
Step 4. Set up automated validation and quality control.
Use Coefficient’s data validation features to ensure consistent class naming across invoices. Handle invoices with multiple line items across different classes and build 12-month rolling views for historical trending analysis.
Track product performance automatically
This approach leverages QuickBooks’ class tracking infrastructure while adding subscription revenue intelligence that native reporting can’t provide, enabling sophisticated product line performance analysis. Start segmenting your MRR by product line today.
