How to sync QuickBooks data with marketing KPIs for executive reporting

You can sync QuickBooks data with marketing KPIs to create executive dashboards that calculate customer acquisition cost and marketing ROI using actual financial data rather than estimates.

This eliminates the 3-4 hours of monthly manual data export and combination processes while giving you accurate attribution and performance metrics.

Create powerful executive dashboards using Coefficient

Coefficient enables multi-source integration that QuickBooks cannot achieve independently. QuickBooks’ native reporting lacks marketing platform connectivity, making it impossible to calculate crucial metrics like customer acquisition cost or marketing ROI without manual data manipulation.

How to make it work

Step 1. Set up QuickBooks financial data imports.

Import Customer objects to track new customer acquisition timing and revenue. Pull marketing expense data from Chart of Accounts using “From Objects & Fields” and schedule daily automated refreshes.

Step 2. Connect your marketing platforms.

Integrate Google Ads, Facebook Ads, HubSpot, or Mailchimp through Coefficient’s 50+ connectors. Import lead generation metrics, campaign performance, and conversion data with synchronized refresh schedules.

Step 3. Calculate blended KPIs.

Calculate true CAC by dividing marketing expenses from QuickBooks by new customers acquired from CRM and marketing platforms. Track marketing ROI using actual revenue versus marketing spend across channels.

Step 4. Build automated executive reporting.

Create lifetime value calculations combining customer revenue history from QuickBooks with acquisition source from marketing data. Set up conditional formatting to highlight when CAC exceeds target thresholds.

Transform disconnected data into executive insights

This unified approach gives you actionable marketing performance metrics with direct financial impact visibility in Google Sheets. Get started with Coefficient to build your executive marketing dashboard.