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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 create unified revenue dashboards by combining live QuickBooks and Stripe data in a single spreadsheet environment with real-time refresh capabilities that eliminate the inconsistent revenue reporting from separate platforms.
This approach gives you comprehensive revenue visibility with automated updates and advanced visualization options for executive reporting and stakeholder distribution.
Build comprehensive revenue dashboards using Coefficient
Coefficient excels at creating unified dashboards by importing QuickBooks revenue reports alongside QuickBooks transaction data and Stripe analytics. You can set up automated refresh schedules and create multi-dimensional analysis with export and sharing capabilities.
How to make it work
Step 1. Import comprehensive revenue data from both platforms.
Import QuickBooks revenue reports including Profit & Loss, Sales by Customer, and Invoice data using Coefficient’s standard report import feature. Connect Stripe data for transaction volumes, revenue amounts, and payment method breakdowns. Set up automated hourly or daily refreshes to maintain real-time dashboard accuracy.
Step 2. Create unified revenue metrics and calculations.
Combine QuickBooks invoiced amounts with Stripe processed payments for complete revenue visibility. Create calculated fields showing gross revenue, processing fees, and net revenue in unified views. Build month-over-month and year-over-year comparison metrics using both data sources.
Step 3. Develop advanced dashboard components.
Create revenue trend analysis combining QuickBooks recurring revenue with Stripe subscription data. Build customer acquisition cost calculations using QuickBooks customer data and Stripe transaction history. Develop payment method performance analysis showing revenue by credit card, ACH, and other payment types.
Step 4. Set up automated reporting and sharing.
Configure automated refresh schedules with conditional formatting to highlight revenue targets and performance indicators. Use pivot tables to analyze revenue by customer segments, product lines, and geographic regions. Generate automated dashboard reports for stakeholder distribution with executive summary views.
Get complete revenue visibility in one place
This unified approach eliminates maintaining separate revenue tracking in QuickBooks accounting reports and Stripe analytics dashboards that leads to inconsistent reporting. You get comprehensive revenue insights with automated updates and sharing capabilities. Start building your unified revenue dashboard today.
