# How to merge QuickBooks financial reports with sales pipeline data automatically

using Coefficient google-sheets Add-in (500k+ users)

Automatically merge QuickBooks financial reports with sales pipeline data to track conversion accuracy and sales performance in real-time dashboards.

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Written by

Frank Ferris

Sr. Manager, Product Specialists

## Automate sales performance analysis using Coefficient

Coefficient addresses QuickBooks’ critical limitation – the inability to correlate closed deals with pipeline forecasting. You get comprehensive sales performance analysis through automated multi-source data integration.

### How to make it work

**Step 1. Import QuickBooks financial data.**

Use “From QuickBooks Report” to import Customer, Invoice, and Sales Receipt reports. Import Customer objects with custom field selection to capture deal closure dates and amounts with daily automated refreshes.

**Step 2. Connect your CRM pipeline data.**

Connect Salesforce, HubSpot, or Pipedrive to import opportunity and deal data. Pull pipeline metrics including deal stage, probability, expected close dates, and sales rep performance data with synchronized refresh timing.

**Step 3. Build advanced blended analysis.**

Calculate pipeline conversion accuracy by comparing CRM forecasts with actual QuickBooks revenue. Track sales cycle length from opportunity creation in your CRM to invoice generation in QuickBooks.

**Step 4. Create executive dashboard automation.**

Build win rate calculations using opportunity data from your CRM and actual customer acquisition from QuickBooks. Set up automated alerts when pipeline conversion rates drop below historical averages.

## Get unprecedented sales visibility

This multi-source approach provides sales leadership with real-time pipeline coverage ratios and automated executive reports showing sales efficiency across the entire funnel.