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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 automated client revenue dashboards using HubSpot company associations by leveraging association handling and scheduling capabilities to create comprehensive, self-updating reports that maintain data security.
These dashboards update automatically without manual intervention while providing clients with real-time revenue insights in a familiar spreadsheet format.
Create self-updating revenue dashboards using Coefficient
Coefficient’s association handling and scheduling capabilities make it ideal for automated client revenue dashboards. The solution leverages HubSpot company associations to pull revenue data across deals, payments, and subscription objects linked to specific companies with automated refresh schedules.
How to make it work
Step 1. Set up multi-object data imports with company associations.
Import companies with associated deals, contacts, and line items using Coefficient’s association management features. Configure the system to pull revenue data across deals, payments, and subscription objects linked to specific companies. Schedule imports to update hourly, daily, or weekly based on client needs.
Step 2. Build dynamic revenue calculations and dashboard components.
Use spreadsheet formulas to calculate MRR, ARR, churn rates, and growth metrics that update automatically with new data. Create dashboard components including revenue tracking with year-over-year comparisons, deal pipeline analysis, payment link performance, and customer lifetime value calculations.
Step 3. Implement automation features and client access.
Set up scheduled exports to push dashboard summaries back to HubSpot custom properties and configure automated notifications for revenue milestones or anomalies. Use the Snapshot feature to preserve monthly dashboard states for trend analysis while maintaining granular permissions so each client sees only their company’s data.
Deploy professional automated reporting
This creates a professional, automated client reporting system that maintains data security while providing comprehensive revenue insights. Clients get real-time access to familiar spreadsheet dashboards that update without manual intervention. Build your automated revenue dashboard system today.
