- Category
- Data
- Developer
- Coupler.io
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How it works
Analyze multi-channel marketing, financial, sales, e-commerce, and other business data within Codex by connecting to your Coupler.io data flows. Fetch and transform raw data from platforms like Google Ads, Facebook, HubSpot, and Salesforce into actionable intelligence for smarter, faster decision-making with accurate, up-to-date business information. You can use the Coupler.io connector to: 1. Analyze customer acquisition costs: "What's our overall customer acquisition cost across all paid channels this quarter compared to last quarter? I need this for the board meeting" 2. Review marketing ROI: "Show me the ROI breakdown by marketing channel for the past 6 months. I need to reallocate our annual budget" 3. Identify high-performing campaigns:"Which campaigns are contributing most to our pipeline revenue? I want to double down on what's working" 4. Review sales pipeline: "Can you pull the sales pipeline report for this month? I need to see how many deals are in each stage and the total value at each stage" 5. Analyze conversion rates: "What are our conversion rates from lead to opportunity and from opportunity to closed-won for the last quarter? How do they compare to our targets?" 6. Forecast revenue: "How many deals are expected to close this month based on their probability scores? What's our forecasted revenue vs our monthly target?" 7. Compare quarterly profits: "Check the profit for this quarter, compare it to last quarter, and provide a breakdown by department" 8. Generate cash flow reports: "Could you provide a cash flow report for the last 30 days, including all incoming and outgoing transactions?" 9. Review accounts receivable: "Share the current accounts receivable status and tell me how many overdue invoices we have and which customers owe the most"
What else can you do?
Get answers from live business data
Coupler.io Using my synced data sources, what were revenue, ad spend, and gross profit last month? Break down by channel and highlight the largest drivers of change vs. the prior month.
Analyze cross-source datasets
Coupler.io Combine the latest data from our ad platforms. Show a funnel view from spend, leads, opportunities‚ revenue, and call out drop-offs and likely causes.
Generate reports and summaries
Coupler.io Generate a weekly report with KPI table, trends, anomalies, and 3 recommended follow-ups. Include separate sections for marketing, sales pipeline, and finance.
What’s included
App
Coupler.io
Resources
Add the Coupler.io plugin in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
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