How to Connect HubSpot to Google Sheets
If you want to connect HubSpot to Google Sheets, this guide is for you. Connecting HubSpot to Google Sheets makes data analysis and reporting much easier for many...
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How to Build a Sales Dashboard in Google Sheets
Overview A sales dashboard shows a bird’s eye view of your sales performance and whether or not you’re meeting your targets. It presents your data in comprehensive, easy-to-read...
How to Connect QuickBooks to Google Sheets
If you want to connect QuickBooks to Google Sheets, this blog is for you. And we understand why you want to: one of the best ways to manage...
Sales Performance Dashboard: Top 5 Metrics
In today’s data saturated companies, sales team performance is multi-layered, and requires many different metrics to track. The challenge is not simply collecting the data, but also knowing...
Creating a Sales Pipeline Dashboard in Google Sheets
Are you ready to create a sales pipeline dashboard so you can track your sales performance easily? If you’re like most sales managers, then you’re always concerned about...
How to Use the Google Sheets QUERY Function
The Google Sheets QUERY function is often described as the most robust function in Sheets. The QUERY function combines the capabilities of many other functions in Google Sheets,...
How to Connect Looker to Google Sheets
Modern Business Intelligence (BI) tools have transformed the way companies process massive volumes of structured data from external and internal systems. One such tool is Looker, a powerful...
Sales Pipeline Analysis: Top 5 KPIs
Sales pipelines are critical for processing and understanding sales data. Pipelines record, track, and visualize how prospects move through every stage of the sales cycle, from first touch...
The Ultimate Guide to VLOOKUP in Google Sheets
If you’re working with volumes of interrelated data in spreadsheets, finding and referencing information across tables is often challenging. That’s where VLOOKUP comes in. VLOOKUP is a powerful,...
How to Snapshot Salesforce Data in Google Sheets
Overview Do you want to streamline your Salesforce data reporting through snapshots but are not entirely sure how to do it? We’re here to help. Taking regular snapshots...
Opportunity History Template: Track Sales Forecast Changes
Building Salesforce dashboards to track sales forecast changes is arduous. Salesforce’s native reporting capabilities are often limited and inflexible. But that doesn’t change the fact that leadership needs...
How to Import Live Data into Google Sheets
If you want to learn how to import live data into Google Sheets, this is the guide for you. You’re probably encountering a common problem. You can’t import...