Analytics
Reports (Analytics) in Google Sheets
Generate visual reports on key data from Kommo: leads, tasks, contacts, companies, calls. All analytics are collected automatically.
Features
Automatic generation of reports
Reports on leads, tasks, calls
Uploading to Google Sheets
Custom filters
Flexible data update time
Ready-made report templates
Reports on employees and teams
Full transparency of numbers
Installation and setup guide
Detailed guide for working with widget "Reports (Analytics) in Google Sheets"
CONTENTS
Creating a new report
- Click Add report.
- Enter a name for the report.
- Click Add.
Setting up the indicator
- Click Add indicator.
- Specify the name of the indicator and select the report in which it is created.
- Define the entity on which the report is based (leads, tasks, calls, etc.).
⚠ If uploading does not occur, check whether [email protected] has access to the table
- In the Google Sheets URL field, insert a link to the table.
- In access to the table, specify “Everyone can edit via the link.”
- For restricted access, add the email: [email protected]
- Specify the cell or range of cells where the data will be uploaded
Set the update time:
- You can select "Every hour".
- Or set a specific time manually by clicking on +, select the time and click OK
- In the Data to insert field, select an indicator (for example, the amount of leads, the number of tasks, the duration of calls).
- Cell with date/time to fill only for the current date/time - this is a setting that records the indicator only for the current day; for this you need to specify a cell with date/time
- If a cell with a date simply contains a date, then you will only be unloaded if this date has arrived. You can also specify a date range, for example, monthly. Then a row or column will be filled in indicating the period that includes the current day and current time.
Data filtering
- Select the metrics you want to filter by.
- Specify filter values.
- You can also enter a table cell filter by selecting Insert key in the drop-down list
- After completing the setup, you need to save the report by clicking on Save
Additional features
Inserting filters from Kommo:
- Set up the filter directly in Kommo itself, copy it
- Go to the report and paste the link into the URL filter field
- The entity will automatically change and the filter settings will be filled in
Multiple reports in one document
Reports can be built on different pages of Google Sheets, for this:
- Add a new sheet in Google Sheet
- Copy the link to the sheet.
- Paste it into the Google Sheets URL field.
- Complete the remaining settings.
Copying a report
- Inside the report, click Copy.
- A copy will be created, marked "copy".
Update the report
- Go to the report.
- Click Update.
Limits:
Optimization methods:
Reduce the update frequency (for example, once a day instead of every 30 minutes).
Use the fix for today option (data only for the current day).
- Maximum300 cellsper report.
- Maximum10000 cellsper day per account.
- In the widget statistics block you can track how many cells have already been unloaded today.
Ready-made Templates
- Go to the Ready templates tab.
- Select the appropriate template → click Add.
- In the wizard that opens, fill in your information.
- If necessary, create new fields by clicking Create Field.
- Click Save.
How to add report data to your desktop
- Go to the generated report, select File → Share → Publish on the Internet.
- Copy the link.
- Go to Kommo on your desktop. Click on Customize.
- In the free space, click on +, in the menu select Add your widget.
- Paste the link, specify Width/Height and click Save.
- Save the widget settings.
