Widget NOVA

Reports(Analytics) for Kommo

Building analytics and reports in Kommo via Google spreadsheets. The widget allows you to build reports on Kommo filters. The report can be built both from the pipeline and through analytics. Reports can be built both for one manager and for the entire department.
Ability to build reports on:
- leads
- tasks
- contacts
- companies
- event calls
- customers

Creating a new report

Click Add Report.
Enter the name of the report.
Click Add.

Setting up an indicator

Click Add Indicator.
Specify the name of the indicator and select the report in which it is being created.

Identify the entity that the report is based on (leads, tasks, calls, etc.).

In the Google Spreadsheet URL field, paste the link to the table.
In the access to the table, specify "Everyone can edit by reference".
For limited access, add mail: [email protected]

⚠ If the upload is not going through, check if the mail has acces [email protected] to the table

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 the +, select the time and click OK.

In the Data to insert field, select an indicator (for example, the amount of transactions, the number of tasks, the duration of calls).

A cell with a date/time to fill in only for the current date/time is a setting that captures the indicator only for the current day. To do this, specify the cell with the date/time.
If the date is simply indicated in the cell with the date, then you will be unloaded only if this date has arrived. You can also specify a date range, for example, monthly. Then a row or column will be filled in, where the interval that includes the current day and the current time is indicated.

Data filtering

Select the metrics you want to filter by.
Specify the filter values.

You can also enter a filter for a table cell by selecting Insert Key from the drop-down list.

1.Entering a cell to filter the data, specify the cell number
In this field, you need to enter one cell where the responsible person is indicated, by which the data is filtered.
2. If a range is selected (in the "cells to insert" field)
The displacement occurs automatically.