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

  1. Creating a new report
  2. Setting up the indicator
  3. Data filtering
  4. Copying a report
  5. Update the report
  6. Limits

Creating a new report

  1. Click Add report.
  2. Enter a name for the report.
  3. 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

Copying a report

Click Copy inside the report.
A copy marked "copy" will be created.

Update the report

Go to the report.
Click Refresh.

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.