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.

To update several indicators or reports at once, tick their checkboxes in the list on the Settings tab — the Selected: N panel will appear. Click Run (update report) (the button with the ▶ icon).

Selected: 2 panel and the Run (update report) button

After the run, the Updated notification will appear.

Updated notification after a mass report run

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.