Huge News: Charts & Date Range Support for Google Sheets!
You can now build charts with Google Sheets, and we've included date range functionality! Also, we've expanded our WhatConverts features.
There's a monster-sized AgencyAnalytics update coming your way today.
We know that agencies need a lot of versatility when displaying custom data, so here's what we've brought to the table:
You can now create line charts, bar charts, pie charts, and sparkline widgets with your Google Sheets data.
And, even better...
...Our Google Sheets line and sparkline widgets are date range dependent!
This means that line charts and sparkline widgets will automatically change the data they display, simply by changing the date range in our interface.
Why is Google Sheets such a useful tool for your reports and dashboards?
With Google Sheets, you can import data from any integrations we don't support, and you can easily show all of the in-house data you have. It's the go-to solution for any custom data you need to show your clients.
Here are a few examples of what you can do:
- Grab sales and customer data from Stripe
- Pull in lead metrics via your client's CRM
- Report on email marketing if we don't yet integrate with your provider
- Track incoming text messages via Twilio for an SMS campaign
- Get total signups for an events (ex. through Eventbrite or Meetup)
As long as you can get the data in to a Sheet, we can help you report on it.
Once you get your data into a Google Sheet, we'll pull it in. Importantly, we'll automatically pull in the most recent Sheets data whenever a dashboard or report is opened, so you can be assured that your clients are always seeing up-to-the-second data.
You've probably been using Google Sheets with AgencyAnalytics to create table and stat widgets for a while now (if you haven't, what are you waiting for!).
Today's update takes our Google Sheets integration to the next level, and opens up a huge range of new reporting possibilities for your agency's reporting.
Our All-New Google Sheets Widgets
We've added four powerful new widgets to our Google Sheets integration: Two widgets that are date range dependent (this was a big request from a lot of users!), and two that aren't.
Let's take a closer look at what's available now.
Google Sheets Line Chart Widgets
Our new Google Sheets line charts allow you to show data over time. And, of course, these line charts will change with your report or dashboard's date range.
Great, right?! Here's one in action:
To set up a line chart widget, you'll just need a Google Sheet with dates in one column (in dd-mm-yyyy format, or one of our other date format options), and your data in another column. Then, you'll tell us where those two columns are in the widget's settings. Simple! Here's how the data is set out for the widget above:
If there's any missing information in your Sheet, we'll simply show zero on the charts for those dates.
Google Sheets Sparkline Chart Widgets
Sparkline widgets give you a small curved line showing your data across time, along with a total for that time period.
The sparkline widget above is displaying the same data as the line chart widget we just looked at, but this time we've got the sum of that data (60) shown as well.
Just like our line charts, these sparkline widgets are date range dependent: The sum (and the small sparkline) will change depending on your selected date range in our platform, so ensure you've got a column in your Sheet with date ranges (in dd-mm-yyyy format, or one of our other date format options) when adding these widgets.
Google Sheets Bar Chart Widgets
Our new bar charts allow you to show categorical data. These charts are not date range dependent, so you won't need a date column in your Google Sheet.
Here's an example of a bar chart:
If you hover over any bar in the chart, you'll also see its exact value.
We've set up the above example by putting team member names in one column, and their revenue in another. Here's what it looks like in the Google Sheet:
Google Sheets Pie Chart Widgets
Our pie chart widgets let you show how each part contributes to the whole. Like bar charts, pie charts are not date range dependent.
Let's look at the same data as our bar chart example above, but this time in a pie chart:
You'll see the sum total in the middle of the pie chart, along with a clear indication of how that data is split.
Just like with our bar charts, you can also hover over any part of the pie chart to see the exact amount that each piece is contributing (and we'll also give you the percentage):
Google Sheets Table and Stat Widgets
Okay, these ones aren't new (they've been around for quite a while), but it's worth covering them while we're looking at our Google Sheets integration.
You can show the full contents of a Google Sheet via our table widgets. Table widgets are perfect for giving highly detailed information like a competitor analysis, a list of updates, or data from a CRM tool.
You can also show data from one specific cell within a Google Sheet via our stat widgets. These are great for giving easy-to-digest totals, targets, or a few words of written information.
Here's what our table and stat widgets look like:
Setting Up Google Sheets
If you haven't been using Google Sheets with AgencyAnalytics yet, it's super easy to get started.
Step 1: Get your data into a Google Sheet (either by entering it manually, or via an automation tool like Zapier).
Step 2: Integrate your Google Sheets account with AgencyAnalytics (see here for instructions).
Step 3: Create stunning charts, tables, and other widgets with your data, then share this with clients! Add Google Sheets widgets to custom dashboards or your reports. Search for "sheets" when adding a widget to quickly find them.
Need More Help Setting Up Your Sheet?
We've got some detailed knowledgebase articles covering our Google Sheets integrations. To set up line charts and sparkline widgets (for date range data), see here. To set up bar and pie charts (for data that is not date dependent), see here. And finally, here's a a full overview of our Google Sheets integration.
Along with updating our Google Sheets integration, we've also added a lot of extra WhatConverts features and metrics!
Head to your WhatConverts dashboard to check these out. Just click on the settings button to toggle these new metrics: You'll see a lot of new categories, including marketing data, text messages, events, transactions, and web forms!
You can also filter by WhatConverts profile, and allow your clients to listen to their calls within our platform.
If you're using WhatConverts, don't forget to add our new metrics to your reports and custom dashboards.
More Exciting Updates Coming Soon!
Our team are hard at work on some more big features and new integrations, so keep an eye out over the next few months.
If there's anything you would like to see (or if you have any questions about today's updates), don't hesitate to contact our friendly customer support department. Let us know what you think of our Sheets update in the comments below!