Sales analytics in Looker Studio
Enterprise Resource Planning (ERP)
Problems
1. Deal data is stored only inside the CRM, so to get an overall picture of sales, the manager has to manually gather figures across different pipelines and managers.
2. There is no visual representation of metrics — it's hard to quickly assess sales dynamics, stage-by-stage conversion, and the contribution of each traffic source.
3. Reports are compiled manually in Excel, which takes a lot of time and increases the risk of calculation errors.
4. It is impossible to track key metrics in real time: number of deals, sales amount, lead-to-client conversion.
Task
Set up automatic data export from Kommo CRM to Looker Studio in order to get clear and up-to-date sales analytics without manual data collection.
Solution
1. Data export from Kommo CRM to Google Sheets was set up via an API connector.
2. Google Sheets was connected to Looker Studio as a data source.
3. Dashboards were developed with key metrics: number and amount of deals, conversion by pipeline stage, effectiveness of traffic sources, manager workload.
4. Automatic data refresh was configured so that reports always reflect up-to-date information from the CRM.
Results
1. All sales analytics are collected in one place and updated automatically, without manual work.
2. The manager sees clear charts and can quickly assess sales dynamics and team performance.
3. The time needed to prepare reports has been reduced — data is no longer collected manually.
4. The company now has a single source of data that the entire team relies on.
5. It has become easier to make management decisions based on real figures rather than guesswork.
1. Deal data is stored only inside the CRM, so to get an overall picture of sales, the manager has to manually gather figures across different pipelines and managers.
2. There is no visual representation of metrics — it's hard to quickly assess sales dynamics, stage-by-stage conversion, and the contribution of each traffic source.
3. Reports are compiled manually in Excel, which takes a lot of time and increases the risk of calculation errors.
4. It is impossible to track key metrics in real time: number of deals, sales amount, lead-to-client conversion.
Task
Set up automatic data export from Kommo CRM to Looker Studio in order to get clear and up-to-date sales analytics without manual data collection.
Solution
1. Data export from Kommo CRM to Google Sheets was set up via an API connector.
2. Google Sheets was connected to Looker Studio as a data source.
3. Dashboards were developed with key metrics: number and amount of deals, conversion by pipeline stage, effectiveness of traffic sources, manager workload.
4. Automatic data refresh was configured so that reports always reflect up-to-date information from the CRM.
Results
1. All sales analytics are collected in one place and updated automatically, without manual work.
2. The manager sees clear charts and can quickly assess sales dynamics and team performance.
3. The time needed to prepare reports has been reduced — data is no longer collected manually.
4. The company now has a single source of data that the entire team relies on.
5. It has become easier to make management decisions based on real figures rather than guesswork.