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Best automated Google Sheets reports for marketing teams

Build automated marketing reports for your analytics teams and clients using Google Sheets data.

Automate Google Sheets reports and dashboards
Connect Google Sheets data and create automated reports and dashboards
Automated marketing reports
Business features include
 
Automated Google Sheets reporting
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights
 
Automated marketing reports

Automate Google Sheets reports and dashboards

Connect Google Sheets data and create automated reports and dashboards

Multi-channel templates for Google Sheets

We created over 300 professional reports for you to use. Modify Google Sheets data reports or create new reports from scratch.
Automated marketing reports
 
Seo client reporting templates for agencies

Build Google Sheets reports quickly — Use our templates

No need to study all Google Sheets metrics or build reports from scratch. We have created over 350 templates for your dashboards and reports for you to choose from.
You can also create custom Google Sheets reports or modify any of the existing templates.
Seo client reporting templates for agencies
 
Octoboard business cloud data dashboards for churn reduction

Showcase your Google Sheets data

Show how hard you work for your clients. Create Google Sheets graphs and metrics that demonstrate positive historical changes and results.
Compare historical Google Sheets KPI changes and prove ROI to any business with regular and automated reporting.
Octoboard business cloud data dashboards for churn reduction
 
White label client portal

Enable white label client portal

Create and host white label client portal on your website using Google Sheets data. Use our library of templates, place your logo and send automated reports in seconds.

Share data view links

Create public and private Google Sheets dashboards and reports. Embed data views into any page of your website. Setup is very easy and does not require IT support.
White label client portal
 
Automated cloud data insights

Use OpenAI and ChatGPT to indentify Google Sheets data trends

Octoboard will constantly monitor Google Sheets data changes for you. We use ChatGPT and OpenAI to identify Google Sheets trends and send regular updates.

Connect once and enable our AI engine

We employ our own machine learning algorithms to automatically discover Google Sheets trends that you may miss. Connect to your Google Sheets data and receive insights in your Email box.
Automated cloud data insights
SEO REPORTING TOOL / GOOGLE SHEETS

GOOGLE SHEETS REPORTING

Google Sheets data in your business and marketing dashboards.

Octoboard data dashboard: Google sheets dashboard

With Octoboard you can easily connect to any Google Sheets document and display data in a form of graph, pie chart, table. Once you point us to the Google Sheets document we will start pulling data automatically.

We offer an extensive set of features that will allow you easily connect and transform your data. Octoboard supports the following data types:

  • Single numeric value displays (with optional historic value tracking)
  • Data ranges - data displayed in graphs
  • Category data - pie charts, tables and funnels.

Tips
Turn on "Track historic data" feature and we will start keeping track of your data changes over time. Define frequency of updates and we will build historic bar, line and area graphs from a single data cell in the Google Sheets document.

As always, you can use "Compare" feature to see how your current data period compares to older data.
Notes
To connect to a Google Sheets document, provide your standard Google login and select the document you want to pull data from.
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Last reviewed:
14-Sept-23
Dashboards:
Reports:
Client portals:
White label:
Data refresh:
OpenAI Data insights:
Office TV output:
Multi-client:

Google Sheets metrics

How do I connect to Google Sheets documents in Platform?
Connection to your documents is very straightforward. You can use our wizard to go through 3 simple steps from Google account login to data selection for your widgets. The following paragraphs cover each step in more detail.

STEP 1 - CONNECTING TO GOOGLE SHEETS

Description

To access the wizard do the following:

  • Press "ADD METRIC" button in the dashboard panel
  • Select "CUSTOM DATA" tab in the wizard
  • Select "GOOGLE SHEETS" panel as shown on the left
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STEP 2 - SELECTING DOCUMENT

Description
In this step you will specify what document to use for data display.

  • Select existing account or press "ADD ACCOUNT"
  • To add an account provide your Google account login details
  • Once you connect to account - select a Google Sheets document from the list below


    • Image on the left shows the document selection panel of the wizard.
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STEP 3 - SELECTING DATA FOR DISPLAY

Description
Once you have selected Google Sheets document, Platform will display its content. In this step you can specify the following:

  • Select type of data to display - single value, historic data, category data
  • Select data values the correspond to selected data type


    • With Platform you can select "Single value" and enable "Track historic changes". With historic data tracking enable we can display changes over time in a graph even for "Single value" data type.

    We cover configuration parameters for each data type in the following sections.
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What Google Sheets data types and visualisation does Platform support?
We support 3 different data types: Single values (with or without historical data changes) that is most suitable for numeric presentation; Value range - ideal for showing data series in graphs with dates along X axis; and Key-value pairs or "categories" - for data presented in tables or pie charts. For each data type a number of visualisations are possible - all discussed in the sections below.

SINGLE NUMERIC VALUE

Single value data for numeric displays (with or without historic data changes tracking)
Description

Single value data is a single numeric value read from a single Google Sheet cell. If we do not enable historic data changes tracking, the following visualisation types are possible for the single value data type:

  • Number with delta - you can specify time frame for delta calculation
  • Number or Gauge with target value - you can set target value in widget panel


    • You can select historic data tracking. If this feature is enabled, Platform will start tracking data changes and building timeline graphs automatically. The following visualisation types will become available in that case:

  • Line graph
  • Bar graph
  • Area graph


    • Once you have selected Single Value data, you can pick 1 value cell from the Google Sheets document to read data from. Make sure you select Data Sheet to read data from and define data cell either using your our or by typing cell reference in the edit box provided ("A1", "B4" etc).

    You can select hourly or daily frequency of data updates. It will define how often Platform will try to connect to your document and re-read data value for dashboard display.
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VALUE RANGE

Value range for display in data graphs
Description
In order to display a series of values in line, bar or area graph, your data should be stored "vertically" in your Google Sheets document, i.e. data should be stored in columns - one column for DATES and one column for VALUES.

  • DATES COLUMN - holds calendar dates for display in X axis on graphs
  • VALUES COLUMN - holds numeric values to display on Y axis in graphs


    • You can pick data ranges using your mouse or by entering columns manually in edit boxes provided. Once you have selected data ranges you can pick one of the following visualisation types:

  • Line graph
  • Bar graph
  • Area graph


    • You can also opt to show the last value of the data range. Platform will automatically detect data changes and display delta between last value and value before last. Pick one of the following data visualisation types for displaying last value:

  • Number with delta - delta will be calculated by comparing last two values
  • Number or Gauge with target value - you can set target value in widget panel


    • You can also specify how frequently you want Platform to connect to your Google Sheets document by setting daily (default) or hourly update frequency.
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KEY-VALUE PAIRS

Value pairs or categories for pie charts and tables
Description
Key-value pairs is the type of data represented by keys (text values) and values (numeric values). They are sometimes called "category data". To load data you should specify two columns to read information from:

  • Keys - data column that holds texts (or "categories", such as pages of your website, for example)
  • Values - numeric values for each category (number of sessions for website pages)


    • You can pick keys and values using your mouse or by entering columns manually in edit boxes provided. Once you have selected data ranges you can pick one of the following visualisation types:

  • Pie chart
  • Table
  • Funnel


    • You can also specify how frequently you want Platform to connect to your Google Sheets document by setting daily (default) or hourly update frequency.
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How can I access Google Sheet widget configurations?
Google Sheets widgets configuration is straightforward. As described above, you can configure document access, data type, data visualisation. These configurations are accessible through the following interface elements:

WIZARD AND CONFIG PANEL

Data access and data types configuration via wizard and widget configuration panel.
Description

You can configure document access, data type and visualisation by invoking wizard and widget configuration panel. Click "ADD METRIC" or select "WIDGET MENU > CONFIG MENU ITEM" respectively to access these features.
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WIZARD SWITCH MENU ITEM

Change widget data visualisation type directly in the dashboard
Description
This is the easiest way to change data visualisation. Platform know what data type is being displayed and will offer data visualisation options compatible with Google Sheets data being displayed. Go to "WIDGET MENU > SWITCH MENU ITEM" to access the feature.
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SHEETS

Sheets
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