Create a custom CRM dashboard using Google Docs

It's not a secret that Google Docs' Spreadsheets are a powerful tool for working with data, building different kinds of reports. Think of filters, pivot tables, built-in functions, charts and diagrams. Now, imagine you can use all that along with the data from the very center of your business: the Solve360 CRM software.

What other products would usually suggest in such a case is to export data from the system to a file, then import that file (most likely with the data you don't really need) to the Google Docs. Not really interactively, is it?

Another, more automated way to go would be to use two APIs, building a system to get data from one system and populating it to another system. Not really flexible and rather expensive: remember all the server-side processing required?

With Google Apps Script, we don't have to do that, either. We can implement integrated reporting, right inside the Google Docs. And that was our initial idea: to let our clients get filtered data from the Solve360 CRM using a convenient User Interface integrated into a spreadsheet. Real-time.

Category:

Science & Technology

Tags:

• crm
• google
• apps
• solve360
• spreadsheet
• report
• marketing
• sales
• pipeline

[johnmann858]

Does this script automatically update the table each time it's opened?