How to Create a Google Data Studio Report Using Sharpspring Integrated Data

How to Create a Google Data Studio Report Using Sharpspring Integrated Data

Data is hardly useful without the proper tools to analyze, interpret and report them. With that in mind, Google Data Studio was created as a cloud-based reporting tool that helps to transform data into fully customizable factual reports and interactive dashboards that are aesthetically pleasing, and easily readable and shareable. It is useful for small and large enterprises in gathering data from various sources, sharing insights with team members, and creating easily comprehensible reports through data visualization. In addition, Google Data Studio reports are dynamic in nature, i.e. they are updated in real-time as updates are made to the data source. 

Google Data Studio allows data integration from multiple eligible sources. One of such sources is Sharpspring. Sharpspring, through its comprehensive cloud-based automated marketing platform, and among other features, offers a data-gathering feature that helps businesses to keep track of their marketing efforts, assess performance, and optimize their campaigns.

Getting Sharpspring sales and marketing data into Google Data Studio is easy with Reas Marketing’s Sharpspring Google Data Studio Connector. The connector facilitates seamless integration and enables more flexibility with creating and sharing your reports. You can embed your reports on pages like Google Sites, blog posts, marketing articles, yearly reports, etc.

Creating a Google Data Studio Report with Sharpspring Data

To create a new report in Google Data Studio with Sharpspring data, you will need to set up Sharpspring as a data source. This can be done with the Sharpspring Google Data Studio Connector which helps to fetch data from the Sharpspring Marketing Automation platform. It maintains a live connection to your data, meaning that any adjustments made to the data from Sharpspring will be updated in real-time in the Google Data Studio report.

The two fundamental parts of a Google Data Studio report are data sources and widgets. To set up a Sharpspring data source, follow these steps:

  1. Open 
  2. Select the ‘Create’ drop-down menu at the upper left corner of the page
  3. Select ‘Report’
  4. On the overlay that appears on the screen, select the ‘Connect to data’ tab
  5. Search and select ‘Reas Marketing SharpSpring’ in the search box
  6. Authenticate your account on the following page, and select the ‘Add’ button
  7. Back on the ‘Add data to report’ overlay, click on the ‘My data sources’ tab
  8. From the list, select the data source schema you wish to use for your report
  9. Lastly, click on the ‘Add’ button

The data source is now connected to your Google Studio, and you are a step closer to creating your report. You will see a full list of metrics and dimensions displayed in the data source, and you may add them to your report by clicking the ‘Add to report’ button on the page.

You can proceed to create visualizations to add to the report. Visualizations available include Pie Charts, Bar Charts, Time Series Graphs, Tables, Maps, Scorecards, etc. You can also add design elements, like text boxes, to facilitate understanding of your report.

You should also pay attention to the style and formatting of your report. Whoever the recipient of your report might be – clients, teams, or managers, it will be effective only if it is rightly presented. You can modify the style and formatting of your report through the ‘Theme and layout’ option in the toolbar.

Google Data Studio also has an option that allows you to embed external content in reports. Google Docs, Google Sheet, online videos, etc. can be embedded to create the optimal experience for your recipients.

To share the created report, simply turn on sharing or invite specific people to view or access the reports and data sources. 

Benefits of Creating a Google Data Studio Report

Creating a Google Data Studio report has several advantages, some of which we have listed below.

Access to an infinite number of widget options

Unlike Google Analytics, which limits you to 12 graphs or charts in a report, Google Data Studio allows you to include as many widgets as you want in your reports. You can use this feature to share and explain your data in a variety of ways. There are a variety of widgets to choose from, including:

  • Heat graphs, broken down by area, state, or country.
  • Graphs like pie charts, time series, etc.

Collect data from a variety of sources

One of Google Data Studio’s most unusual and useful features is its ability to pull data from up to 12 different sources, which you may combine in your reports. This feature turns Google Data Studio into a one-stop-shop for all your reporting needs and guarantees that your reports are comprehensive.

Easy to share Data Studio reports

While creating your reports, you may wish to get the opinions of your team members, dedicated account managers, or company decision-makers in real-time or otherwise, without any extra stress. You can share a link to Google Data Studio and allow others to read and collaborate on the report.

Export Google Data Studio Reports

Finished report dashboards can be exported in various formats. You can download Google Data Studio reports as PDF, Excel document, or export them through Google Sheets or email. Automated email exports can also be scheduled to send PDF versions of reports to recipients.

In conclusion, the flexibility, and benefits that come with Google Data Studio allow you to merge several Sharpspring datasets, visualize your Sharpspring Sales and Marketing data, and create real-time reports out of them. All these clear the path towards making insightful business decisions. Use our SharpSpring Google Data Studio Connector to get you started on this path.

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