Integrations

New Integration: Visualize Your Marketing & Sales Performance with SharpSpring

Track your SharpSpring marketing and sales performance KPIs like leads, opportunities, opportunities won (and more!) with a free Databox account.

John Bonini John Bonini on February 26, 2019 • 2 minute read

Hi there, SharpSpring customers 👋🏻

Today, we’re excited to announce our new integration with SharpSpring, allowing you to track and visualize leads, opportunities, opportunities won, and your overall sales performance alongside all of the other KPIs that are important to your business.

At launch, there are 56 default SharpSpring metrics available. This means that there are 56 pre-built visualizations for some of the most popular metrics available in SharpSpring.

There are also 4 calculated metrics available, too. These are custom metrics that are commonly created by SharpSpring users that we’ve created using Data Calculations. These are also pre-built, meaning all you need to do is drag-and-drop them into your dashboard to visualize your performance.

No code or design necessary.

Also, in addition to having the ability to quickly drag-and-drop your most important SharpSpring metrics, you can just as easily customize your dashboards to include data from other integrations that your business relies on, too.

I’ll show you how to do all of that below.

First, let me show you how to quickly get started via a pre-made SharpSpring template.

Getting started with a SharpSpring template

Want a quick way to visualize your sales performance from SharpSpring?

First, download this SharpSpring sales performance template.

Next, you’ll be prompted to connect your SharpSpring account.

Then, voila! Watch as your dashboard automatically populates with all of your high-level sales KPIs.

SharpSpring dashboard

How to create custom dashboards with SharpSpring

In the dashboard designer, search for the SharpSpring integration on the left side menu.

download 9

From there, you’ll be prompted to connect your SharpSpring account.

Now, you’ll see a menu consisting of 56 default SharpSpring metrics as well as 4 calculated metrics (these are custom metrics commonly used by SharpSpring users that were created using Data Calculations) available to drag-and-drop directly into your dashboard.

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Drag-and-drop the desired metric anywhere you’d like in your dashboard. You can resize these Datablocks or even rearrange them once you’ve added more.

download 131

Then, your SharpSpring data will automatically populate.

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Now, if you’d like to add KPIs from other tools into this dashboard in order to create a comprehensive view of marketing and sales, simply click back into the left side menu to search for the desired integrations you’d like to pull from.

In this case, I’m also pulling “Sessions” from Google Analytics so I can draw correlation between the top of our marketing funnel and the bottom of our sales funnel.

download 14 download 15

That’s a start.

Now, you can continue customizing the dashboard using as many different data sources as needed.

Getting started with SharpSpring + Databox

Existing users can view all of the available SharpSpring metrics here or download the sales performance dashboard here.

New to Databox? You can create a free account here. Or, you can also grab the free sales performance dashboard which will also create your free account.

About the author
John Bonini
John Bonini is Director of Marketing at Databox. He's passionate about building brands that tell great stories. Connect with him on Twitter @bonini84.
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