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Integrations | Sep 15
John Bonini on February 26, 2019 (last modified on July 29, 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.
Want a quick way to visualize your sales performance from SharpSpring?
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.
In the dashboard designer, search for the SharpSpring integration on the left side menu.
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.
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.
Then, your SharpSpring data will automatically populate.
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.
That’s a start.
Now, you can continue customizing the dashboard using as many different data sources as needed.
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