How to build a real-time sales dashboard for E-junkie using Google Sheets and Apps Script

It’s day two of a four day product launch. You’ve worked hard all year to create a fantastic product, test your sales systems and tell the world about this amazing offer. You know you’ve sold 100 products so far, but…

…you don’t know whether your ads are effective, which affiliates are really killing it versus which have forgotten about your launch, or even whether your own emails are converting.

Looking at your sales log only, and having to decipher what’s happened since the last time you looked an hour ago, is like trying to drive in the dark without headlights.

Thankfully there is a better way to track your sales, so you can see your data, get insights about what’s working and what’s not, and immediately act to increase your bottom line.

This post looks at how to build a real-time dashboard for the E-junkie digital sales platform using Google Sheets:

Google Sheet e-junkie real-time dashboard
Google Sheet e-junkie real-time dashboard (fictitious data)
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E-junkie is a digital shopping cart, used for selling digital products and downloads. The system handles the shopping cart mechanics, but does not do any data analytics or visualizations.

You can view a transaction log (i.e. a list of all your sales) but if you want to understand and visualize your sales data, then you’ll need to use another tool to do this. Google Sheets is a perfect tool for that.

You can use a Google Sheet to capture sales data automatically in real-time, and use the built-in charts to create an effective dashboard.

You’d be crazy not to have a tracking system set up, to see and understand what’s going on during sales events or product launches. This E-junkie + Google Sheets solution is effective and incredibly cheap ($5/month for E-junkie and Google Sheets is free).

The Write Life ran a Writer’s Bundle sale this year, during the first week of April. It’s a bundled package of outstanding resources for writers, including ebooks and courses, heavily discounted for a short 4-day sales window.

I created a new dashboard for The Write Life team to track sales and affiliates during the entire event. This year’s dashboard was a much improved evolution of the versions built for the Writer’s Bundle sales in 2014 (which, incidentally, was my first blog post on this website!) and 2015.

The biggest improvement this year was to make the dashboard update automatically in real-time.
Continue reading How to build a real-time sales dashboard for E-junkie using Google Sheets and Apps Script

Google Sheets and Mailchimp integration using Apps Script

In this post, we’re going to see how to setup a Google Sheets and Mailchimp integration, using Apps Script to access the Mailchimp API.

The end goal is to import campaign and list data into Google Sheets so we can analyze our Mailchimp data and create visualizations, like this one:

Google Sheets and Mailchimp integration for campaign data analysis

Mailchimp is a popular email service provider for small businesses. Google Sheets is popular with small businesses, digital marketers and other online folks. So let’s connect the two to build a Mailchimp data analysis tool in Google Sheets!

Once you have the data from Mailchimp in a Google Sheet, you can do all sorts of customized reporting, thereby saving you time in the long run.

I use Mailchimp myself to manage my own email list and send out campaigns, such as this beginner API guide (Interested?), so I was keen to create this Mailchimp integration so I can include Mailchimp KPI’s and visualizations in my business dashboards.

For this tutorial I collaborated with another data-obsessed marketer, Julian from Measure School, to create a video lesson. High quality video tutorials are hard to create but thankfully Julian is a master, so I hope you enjoy this one:

(Be sure to check out Julian’s YouTube channel for lots more data-driven marketing videos.)

If you’re new to APIs, you may want to check out my starter guide, and if you’re completely new to Apps Script, start here.

Otherwise let’s begin.
Continue reading Google Sheets and Mailchimp integration using Apps Script

Connecting to the Crunchbase API with Google Sheets

UPDATE JAN 2018: Cruncbase recently updated their API to version v3.1 and deprecated v3, which this article is based on. As a result the code I share below will no longer return Crunchbase data. I’ll update the code when I can. In the meantime, hopefully it’ll still prove useful in your own explorations of the Crunchbase API.

Crunchbase API with Google Sheets

The Crunchbase API is easily accessible with Apps Script, meaning you can retrieve Crunchbase company data to display, or analyze further, in your Google Sheet. This article shows you how to connect to the Crunchbase API.

How to import data from the Crunchbase API into Google Sheets

Crunchbase is a business information platform; a sort of giant database of information on organizations and people in the business world, especially the digital/technology/startup world.

They have an API so you can programmatically access and retrieve business data. There’s a free tier, which is what I’ll show in this article, and a paid, pro tier, which has a much richer dataset available through the API.

On the free tier, you’re limited to data on organizations and people profiles, through their Open Data Map. It’s a RESTful API with two endpoints (/odm-organizations and /odm-people) and you need to apply for basic access first to get a user key for access.

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How to extract email addresses tagged with a specific Gmail label

Extract email from Gmail

Everyone uses email in different ways. For me, email is at the very centre of my business. Everything flows through my Gmail account.

Being able to categorize all work enquiries or questions with a specific label, for example Queries (which I nest under my Work label) is one of the most useful features of Gmail.

Recently I needed to extract all of the email addresses for the hundreds of messages under this label. Super tedious to do manually, but thankfully there’s a much quicker way using Apps Script.

In this post, we’ll see how to setup a Google Sheet to extract all the email address for a specific Gmail label. I’ll share the code and walk through it with you.

How to use the Gmail Service with Apps Script and Google Sheets

Step 1: Set up the Google Sheet

The Google Sheet for this example is super simple for a change.

Cell B1 is where we type the label that we want to extract emails from, and then on row 3 are the two column headings, Name and Email.

The sheet looks like this:

Setup sheet for gmail app

Really important note

In this example I have a nested label, where I want email addresses from the label “queries” which belongs to the parent label “work”. Hence I need to write the label with a dash to show this relationship, with the parent label listed first, hence: “work-queries”.

If you are just looking at a single label with no relationship with other labels, then you can just type that label, e.g. “work”.

Continue reading How to extract email addresses tagged with a specific Gmail label

Learn how to build dashboards with Google Sheets and Data Studio

Dashboard on monitor screen

Have you ever wanted to improve your reporting in Google Sheets?

Or create dashboard reports that are both beautiful and functional?

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Google Sheets Training

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Dashboards are fantastic tools that give you a high-level view of your business, showing KPIs, trends and data comparisons.

You can use dashboards to make sound marketing and business decisions that help you grow your organization in smart ways, for example:

  • Showing the growth of your website or clients’ websites, by tracking traffic and social media metrics over time.
  • Understanding your business better by collecting and analyzing user data in real-time.
  • Comparing sales data across different time periods, sales channels or geographic regions to get deeper insights into your opportunities.
  • Measuring student attendance and performance to easily see where to allocate resources.
  • Tracking and visualizing financial data to uncover high- and low-performing areas of your company, so you can make adjustments going forward.

By learning some relatively simple techniques, you can create dashboards that are automated, interactive and visually appealing. They’ll get people’s attention and wow your colleagues and bosses.

This course covers everything you need to know about building beautiful business dashboards with Google Sheets and Google Data Studio.

Build dashboards with Google Sheets and Data Studio

This course is dashboard-focused and entirely practical. Concepts are taught through real-life examples, starting with a basic static dashboard all the way through to the complex web marketing dashboard you can see in the screenshot above.

The course covers data visualization and dashboard best practices, dynamic dashboards, how to use Google Forms to collect data, how to import external data, how to use Apps Script to automate processes and add extra features, Google’s new dashboard tool, Data Studio, and much, much more.

What you get when you enroll:

> Over 9 hours of video content.

> Lifetime access to all the content, to learn at your own pace.

> Copies of all the finished dashboard templates for the five dashboard examples and the one Data Studio report.

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> Membership to our dedicated Facebook group where you can post questions and get answers, share insights and interact with other students.

Dashboard course preview

What others say about the course:

I’d recommend this course for anyone trying to make great dashboards in Google Sheets. Ben is a great teacher and he explains everything very thoroughly. Five stars from me.
– Jakob R.
This course is a fantastic way to discover how to build dashboards. Ben takes you step by step through what you need to do and his approach is well thought and organised. The information covers the basics and introduces more complex subjects in a simple and easy to follow format.
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Testimonial image
Testimonial image Everyone talks about data culture in companies, but only a few know how to do it. Good dashboards are a great first step to democratize access to data in a simple way, and this course will definitely change the way you see your data today.
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Are you ready to start building
beautiful, functional dashboards?

Any other questions? Leave a comment or drop me a line here.