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.

In previous years, the dashboard was updated every 3 hours when new data was manually added from a download of E-junkie sales data. This time, using Apps Script, I wrote a script and set up E-junkie so that every sale would immediately appear in my Google Sheet dashboard.

So, it truly was a real-time dashboard.

Animated e-junkie sales chart in Google Sheets
Animated chart showing fictitious sales data during a flash sale

The real-time dashboard in Google Sheets

Here’s the final dashboard, annotated to show the different sections:

Annotated Google Sheets dashboard
Annotated Google Sheets dashboard with fictitious data (click to enlarge)

There are too many steps to detail every single one, but I’ll run through how to do the E-junkie integration in detail and then just show the concepts behind the Google Sheet dashboard setup.

How to get data from E-junkie into Google Sheets

New to Apps Script? Check out my primer guide first.

Open up a new Google Sheet and in the code editor (Tools > Script editor…) clear out any existing code and add the following:

function doPost(e) {
  var ss = SpreadsheetApp.getActiveSpreadsheet();
  var sheet = ss.getSheetByName('Sheet1');
  
  if (typeof e !== 'undefined') {
    var data = JSON.stringify(e);
    sheet.getRange(1,1).setValue(data);
    return;
  }
}

Save and then publish it:

Publish > Deploy as a web app...

and set the access to Anyone, even anonymous, as shown in this image:

access Google sheets web app

You’ll be prompted to review permissions:

Apps script review permissions

followed by:

Apps script confirm permissions

Click Allow.

This is a one-time step the first time you publish to the web or run your script.

Now we want to test this code by sending a POST request method to this Sheet’s URL to see if it gets captured.

We’ll use a service called hurl.it to send a test POST request.

Open hurl.it, select the POST option in the first dropdown menu, add the URL of your published sheet into the first text box and, for good measure, add a parameter, like so (click to open large version):

Hurl to test POST request

Click “Launch Request”, head back to your Google Sheet and you should now see some data in cell A1 like this (click to open large version):

POST data in Google Sheet

where the data is something like this (the custom parameter shown in red):

{"parameter":{"testValue":"Ben"},"contextPath":"","contentLength":13,"queryString":null,"parameters":{"testValue":["Ben"]},"postData":{"type":"application/x-www-form-urlencoded","length":13,"contents":"testValue=Ben","name":"postData"}}

Voila! The data sent by the POST action is sitting pretty in our Google Sheet!

It’s essentially exactly the same mechanics for the E-junkie example.

So now we know it’s working, let’s change the Sheet and the code to handle E-junkie data.

For the Sheet: Delete the data in cell A1, and add a row of headings that match the headings in lines 12 to 33 of the code below (omitting the data.):

E-junkie Google Sheet set-up

(This screenshot doesn’t show all the columns, some are off-screen to the right.)

For the code: Delete all the previous code and replace with this (note that I’m still referring to Sheet1, so if you’ve changed the name of your Sheet to something else you’ll need to change it in the code on line 4 as well):

function doPost(e) {
  
  var ss= SpreadsheetApp.openById("<Sheet ID>");
  var sheet = ss.getSheetByName("Sheet1");
  
  var outputArray = [];
  
  if(typeof e !== 'undefined') {
    var data = e.parameter;
    
    outputArray.push(
      data.ej_txn_id,
      data.invoice,
      data.payment_date,
      data.item_name,
      data.from_email,
      data.receiver_email,
      data.discount_codes,
      data.mc_gross,
      data.payment_type,
      data.payer_id,
      data.payer_email,
      data.first_name,
      data.last_name,
      data.residence_country,
      data.payer_status,
      data.payment_status,
      data.payment_gross,
      data.affiliate_id,
      data.item_affiliate_fee_total,
      data.mc_currency,
      data.payer_business_name,
      data.payment_fee
    );
    
    sheet.appendRow(outputArray);
  }
  
  return;
}

Here’s the e-junkie code on GitHub.

Save your code and update the published web app (Publish > Deploy as a web app… and click Update).

Copy this updated application URL to your clipboard. Log in to E-junkie and navigate to Edit Preferences:

E-junkie menu

Paste in your URL into the Custom/Third-Party Integration Common Notification URL text box:

E-junkie custom integration

And that’s it!

Whenever you make a sale through E-junkie, you should now see the data show up in your Sheet.

Further reading on the E-junkie integration: Official E-junkie integration documentation

Thanks:

Thanks to Google Developer Expert Riël Notermans who pointed out how to fix the redirect issue I was dealing with in earlier versions of the script.

Thanks to all the kind folks on Stack Overflow who helped me get this working.

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How I created the dashboard in Google Sheets with E-junkie data

Really the crux of this whole example was getting the E-junkie data into my Google Sheet in real-time. Once I had that up and running, I was free to do anything I wanted with the data.

Data staging

The E-junkie sales data looked like this in my Google Sheet once the transactions started to come in (blurred to hide details):

E junkie data

From this raw data, I created a staging table for the line tracking chart:

staging table for line chart

This table was driven by checking whether the hour date in column E of the current row (green) was less than the current time, and then counting sales up to that point. The 2014 and 2015 datasets were included for reference.

The extra columns J, K and M were created for the chart annotations (for more information on how to create annotations on your Google Sheets charts, check out this post).

To ensure everything updated in near real-time, I changed the calculation settings (File > Spreadsheet settings... > Calculation) to: On change and every minute

Progress tracking chart

The line tracking chart showed progress during the sale period, against the 2014 and 2015 benchmarks.

In action, it looked like this (showing fictitious data, and sped up to show progress through the sale period):

Animated Apps Script chartAnimated Apps Script chart
Read more about how the progress tracking line chart was created (including animation) here.

Revenue/profit bar chart

The revenue/profit chart was a standard bar chart showing total revenue and total profits against the target metrics (fictitious numbers):

Revenue and Profit bar chart

Sales channel metrics

The lower portion of the chart was a breakout of all the different sales channels we tracked, everything from individual emails, to ads (Facebook and Pinterest) and different affiliates.

Every one of these channels had their own row, showing the actual sales performance against that channel’s projected sales (click to view larger version; numbers are fictitious):

Example of sales data

The key formula driving this section of the dashboard was a simple COUNTIF formula, labeled 1 above, which counted the number of sales in the E-junkie dataset attributed to this channel:

=COUNTIF('ejunkie staging data'!$S$4:$S,D25)

The sparkline formula for the green bar charts, labeled 2 above, was:

=IF(J25=0,"",SPARKLINE(J25,{"charttype","bar";"max",MAX($G$25:$G$36);"color1","#4caf50"}))

Note: both of these formulas work for the data in row 25.

In action

One fun thing we did with the dashboard this time around, which I’d never done previously, was to show it full screen on a big TV during the sale, using an Apple TV and AirPlay:

Google Sheet e-junkie dashboard on big screen

Cool! 🙂

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.

Continue reading Connecting to the Crunchbase API with Google Sheets

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

How to add a hyperlinked index sheet to your large Google Sheet workbooks

Admit it, we’ve all been there. Getting frustrated trying to find a specific sheet inside a huge workbook, and not being able to see it amongst all the other sheets.

Well, here’s a quick Apps Script to create a hyperlinked index page at the start of your workbook.

Quick caveat first: There’s one drawback – the hyperlinks open the sheets in new tabs, which unfortunately I can’t do anything about. However, it should still be useful for anyone working with workbooks with 10+ sheets.

Here it is in action:

Create hyperlinked index sheet

What if we already have a sheet by the name ‘Index’?

Well, you’ll be prompted to enter a different index name or to cancel the operation:

Create hyperlinked index sheet

Steps to create your own hyperlinked index sheet in Google Sheets

Step 1: Open up the workbook you want to add the index sheet to and open the apps script editor (Tools > Script editor...).

Continue reading How to add a hyperlinked index sheet to your large Google Sheet workbooks