EnsembleIQ: An automated reporting system for their brand directors
A better solution than IMPORTRANGE
- Too many IMPORTRANGE errors
- Struggle to update the reports manually
- Time-consuming and repetitive reports
EnsembleIQ had to import data from four CRM systems into a consolidated report. They later decided to use only one CRM system, but they were still struggling to create custom reports.
They were using the IMPORTRANGE function in Google Sheets because they couldn’t find a better solution. However, this was a very time-consuming task. Not only did they have to update the reports manually, but they also had to work around many IMPORTRANGE errors.
Solving a complex problem with a simple workflow using Sheetgo
- Merge multiple datasets into a single report
- 100% automated updates based on workflow triggers
- Ability to spread the data with one easy step
EnsembleIQ has created a workflow that automates and improves their reporting process. It pulls data from the CRM system and sends it into a consolidated file so the leadership can get a view of the entire company. Thanks to Sheetgo, they are now able to update the report easily a few times a day.
In addition, they didn’t want to have the whole file viewable and changeable for every single brand director. They wanted the brand directors to view only their individual brands.
With Sheetgo, they have solved this problem by creating custom reports for every single director. All they have to do is split data from the consolidated file into separate spreadsheets with one easy step.
Powerful workflow automation to save time
- 30+ employees benefit from Sheetgo workflows
- 100% customizable and up-to-date reports
- More comprehensive data reporting
Sheetgo has helped the team at EnsembleIQ create and update these customizable reports effortlessly using simple workflows. Since they don’t have to create and update these reports manually, they are now able to spend their time producing more comprehensive and up-to-date reports.
As a result, 10 brand directors and around 20 sales representatives are able to access these reports and make more informed decisions.
They no longer need to waste their time updating spreadsheets manually and working around IMPORTRANGE errors. These Sheetgo workflows help EnsembleIQ save a lot of time that is now spent on developing more customizable and comprehensive reports.
With Sheetgo, they are now able to automate manual processes and start focusing on what really matters.