Synergy Car Leasing: Centralized sales reporting solution for UK car leasing company

Sheetgo is the no-code spreadsheet automation platform that turns the data your team already keeps in Sheets, Excel, and CSVs into pipelines, dashboards, and AI-ready datasets.

Synergy Car Leasing now saves over 200 hours per year with a fully automated sales reporting system by Sheetgo. The team now has a centralized location for all car leasing data to create comprehensive, error-free reports. As a result, the team now saves around 4 hours per week to focus on other aspects of their business.

Finding a way to avoid error-ridden reporting

• 4 hours per week spent manually inputting data
  
• Difficulty reconciling data from 4 different teams at once
• Reports full of errors and lacking data relevance

Synergy was spending 45 minutes per day manually inputting data into Google Sheets. Not only were these reports full of manual errors, but their lack of data relevancy thanks to using macros meant that the majority of these weren’t being read by the team.

They needed to find a solution that would work with Google Sheets so that they had the ability for their different teams to work on a dataset at the same time, so key data like customer details, stock and vehicle data could be recorded.

Synergy connected with the Sheetgo team after being recommended to do so via a Google Search. They wanted to implement the Networking Principle and avoid the need for costly SaaS re-engineering to get a system that met all of their needs.

They needed an automated solution that was also easy-to-use, so that their team didn’t need to spend time familiarizing themselves with database querying techniques.

Automated daily reporting process with Sheetgo

• Merge to consolidate data compiled by teams and real-time online data
• Twice daily updates using automation schedule
  
• Custom end-user reports now standardized and centralized
  

Now, Synergy Car Leasing has a combination of 12 different workflows that automate their entire car leasing reporting process from start to finish. Sheetgo then uses merge to consolidate all the data from the 4 teams alongside real-world online data needed for their reporting. This data is then filtered and transferred to create their accurate reporting documents.

4 hours saved per week to focus on company goals

• 45 minutes saved every single day
• 100% accurate reporting thanks to automations
• Centralized data for big-picture analysis
  

Now Synergy Car Leasing no longer has to worry about inaccurate reporting or relying on just a few of their team members to contribute to the whole process. Now, they have an automated process that can be used and appreciated by everyone. 

As Sheetgo is such an affordable, easy-to-use alternative, the team is now also exploring how to optimize the BigQuery functionality further within other internal business processes.