Automated e-commerce reporting system

Consolidate data from social media, email platforms, and automated e-commerce channels into one master spreadsheet and create individual reporting sheets and dashboards for your entire team.

Key benefits

See the big picture

Consolidate data from a huge range of channels including social media, CRMs and e-commerce sites.

Automate 

Information is collected, filtered and shared via the automatic workflow, giving you the data you need and freeing up your time.

Keep investors informed

Give stakeholders the data they need with automated dashboards and custom reports displaying the KPIs they want to see.

How to build this workflow

Step 1

Make sure all your data is in spreadsheets or CSV files. Every channel should have its own spreadsheet or CSV file so that you can combine the data.

Channels you might want to extract data from include Shopify, Amazon, eBay, Facebook, Instagram, LinkedIn, Twitter, Google Ads, Google Analytics, Wordpress, Wix and others.

 

 

Step 2

Once you have each channel’s data in spreadsheets, use Sheetgo to create multiple connections from your channel spreadsheets into one single master sheet.

You can call this master spreadsheet “marketing channels consolidated” or something similar.

Tip!

If you have a lot of different channels and need to create multiple connections , use Sheetgo’s consolidate feature. To use this feature it’s important that you organize all channel spreadsheets in the same column structure, just like a database.

Step 3

Create a new Sheetgo connection to transfer and filter data from the marketing channels consolidated spreadsheet to a new spreadsheet that will function as your KPIs dashboard.

This spreadsheet can be shared with the team to keep them automatically updated about your most important KPIs.

If you’re looking for a helping hand to create dashboards, check out our blog post on how to create a dashboard in Google Sheets.

Step 4

Create another Sheetgo connection to your finance spreadsheet to update your financial data automatically.

Tip! 

Share this workflow with colleagues in your finance department. Your colleagues can then update and add connections to further automate the workflow.

Step 5

To create an automated investor report, use Sheetgo to create a filtered connection to transfer selected data to the spreadsheets that you use for your investors.

Once you align which KPIs your investors want to see, they can access this dashboard. Switch on automatic updates and set them  to run as frequently as you wish.

Step 6

Switch on automatic updates and schedule them on an hourly frequency to make sure you have access to the latest e-commerce data.

Need help? Speak to our experts

Do you need assistance in designing your marketing workflow? Looking for a more complex automated e-commerce system or don’t have the time and resources to build it yourself?

Speak to our business automation experts about custom workflow design and implementation.

Connect spreadsheets, automate your work.