Hi to all of you. Here is another guide for Google Data Studio. Google renamed its Data Studio, which is now 3known as Looker Studio. We will, however, be learning How to Make CRM Report with Google Data Studio and Sheets in this tutorial. With a pre-made template, this tutorial will teach you how to use Google Data Studio. It will also show you how to create an amazing report using a CRM Sheets file for your company’s sales monetization, utilizing interactive dashboards and real-time reports.
You will have a CRM report dashboard to quickly gain insightful information about your business, marketing, and sales success in a matter of minutes.
I’ll provide you a free Google Data Studio layout to plot your original data on so you can create your own reports and a free template Sheets file to use and practice as a CRM template. Templates can be customized and are completely free.
Why is it Important to Make CRM Report with Google Data Studio and Sheets
When managing a company or operating one yourself? To respond properly based on the most recent findings, we must continue to monitor the business, sales, and growth performance. We frequently utilize a variety of tools to accomplish this. For example, we occasionally use Google Sheets to track the expansion of our company. Other times, we rely only on traditional physical registers to keep track of and record all business-related data.
However, given the size of the business spectrum today and the fact that time is money, we are unable to simply sit down and write everything down or perform endless computations to fully comprehend the state of the company, its growth, and the outlook for the upcoming months or years. A suitable and comprehensive platform is required to automate tasks and reduce processing time.
While there are plenty of tools on the market, Google offers the most accurate and helpful applications. One of the best apps available on the market, Google Data Studio, also known as Looker Studio, gives us all the tools we need to monetize and record our business through visually stunning and engaging dashboards.
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How to Make CRM Report with Google Data Studio and Sheets
To further plot your data on that template, there are a few steps you must take to include the Sheets CRM template and Google Data Studio template. We’ll go over each feature in a few sections below to create a gorgeous dashboard for our business’s sales monetization.
CRM Report with Google Data Studio and Sheets – Take the Templates
In this first section, we will learn how to get the Google Data Studio template and the Sheets CRM file for free to set up the data with it.
Step 1>
You must first copy this Google Sheet template.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-1a.png)
To get the template file with full access, make a copy instead of requesting editor access.
Simply select File > Create a copy.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-1b.png)
Step 2>
Everything is great at this point, however, to use the data from our CRM template, we must duplicate this Google Data Studio Template.
Then, select the “make a copy” button located in the upper-right corner of the Google Data Studio report template by clicking the three vertical dots located in the right corner of your screen.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-2a.png)
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-2b.png)
Step 3>
You need to create a connection with a data source to proceed with copying this template to your Google Data Studio account.
As you can see, there are just Google Sample data sources available here; there is no possibility for you to upload your own Google Sheets CRM template.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-3.png)
Step 4>
Select a sample data source, then select Copy Report.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-4a.png)
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-4b.png)
Note: After copying the report, we will add the CRM Sheets.
Step 5>
Your report template has been opened in a new tab, and as you can see, there are problems in several of the parts and charts. This is because the data source has changed, rendering all of the metrics and dimensions meaningless.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-5.png)
Step 6>
Go to Resource > Manage additional data sources to add your CRM Sheets using this Google Data Studio template.
You can now add a new data source in the window that opens next.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-6a.png)
To add a data source, click the button.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-6b.png)
Step 7>
Select Google Sheets from the list of available connectors. A list of your most recent Google Sheets files will then show up. Select the CRM template from the list. Then, when asked which sheet you want to connect, choose Deals, which is also the default choice.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-7a.png)
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-7b.png)
To link this data source, click the Add button now.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-7c.png)
Step 8>
The data source has been added; it is visible in the Data sidebar on the right-hand portion of the page.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-8.png)
Step 9>
Since this CRM template is a custom file, we can change the data types. At this point, we must examine the data types. We are unable to do this on sample files.
Navigate to Resource > Manage Added Data Sources to accomplish this.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-9a.png)
Click the Edit button under the Actions header in the CRM Sheets template section. A new screen will open with all data sources connected.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-9b.png)
With a new modal window open, you can now view and change the data types in each of this CRM template file’s data columns.
For example, we’ll convert the Value’s text data type to Currency > Any kind of money.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-9c.png)
Perform this action for every data column that you believe the type is inappropriate for.
Step 10>
When you’re finished, click the Finished button to return to the Studio.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-10.png)
After your CRM Sheets template was successfully set up, there are a few steps left to complete before we can change our Google Data Studio template. This will be seen in the section below.
CRM Report with Google Data Studio and Sheets – Configuring the Report with the CRM Sheet
This section explains how to set up Google Sheets and Data Studio for CRM reports, as well as how to build up a Data Studio report using a CRM sheet. We have already set up our Sheets file, and obtained the Google Data Studio Template, and the CRM Sheets template; all we need to do now is connect the report to the CRM Sheets template to obtain a stunning, fully functional CRM template in Studio Canvas. So let’s see what else we can do to accomplish our objective.
Step 1>
Eliminate the Sample data source that was inserted when this template was copied.
Select Manage Added Data Sources under Resource.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-11a.png)
After choosing the Sample data you previously added and clicking the Delete option, you must confirm your action for it to be wiped out.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-11b.png)
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-11c.png)
Step 2>
After the Sample data is deleted, all of your data will become invalid. However, don’t worry—we’ll restore all of your data by adding new data.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-12.png)
Step 3>
To add a new data source, choose any chart or element, click the choose data source button in the Chart Sidebar, and the list of recently connected data sources for this Studio file will appear. Choose the CRM template from there.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-13a.png)
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-13b.png)
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-13c.png)
Step 4>
Next, you have dimension, which is underneath the data source. Choose a dimension from the two available date parameters. Select any that you wish to utilize for charts.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-14a.png)
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-14b.png)
Step 5>
Click to select a metric from all those offered in the Metric section below.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-15a-1.png)
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-15b.png)
Step 6>
As you can see, your chart is functioning properly and is not displaying any mistakes. As we will be doing this for every chart, our report as a whole will be viewable and will be based on the data points in our CRM template.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-16.png)
As of right now, we have the templates, have connected them, and have plotted the data from the CRM sheets on the charts in our template.
All we need to do now is change the general appearance of our report to make it appear fully customized.
CRM Report with Google Data Studio and Sheets – Customize Entire Report
After we have finished setting up our file using the CRM sheet, we can quickly view some customization possibilities here. This has to be your last step; after using the previous two methods, this is the finishing touch, which is optional but advised.
Step 1>
Colors
You can choose the background color, text color, header color, border color, and an infinite number of other coloring elements for each chart and the report as a whole.
To add or change the report’s background color Select a color by clicking on Theme and Layout > Customize > Report background.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-21a.png)
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-21b.png)
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-21c.png)
Step 2>
Fonts
If you have a brand typeface, you must utilize it throughout the full report. If not, change the font and maintain consistency within the font family.
Click any chart, select the Style tab, and then choose the font color.
![How to Make CRM Report with Google Data Studio and Sheets How to Make CRM Report with Google Data Studio and Sheets](https://officechaser.com/wp-content/uploads/2024/05/How-to-Make-CRM-Report-with-Google-Data-Studio-and-Sheets-22a.png)
Chart Sizes
Since templates are meant to be used by all users, you or other users may have different requirements regarding the quantity of charts on the report. As such, all users must add new charts to their reports and remove any outdated ones that are no longer needed. As a result, you can remove any charts that you no longer require and add new ones as needed.
Additional modification options are available in Google Data Studio. I’m going to leave it up to you to add more customization to your report; as a guide, you may view my post on how to create reports in Google Data Studio.
I hope this template lesson proves to be helpful.
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Frequently Asked Questions
Are Reports from Google Data Studio Shareable with CRM Systems?
The ability to share reports between Google Data Studio and CRM systems is available. This improves data analysis and reporting and makes integration easier. Businesses can streamline their entire data management process by using this feature to move critical insights and metrics from Data Studio to their CRM systems with ease.
How can we use this Google Data Studio template with a customized Google Sheets file?
You have connected the report to a data source by adding the CRM Sheets template to Data Studio, thus it’s more than easy. In a similar vein, you may add your file to this report. The procedure will be the same; all you have to do is choose the right file from the list when establishing a connection to the data source, and your custom sheets file will appear here on the report.
Conclusion
Here, we’re using Google Data Studio and Sheets to wrap up the CRM report. After learning How to Make CRM Report with Google Data Studio & Sheets, we linked the data source to our template and configured our report using the Sheets data. We next quickly covered how to customize the report. I’m hoping you now know how to use Google Data Studio and Sheets to create CRM reports. I’ll see you shortly. For more amazing tips, tutorials and guides keep learning with Office Chaser.