How To Build A Sales Dashboard Using Looker Studio In 20 Minutes

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📚 SUMMARY
Here's how to build an automatic sales dashboard in 20 minutes using Looker Studio, GoHighLevel, Google Sheets and Make.com.

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Hey everyone, my name is Jono. I run a 7-figure service business that offers DJ, photo, video services (#1 largest in Canada), and spent years figuring out how to automate every part of it (and hired the roles that I couldn't). Conservatively, I used to work 80+ hours per week, before sunrise till long after sunset; missing gatherings, family events and everything in between. Through automation though, I was able to replace my job. My goal is to help share what worked for me, in a dream of helping others find true success with their passion.

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FORMULAS:
New Lead Count:
if(CONTAINS_TEXT(Event, "New Lead"), 1, 0)

Sales Call Count:
if(CONTAINS_TEXT(Event, "Sales Call"), 1, 0)

Contract Signed Count:
if(CONTAINS_TEXT(Event, "Contract Signed"), 1, 0)

Deposit Paid Count:
if(CONTAINS_TEXT(Event, "Deposit Paid"), 1, 0)

Revenue:
if(CONTAINS_TEXT(Event,"Deposit Paid"), Total Value, 0 )

Lead Conversion Rate:
SUM(IF(CONTAINS_TEXT(Event,"Deposit Paid"), 1, 0))/SUM(IF(CONTAINS_TEXT(Event,"New Lead"), 1, 0))

Sales Call Conversion Rate:
SUM(IF(CONTAINS_TEXT(Event,"Deposit Paid"), 1, 0))/SUM(IF(CONTAINS_TEXT(Event,"Sales Call"), 1, 0))

Average Deal Size:
if(CONTAINS_TEXT(Event,"Deposit Paid"), Total Value, null )

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