{"id":12546,"date":"2023-05-17T00:12:12","date_gmt":"2023-05-17T00:12:12","guid":{"rendered":"https:\/\/www.insitusales.com\/?page_id=12546"},"modified":"2023-05-17T00:12:12","modified_gmt":"2023-05-17T00:12:12","slug":"looker-setup","status":"publish","type":"page","link":"https:\/\/www.insitusales.com\/en\/solutions\/sales-analytics-software\/looker-setup\/","title":{"rendered":"Looker Studio"},"content":{"rendered":"
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Even More Control Over Visualizing Reports With Sales Data<\/h6>\r\n

Connect inSitu Sales To Looker Studio<\/h2>\r\n

Our enhanced sales analytics software<\/b><\/a> now offers users the opportunity to connect to Looker Studio (formerly Google Data Studio) for customized data visualization. <\/p>\r\n

Our connector provides users with two new features<\/b> essential to benchmarking and improving sales team performance:
1. C<\/b>ustomize reports with a powerful business intelligence tool.<\/b>  
2. Schedule reports to be sent by email.<\/b><\/span><\/p>\r\nTry It Now<\/a><\/div>\r\n<\/div>\r\n<\/div>\r\n

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How To Get Started<\/h2>\r\n

You can also login with our demo data if you don\u2019t have an applicable account to use.
user:<\/b> s1@insitumobile.com
pwd:<\/b> trial<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Set Up A Google Account<\/h5>\r\n

Google Data Studios requires an existing Google account (Gmail).<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Connect Data Sources<\/h5>\r\n

Click on the \u201cData Sources\u201d tab, then on \u201cAdd data source.\u201d Select the \u201cinSitu Sales For Looker\u201d<\/b> data source, then follow the steps to grant Google Data Studio access.<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Create A Report<\/h5>\r\n

Click on the \u201cCreate\u201d button and select \u201cReport.\u201d You can use a template or start with a blank report. You can also import a report from a Google Sheets file or an existing Google Data Studio report.<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Add Charts & Tables<\/h5>\r\n

Using the imported data, click on \u201cAdd a chart,\u201d select the type you want, and customize it using the options in the right-side panel. <\/p>\r\n<\/div>\r\n<\/div>\r\n

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Customize The Report<\/h5>\r\n

Personalize your data by adding images and text, changing the color scheme, or with interactive elements such as filters, drop-downs, and calculated fields.<\/p>\r\n<\/div>\r\n<\/div>\r\n

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Share & Publish, Or Schedule<\/h5>\r\n

When complete, you can use the \u201cShare\u201d button to send direct links, publish it for open accessibility, or schedule it for email delivery at your choosing.<\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>

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Create Detailed Reports Instantly<\/h2>\r\n

View data concerning customers, orders, or reps. Our connector lets you build a complete overview to visualize any source of data your team is interested in monitoring. <\/p>\r\n<\/div>\r\n<\/div>\r\n<\/div>\r\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":8,"featured_media":0,"parent":7483,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"pro\/page-templates\/landing-page.php","meta":{"footnotes":""},"class_list":["post-12546","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/12546","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/comments?post=12546"}],"version-history":[{"count":1,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/12546\/revisions"}],"predecessor-version":[{"id":12547,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/12546\/revisions\/12547"}],"up":[{"embeddable":true,"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/pages\/7483"}],"wp:attachment":[{"href":"https:\/\/www.insitusales.com\/en\/wp-json\/wp\/v2\/media?parent=12546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}