From the course: Business Analytics: Sales Data
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Set up a repeatable reporting infrastructure
From the course: Business Analytics: Sales Data
Set up a repeatable reporting infrastructure
- [Host] Are you still spending time every week or month manually updating your sales reports? What if your dashboard could update itself? In this lesson, you'll discover how to automate your sales reporting in Looker Studio so your data stays fresh and reliable without the repetitive work. If you're using live data sources such as Google Ads or Google Analytics 4, then you don't need to do this because they auto update. But for the extracted data sources such as Google Sheets, you can schedule data refresh. Here's an example of a Looker Studio sales and marketing dashboard. To set up automated sales reports from your Looker Studio dashboard, click resource and then click managed added sources. Now click on the pencil icon next to one of your data sources. I'll choose the Edit Monthly Revenue Report, Google Sheet Data Source option in this example. Now click on Data Freshness from the top. Now you can see the current…
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