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Leverage Your CRM Data by Using Copper's New Custom Report Builder

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Author photo: Copper Staff

Copper Staff

Contributors from members of the Copper team

The most valuable thing in your CRM is your data. That data can be used to drive and inform actions and decisions across your business. Unlike other CRMs, Copper ensures that your data is complete and up-to-date via automatic “Zero Input” systems. Today, Copper is releasing a new tool that gives you even greater access and ability to leverage that data: the Copper Custom Report Builder.

The concept behind the Custom Report Builder is simple: Export any data set from Copper directly to Google Sheets to create any report or dashboard that you need to manage your business. (And if you need some help leaving Excel, here are some pointers.)

Google Sheets CRM Report Builder

If you haven't used Google Sheets before, you're missing out on a simple spreadsheet editor that allows you and your team to create charts, graphs, and reports collaboratively on your desktop or mobile device. With the addition of the Custom Report Builder, Google Sheets charts and graphs can be updated with the latest data from Copper with just one click. Set up a report once and never have to spend time copy-and-pasting new data or updating columns and rows.

Let’s look at a common use case for the Custom Report Builder: a sales performance dashboard. Just setup the Custom Report Builder to import your Copper data. Then click refresh whenever you want the latest results. To make it even easier, we built this report for you. Click here to get access to our “Company Performance Dashboard” template with step-by-step instructions.


Google Sheets Company Dashboard

Use Copper to Build Your Custom Reports and Dashboards

Ready to get started with the Custom Report Builder? If you joined Copper before today, click here to install, and if you're new to Copper, it comes automatically installed! Internally at Copper, we created a new Custom Report to track our daily sales numbers; what kinds of reports are you going to create?

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