Every Monday and Thursday we have a strategic meeting surrounding one of our KPIs. Using one feature of Sheetgo and some creativity we’ve reduced the preparation time for this meeting from an hour or so, down to five minutes.
What we did was boil down our calculations to something we call a “summary tab” like this:
Where column A uses the =TODAY() formula and column G uses this formula to generate the quarter `=CONCATENATE(“Q”,ROUNDUP(MONTH(A2)/3,0),“-”,YEAR(A2))`. The columns inbetween have various spreadsheet formulas to generate the final metric.
Then using Sheetgo I create a simple connection. Going from this tab into a fresh tab, however, when I select the destination I make sure to toggle on the “append” feature. What this will do is with every time the workflow runs, paste the new data below previous entries. So if I set the workflow to run each day or week, the end result will look something like this.
Now the only thing I need to do is open a new tab, name it “dashboard” and generate the graphs from this tab. I can even use the “aggregate” function Google Sheets to create a graph by month.
Voila! Next time the only thing I need to do before my meeting is open the spreadsheet and interpret the data!
