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Freshsales to Looker Studio
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Export Freshsales to Looker Studio

Create compelling visual stories from your sales data with interactive dashboards and dynamic reporting. Connect Freshsales to Looker Studio using Coupler.io and transform CRM metrics into engaging visualizations that drive understanding and action.

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What data you can export from Freshsales

  • Won deals
    Successful transaction data with closure details and revenue metrics for achievement visualization and performance trend analysis in compelling dashboard formats.
  • Lost deals
    Failed opportunity records with loss analysis and competitive insights for improvement opportunity visualization and market positioning dashboard development.
  • Open deals
    Active pipeline data with progression stages and probability indicators for real-time pipeline health visualization and forecasting dashboard creation.
  • Contacts
    Individual relationship records with engagement tracking and communication history for customer interaction visualization and relationship mapping dashboards.
  • Accounts
    Company profiles with revenue potential and relationship status for account portfolio visualization and territory management dashboard development.
  • Open tasks
    Active sales activities with priority assignments and deadline tracking for workload visualization and productivity monitoring in team performance dashboards.
  • Completed tasks
    Historical activity records with outcome measurement for productivity trend visualization and process effectiveness analysis in performance dashboards.
  • Upcoming appointments
    Scheduled customer meetings with preparation status and opportunity linkage for calendar visualization and meeting pipeline analysis in activity dashboards.

... and many more

All-in-one tool for Freshsales data exports and analytics

Blend sales pipeline data, customer records, and deal progression from Freshsales with marketing metrics, customer success data, and financial information to create comprehensive visual narratives in Looker Studio.

Collect data from Freshsales and enrich it with information from other sources image

Format CRM data for optimal visualization performance in Looker Studio, with structured dimensions and metrics that enable interactive filtering, dynamic drilling, and responsive dashboard functionality.

Organize raw Freshsales data in the form of a ready-to-use data set image

Maintain up-to-date visualizations with automated data synchronization from monthly to 15-minute frequencies. Ensure your sales dashboards and visual reports always display the latest pipeline status and customer interactions.

Automate data refresh on a custom schedule image

Enhance visual insights with Coupler.io AI integrations. Connect your sales visualization data to AI tools for deeper analysis and narrative explanation of the trends shown in your Looker Studio reports.

Connect Freshsales data to AI to query and analyze data using natural language conversations image
Collect data from Freshsales and enrich it with information from other sources image
Organize raw Freshsales data in the form of a ready-to-use data set image
Automate data refresh on a custom schedule image
Connect Freshsales data to AI to query and analyze data using natural language conversations image

Why export Freshsales to Looker Studio - real life cases

Executive sales dashboard creation icon

Executive sales dashboard creation

Transform complex Freshsales pipeline data into executive-friendly visual dashboards showing key performance indicators, revenue trends, and territory comparisons. Create interactive visualizations that allow leadership to drill down from high-level metrics into detailed deal analysis and team performance insights.
Sales team performance visualization and motivation icon

Sales team performance visualization and motivation

Build engaging team dashboards that showcase individual and group achievements using won deals and task completion data. Create gamified visualizations with leaderboards, progress tracking, and goal achievement metrics that motivate sales teams while providing managers with clear performance insights.
Customer journey mapping and relationship visualization icon

Customer journey mapping and relationship visualization

Combine contact interactions, appointment history, and deal progression data to create visual customer journey maps. Develop interactive relationship timelines that show engagement patterns, touchpoint effectiveness, and opportunities for relationship deepening across your customer base.
Pipeline health monitoring and forecasting visualization icon

Pipeline health monitoring and forecasting visualization

Create dynamic pipeline visualizations that combine open deals with historical conversion patterns and seasonal trends. Build interactive forecasting dashboards that allow sales managers to adjust assumptions and immediately see the impact on revenue projections and resource requirements.

How to export Freshsales to Looker Studio

Step 1. Connect to your Freshsales account and select the data to export
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Step 2. Organize data using transformation options such as filters, column management, aggregation, etc.
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Step 3. Authorize the Looker Studio connector and create a data source with your Freshsales data
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Step 4. Schedule data refresh to automate data flow from Freshsales to Looker Studio
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Automate data exports with the no-code Freshsales Looker Studio integration

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Quick start with dashboard templates

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Multi-channel ad creatives performance dashboard
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Talk to AI about your Freshsales data

Looker Studio creates powerful visual stories from your sales data, but what if those visualizations could also explain themselves? Coupler.io AI integrations provide intelligent interpretation of your visual dashboards. Ask questions about trends, patterns, and insights directly related to what you see in your charts and graphs.

Examples of questions you can ask about Freshsales data:
  • "Explain the patterns in our quarterly sales performance visualization and suggest improvements"
  • "What story do our customer engagement visualizations tell about relationship quality?"
  • "How should we optimize our pipeline visualization to better predict quarterly outcomes?"
  • "Which visual metrics in our team dashboard indicate the need for additional training or support?"
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Keep your data safe

Coupler.io safeguards your shared information and data transfers from breaches, leaks, and unauthorized disclosures.

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