Transform your data chaos into a streamlined, real-time financial overview!

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Ever wished you had a magic wand to make sense of your financial data? 🚀 This guide will show you how to build a powerful, high-ROI finance dashboard that can do just that.

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Hey everyone, I'm going to walk you through creating an extremely simple yet highly effective finance dashboard using Make.com, Google Sheets, and Looker Studio. This dashboard has made a massive difference for the companies I work with, selling from $3,000 to $110,000 depending on the client's budget and needs. If this sounds like something you want to learn, stay tuned and let's dive in!

The Plan

We’re breaking this down into three parts:

1. Database Structure: Setting up Google Sheets for data collection.

2. Automation: Using Make.com to automate data entry.

3. Dashboard Creation: Building the actual dashboard in Looker Studio.

Let's get started!

Step 1: Database Structure in Google Sheets

First, we need to structure our Google Sheet to collect the necessary data. Here's a simple setup:

• Meetings Booked: Date added, client email, date booked.

• Proposals Sent: Date added, proposal description, client email.

• Deals Closed: Date added, description, contracted revenue, cash collected, client email, product ID.

Example:

Step 2: Automate Data Entry with Make.com

Now, let's automate the data entry process. We'll set up scenarios in Make.com to handle this.

Meetings Booked

1. Create a Webhook in Make.com: Set it up to capture booking events from your calendar platform (e.g., Cal.com).

2. Link to Google Sheets: Whenever a new meeting is booked, a new row is added to the 'Meetings Booked' sheet.

Proposals Sent

1. Create a Form: Use Typeform to log proposal submissions.

2. Automation in Make.com: Capture form submissions and add them to the 'Proposals Sent' sheet.

Deals Closed

1. Log Sales: Use another Typeform or directly capture data from your payment processor (e.g., Stripe).

2. Update Google Sheets: Add the data to the 'Deals Closed' sheet.

Step 3: Building the Dashboard in Looker Studio

With data flowing into Google Sheets, it's time to visualize it in Looker Studio.

Connect Google Sheets

1. Create a New Report: Use a blank report or a template for a head start.

2. Add Data Sources: Connect your Google Sheets to Looker Studio.

Visualization

1. Meetings Booked, Proposals Sent, Deals Closed: Use scorecards to show counts.

2. Revenue and Cash Collected: Display sums using scorecards.

3. Trends Over Time: Use time series charts to visualize revenue and cash flow.

Example Dashboard Layout

1. Absolute Metrics:

   • Meetings Booked

   • Proposals Sent

   • Deals Closed

   • Revenue

   • Cash Collected

2. Relative Metrics:

   • Proposal to Meeting Percentage

   • Deal to Proposal Percentage

   • Average Meeting Value

   • Average Proposal Value

Finishing Touches

Add style and polish to make your dashboard not just functional but also visually appealing. Customize the theme, adjust colors, and make sure the data is easy to interpret.

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Conclusion

By following these steps, you can create a powerful finance dashboard that provides real-time insights into your business. This isn't just about data; it's about transforming information into action. 📈

"The secret of success is to do the common thing uncommonly well." – John D. Rockefeller

Got questions or feedback? Drop a comment below! If you found this guide helpful, give it a like and subscribe for more tips and tricks. Thanks for reading, and happy automating! 😊