SQL: build a flexible sales report

Build a flexible dashboard with your number of sales and revenue per month and country (or any other relevant dimension).‍

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HubSpot
SQL
Airtable
Salesforce
Pipedrive
Intercom
Stripe

The process

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Build a flexible sales report with your SQL data

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What do I get out of it?

‍Visualize at one glance how your sales are evolving and get everybody on the same page.

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How does it work?

Let's assume that your database includes a table calledBookings with the properties booking_date and country.

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  1. Import your Bookings table from your database in an Actiondesk sheet called "Bookings".
  2. Add a calculated column called "Month" to return the month with the format "YYYY_MM" using the formula =YEAR(#booking_date)&"_"&MONTH(#booking_date)
  3. Then, right click on the column "country", click on "Copy Unique values", and paste the unique list of countries in the cell B3 in another sheet.
  4. As columns in C2, C3, C4, ... write the months you want the data for with the format "YYYY_MM"
  5. Then, write a formula to compute the number of bookings per month per country: =COUNTIFS(Bookings!#Month, C$2, Bookings!#Country, $B1)
Build a flexible sales report with your SQL data

‍

What do I get out of it?

‍Visualize at one glance how your sales are evolving and get everybody on the same page.

‍

How does it work?

Let's assume that your database includes a table calledBookings with the properties booking_date and country.

‍

  1. Import your Bookings table from your database in an Actiondesk sheet called "Bookings".
  2. Add a calculated column called "Month" to return the month with the format "YYYY_MM" using the formula =YEAR(#booking_date)&"_"&MONTH(#booking_date)
  3. Then, right click on the column "country", click on "Copy Unique values", and paste the unique list of countries in the cell B3 in another sheet.
  4. As columns in C2, C3, C4, ... write the months you want the data for with the format "YYYY_MM"
  5. Then, write a formula to compute the number of bookings per month per country: =COUNTIFS(Bookings!#Month, C$2, Bookings!#Country, $B1)
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The Advantages

Key Benefits

Eliminate the need for expensive third-party connectors and laborious copy-pasting.

Seamlessly import, organize, filter, and manipulate your SQL data. Analyze it alongside data from other sources, and build custom SQL dashboards and reports.

View and organize your SQL data within a familiar spreadsheet interface.

Seamlessly import, organize, filter, and manipulate your SQL data. Analyze it alongside data from other sources, and build custom SQL dashboards and reports.

Feel confident in knowing that your data is always accurate and up-to-date.

Thanks to real-time cloud-based updates, any changes to your data made from within SQL are automatically reflected in your Actiondesk spreadsheet.

Save time to analyze your data and make better decisions for your business
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Our Use Cases

SQL: track the usage of a new feature

Track the usage of a new feature after it was released.

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SQL: build a flexible sales report

Build a flexible dashboard with your number of sales and revenue per month and country (or any other relevant dimension).‍

Create this report with my data →

SQL: count the number of daily active users

Calculate the number of daily active users (DAU) on any specific day.

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SQL: list your customers and key metrics

Easily visualize your customers in Actiondesk, filter them and calculate key metrics.

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SQL: get a bird's-eye view of a customer's usage of your product

Get a breakdown of your customer's activity on your product.

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SQL: identify late orders

Have a constantly updated list of late orders and collaborate with your team to fix these issues.

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SQL: list, explore and filter any SQL database data without SQL knowledge

Let your teams access your raw SQL data with an interface they already know and like. No SQL needed.

Create this report with my data →
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