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SOP-079

Create Quick and Beautiful Looker Looker Studio Dashboards and Reports

Create powerful reporting dashboards in a few minutes. Monitor the entire sales funnel of a business

Type SOPs · PDF
Execution time 30 minutes
Last updated 25 July 2024
Who does this The person responsible for Reporting or Analytics in your business
Length 9 pages

Goal

To create a Looker Studio dashboard that saves time and stuns agency clients

Ideal outcome

Your Looker Studio dashboard is fast to build, personalized, and reports on useful and actionable data

Why it matters

Reporting (especially when using data from multiple sources) can be a serious time drainer, creating a single report that automatically reports on your most important metrics in a glance can massively increase your productivity

Before you start

You need a Google Account

Key steps 11 steps

What is inside 14 headings

1 Select your template

2 Make a copy of the template and configure it 7

  1. Click on the top-right icon “Make a copy” to make a copy of this template in your Google account:
  2. Assign the right Data Sources to your new report by clicking in the dropdown:
  3. Click “Create New Data Source”:
  4. Select the Google Analytics connector:
  5. Go ahead and Authorize the Google Analytics Connecter
  6. After you have selected the GA connector, select the Google Analytics Property that you want to populate the data from and click "Connect".
  7. Click “Copy Report”:

3 Customize and personalize your report (optional) 4

  1. Rename your report:
  2. Personalize it (with your logo for instance):
  3. Customize it (delete widgets you don’t need, add widgets you need):
  4. Configure it to be sent through email to a list of contacts at a specified frequency:

The document 9 pages

The file is locked

It comes with 2 DAY GEN AI ENGINEERING MASTERMIND, or with the full library.

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