GershonCRM.com

Smart Pipeline Management

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Auto-refreshes every Monday at 8:00 AM | *Due dates tracked for: Proposal Sent, Nurtering, Negotiating, Closing

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Google Sheets Integration

Pull live data directly into your spreadsheets

How to Use

Use the IMPORTDATA() function in Google Sheets to import live data from your pipeline. The data updates automatically when you refresh your sheet.

Tip: Copy the formulas below and paste them directly into your Google Sheets cells.

General Metrics

Total Boxes

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/total")

Boxes with Due Dates

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/duedate/count")

By Stage (Active Stages)

Closing

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/stage/Closing/count")

Negotiating

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/stage/Negotiating/count")

Nurtering

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/stage/Nurtering/count")

Proposal Sent

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/stage/Proposal Sent/count")

By Priority

High Priority

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/priority/high/count")

Medium Priority

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/priority/medium/count")

Low Priority

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/priority/low/count")

By Country

France

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/country/France/count")

USA

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/country/USA/count")

Canada

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/country/Canada/count")

By Freshness (Activity Level)

High Activity (>0.5)

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/freshness/high/count")

Medium Activity (0.2-0.5)

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/freshness/medium/count")

Low Activity (<0.2)

=IMPORTDATA("https://3000-il5jzglpjys72p786w735-c81df28e.sandbox.novita.ai/api/sheets/freshness/low/count")

Advanced Tips

  • • The "By Stage" section shows the 4 key active stages where due dates matter
  • • You can also query other stages (e.g., "Contacted", "Pitched", "Scheduled", "Lead") by replacing the stage name in the URL
  • • Use these formulas in your weekly reports for automatic data updates
  • • Combine with Google Sheets charts for custom visualizations
  • • Data refreshes automatically when you reopen or refresh your Google Sheet