Gershon CRM - Client Dashboard

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Tracking 9 Company Pipelines with Streak CRM

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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://client.gershoncrm.com/api/sheets/total")

By Stage (Active Stages)

Closing

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/stage/Closing/count")

Negotiating

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/stage/Negotiating/count")

Nurtering

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/stage/Nurtering/count")

Proposal Sent

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/stage/Proposal Sent/count")

By FIT

High FIT

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/fit/high/count")

Medium FIT

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/fit/medium/count")

Low FIT

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/fit/low/count")

By INTEREST

High INTEREST

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/interest/high/count")

Medium INTEREST

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/interest/medium/count")

Low INTEREST

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/interest/low/count")

Company Lead Tracking (10 Leads/Month Objective)

Current Company:

These formulas are specific to the currently selected company. Switch companies to see different formulas.

Total Leads Formula:

Get total number of leads for

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/mabsilico/total")

Time-Based Tracking Formulas:

📅 Campaign Duration

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/mabsilico/duration/total")

Returns months

🔥 Past Week

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/mabsilico/week/count")

January 2026

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/mabsilico/month/2026-01/count")

December 2025

=IMPORTDATA("https://client.gershoncrm.com/api/sheets/mabsilico/month/2025-12/count")

📋 Formula Patterns:

• Total Leads: /api/sheets/COMPANY/total

• Campaign Duration: /api/sheets/COMPANY/duration/total (months)

• Weekly Leads: /api/sheets/COMPANY/week/count

• Monthly Leads: /api/sheets/COMPANY/month/YYYY-MM/count

• Achievement %: =IMPORTDATA(url)/10*100

💡 Tip: Replace YYYY-MM with any month (e.g., 2026-02, 2025-11) to track different periods.

Advanced Tips

  • • Company Tracking: Use /api/sheets/COMPANY_NAME/total for any company
  • • Monthly Tracking: Use /api/sheets/COMPANY_NAME/month/YYYY-MM/count
  • • Objective: Track progress toward 10 leads/month goal per company
  • • 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