Step 2: The dashboard data

• Open this spreadsheet

• Make a copy of the spreadsheet (File -> Make a copy)

• Rename the new spreadsheet to "Prospect Pipeline"

• Star the new spreadsheet (you can close the template spreadsheet you made a copy of)

• In the new spreadsheet, click on Extensions -> Visata for Rent Manager -> Open sidebar (not seeing this option?)

• Create a new query

  • Name: "Prospects"

  • Entity: Prospects

  • Sheet: Prospects

  • Headers: Default

  • Refresh: Daily, 2 AM to 3 AM

  • Columns:

    • Open the Prospects sheet and notice the orange columns. Now add exactly the same columns in the sidebar (ignore the blue columns).

• Click Save

• Click Run query

• Exit out of the saved query by clicking the back button

• Create a new query

  • Name: "Prospect system history notes"

  • Entity: History System Notes

  • Sheet: Status History

  • Headers: Default

  • Refresh: Daily, 2 AM to 3 AM

  • Columns:

    • Open the Status History sheet and notice the orange columns. Now add exactly the same columns in the sidebar (ignore the blue columns).

    • Add a filter to Parent Type to be equal to "Tenant"

    • Add a filter to the Note column to contain "Changed prospect status to ". It should look like this:

• Click Save

• Click Run query

• Create a third query

  • Name: "Leases"

  • Entity: Lease Renewals (not "Leases", "Lease Renewals"!)

  • Sheet: Leases

  • Headers: Default

  • Refresh: Daily, 2 AM to 3 AM

  • Columns:

    • Open the Leases sheet and notice the orange columns. Now add exactly the same columns in the sidebar.

• Click Save

• Click Run query

• Create a fourth query (last one!)

  • Name: "Stages"

  • Entity: Prospect Stages

  • Sheet: Stages

  • Headers: Default

  • Refresh: Daily, 2 AM to 3 AM

  • Columns:

    • Open the Stages sheet and notice the orange columns. Now add exactly the same columns in the sidebar.

• Click Save

• Click Run query

Save as data sources

• Open this link

• Click the copy button:

• Click Copy Data Source

• Close the tab with the template data source you copied

• Click STARRED

• Choose the spreadsheet we just created (Prospect Pipeline)

• Choose the Prospects worksheet

• Leave the options as is

• Click Reconnect

• Click Apply

• In the top left corner, rename the data source to take out "Copy of [TEMPLATE] "

• Open this link (second data source template)

• Click the copy button

• Click Copy Data Source

• Close the tab with the template data source you copied

• Click STARRED

• Choose the spreadsheet we just created (Prospect Pipeline)

• Choose the Events worksheet

• Leave the options as is

• Click Reconnect

• Click Apply

• In the top left corner, rename the data source to take out "Copy of [TEMPLATE] "

• Open this link (third data source template)

• Click the copy button

• Click Copy Data Source

• Close the tab with the template data source you copied

• Click STARRED

• Choose the spreadsheet we just created (Prospect Pipeline)

• Choose the Filtered Stage Combinations worksheet

• Leave the options as is

• Click Reconnect

• Click Apply

• In the top left corner, rename the data source to take out "Copy of [TEMPLATE] "

Time for Step 3! Open the link below before continuing on:

https://lookerstudio.google.com/reporting/3a9693ab-d4e8-4cad-bd53-568336c9531d/page/p_3dq3vvmuqd