Heap CRM: Access Report Data From Google Spreadsheets

Tuesday, May 29th, 2012

Accessing the new reports in Heap CRM from Google Spreadsheets is easy! Once you install the script from the gallery (instruction in the knowledge base), you can get pipeline or activity information by using the menu:

Or using a formula, such as:

=Pipeline("value","lead", C9, "John Doe")

More info here >

The “Heap CRM Prospect Search” Google Apps Script

Thursday, April 1st, 2010

Using the Heap CRM Prospect Search Google Apps Script you can retrieve the average expected value, total expected value or number of items of any prospect search. Just like any Google Apps Script, it works right inside you spreadsheet allowing you to work with the menu items or interact with the functions as formulas in the cells. Let's try an example:

There is a user in my account named "Dave". I want to know how many customers Dave created in the last two weeks. So, I select "Number of Items" from the menu and when prompted I type:

type:customer user:Dave customer-after: -2 weeks

In a couple of seconds the selected cell is filled with the number of items. Just like the find and search report system in Heap, you really can do anything under the sun. So, you might want to brush up on the bucket selectors.

But, you can also use the functions as formulas. The following functions are available:

=NumberOfItems(CELL)
=TotalExpectedValue(CELL)
=AverageExpectedValue(CELL)

You can also use these in combination with built in functions. In the spreadsheet below, I use the "CONCATENATE" function to build the search phrase column like so:

=CONCATENATE("category:",A2," type:lead")

Then reference the search phrase column with each of the above functions:

Script install instructions >
Source >

Expanded Torch Financial Functions in Google Spreadsheets

Wednesday, March 31st, 2010

Use the new financial Google Apps Script for Torch Project Management to access an even more expanded data set directly in your Google spreadsheet. This script allow you to:

Time:

  • Total Cost by User (TotalUserCost)
  • Total Cost by Category (TotalCategoryCost)
  • Total Cost by Project (TotalProjectCost)

Expenses:

  • Total Cost by User (ExpenseUserCost)
  • Total Cost by Category (ExpenseCategoryCost)
  • Total Cost by Project (ExpenseProjectCost)

Invoices:

  • Total Balance by State (TotalInvoiceBalance)
  • Total Billed by State (TotalInvoice)
  • Total Balance by Customer (TotalCustomerBalance)
  • Total Billed by Customer (TotalCustomer)
  • Total Balance by Project (TotalProjectBalance)
  • Total Billed by Project (TotalProject)

These functions can be accessed from the menu, or, if you want, you can access them directly by typing something like "=FunctionName(CELL)" (functions provided in the "()").

This script works with both the project level webhooks and the all active projects webhook.

Knowledge Base >