infinite-logo

Financial Reporting System via Kommo CRM and Google Sheets Integration

•CRM

•0

blank

blank

Industry: IT, Digital Agency

Project goal: Set up an automated system for exporting data from Kommo CRM into Google Sheets and build financial reports based on real deals.

What was done:

Implemented automatic deal data exports from Kommo CRM into Google Sheets.
Developed a financial reporting system with key indicators and transaction analysis.

Achievements:

Created financial reports of different levels of complexity to match the agency’s needs.
Allowed for fast creation of new reports using data from Kommo CRM exports.
Ensured all reports are current, with regular automatic data updates from Kommo CRM.