You can calculate a metric using 2 different data sources in Grow. Here's how:
How to Do It
First, select your first data source. Make sure your account is connected to Grow, then select your report. Once the data pulls in for your report, press the blue Continue button.
This will bring you to the Edit Metric screen. From here, to add a new report, you'll click on the Add New Report button above your data.
This will show you a page of all of Grow's integrations. Go ahead and select the one you want to use, then connect your account for that data source (if you haven't already).
You can then pull in the report you want from that data source.
And that's it! Configure your metric away.
Example: Salesforce and Google Analytics
For this example, we'll use sample Salesforce data and sample Google Analytics data.
We want to compute how many sessions per closed deal. Session info comes from Google Analytics, and Closed Deals comes from Salesforce.
From the Grow dashboard, we click Add Metric, and select Salesforce as the data source. Once we've connected our account, we'll choose a prebuilt metric, Deals Closed by Month. After we've selected it, we press Add to Dashboard.
Once it's on our dashboard, we can click on the Action Menu and select Edit Metric.
This will take us to the Edit Metric page. Once here, we can click Add New Report.
Next, we'll select Google Analytics from the list of data sources and connect our account.
This takes us to the Data Settings page for the new report. For Google Analytics, we have to select the site that we want to track.
After that, we press the Metrics button and select Sessions.
Next, we'll press the Dimensions button and select Month of the Year (ga:yearMonth).
In the date picker, we will set our date for the last year and click Connect.
Google Analytics pulls in 13 months for 1 Year Back, while Salesforce pulls in 12 months, so go to Report 1 (Salesforce) and change the number of months back from 11 to 12 (in the SOQL query). Press Connect.
Go to the Spreadsheet Function Tab and enter '=IMPORTSERIES(report1!B)' to pull in the Salesforce data.
Enter '=IMPORTSERIES(report2!A)' to pull in the Google Analytics data. Notice the Report2.
Enter the formula '=spreadsheet!B1/spreadsheet!A1' to divide Session/Deals Closed
This will give you Sessions Per Closed Deal. Click and drag the blue corner to fill the formula down.
Change the chart type to Single Value, Select the Current Month, name the Metric 'Sessions Per Deal Closed' and hit save.
You now have a metric using 2 different data sources.
If you have any questions, chat in or email email@example.com