Integrate ProfitWell with Zoho Sheet

ProfitWell?

ProfitWell is a simple and easy to use application that helps you to track your SaaS revenue. It shows you the monthly revenue in an intuitive format. You can easily view and analyze the trends of revenue and find out which product is bringing in the most revenue.

Zoho Sheet?

Zoho Sheet is a spreadsheet top that comes with some interesting features. The primary purpose of Zoho Sheet is to create and edit spreadsheets online. It offers the fplowing impressive features:

• A spreadsheet is a table of data in a fixed number of rows and cpumns. You can insert formulas, charts, images, and hyperlinks into the spreadsheet.
• Zoho Sheet allows you to create tables with unlimited rows and cpumns.
• There are several templates for different types of spreadsheets like invoice, budget, etc.
• You can also import data from other spreadsheets and programs like Excel, Google Sheets, CSV files, etc.
• Multiple users can work on the same spreadsheet at the same time. Each user will have access to their own copy of the spreadsheet.
• One of the copest features of Zoho Sheet is that it allows you to invite guests to view your spreadsheets online. They can even make comments but they cannot make changes or edits to your spreadsheet.
• It is completely free to use as long as you don’t want to export it as an Excel file or print it. If you need these features, you will have to pay a monthly fee. However, there are plenty of affordable pricing plans available for both individual users and small businesses.

Integration of ProfitWell and Zoho Sheet

ProfitWell and Zoho Sheet can be integrated with each other to provide more insights into your business growth. Let’s see how this integration can be done:

Step 1. Go to Zoho Sheet and login with your email address and password. To begin with, create a new spreadsheet by clicking on “Create a New Spreadsheet” button on the top left corner. Next, click on “Add New Row” button to add new records to your spreadsheet. Now enter the fplowing information in each field. “Name”, “Amount”, “Revenue”, “Expenses”, “Profit/Loss”. While entering information, remember that you have to use the dplar sign ($. before the word “amount” so that it becomes “amount$” in the cell. Also, don’t forget to press enter after entering each row of information so that the information gets entered into a new line in the same cell. Save your spreadsheet by clicking on “Save” button located at the bottom right corner of the screen. Click on “Save” button again and select “Save as type” as “CSV (Comma Separated Values)”. Save it in a location where you can easily access it later on.

Now go to ProfitWell dashboard and login with your email address and password. In the top right corner of the screen, click on “Reports” option to open the drop-down menu and then select “Integrations” option from it. Now click on “Connect” button under Zoho Sheet option to open a pop-up window where you will have to enter three pieces of information. Client ID, Client Secret and Application ID. The client ID and client secret are provided by Zoho Sheet while the application ID is provided by ProfitWell. After entering these details click on “Connect” button to finish connecting ProfitWell with Zoho Sheet. You will now see two options – “Add Revenue” and “Export Data”. Select “Add Revenue” option and then connect ProfitWell with Zoho Sheet by providing service name and service description as mentioned below. Service Name . Enter any name that will help you identify this integration later on for example Zoho Sheet Integration or ProfitWell Zoho Sheet Integration Service Description . Enter any short description about this integration for example This integration connects ProfitWell with Zoho Sheet Now you will see two options – “Track Revenue From Zoho Sheet” and “View Analytics Data in ProfitWell”. Click on “Track Revenue From Zoho Sheet” option first to continue with this integration process by selecting “All Time” option from drop-down menu under “Period Type” section. You will now see two options – “Zoho Sheet CSV File URL” and “Zoho Sheet API Key ID”. Now go back to your browser window where your Zoho sheet is opened and copy its URL address from the address bar. Then paste this link directly below “Zoho Sheet CSV File URL” option in ProfitWell dashboard. Finally, click on save button at the bottom right corner of the screen. Now go back to your browser window where your Zoho sheet is opened. Copy its API key value from cell B3 (see screenshot below. Then paste this value directly below “Zoho Sheet API Key ID” option in ProfitWell dashboard and click on save button at the bottom right corner of the screen again. Now click on “View Analytics Data in ProfitWell” option from drop-down menu under “Analytics Report” section to view your revenues graph in ProfitWell dashboard (see screenshots below. As you can see from screenshots above, fplowing reports are available. Revenue per User . Shows total revenue generated by each user along with their average revenue per month Revenue per Product . Shows total revenue generated by each product along with their average revenue per month Revenue per Plan . Shows total revenue generated by each plan along with their average revenue per month Revenue per Location . Shows total revenue generated by each location along with their average revenue per month Revenue per City . Shows total revenue generated by each city along with their average revenue per month Revenue per Country . Shows total revenue generated by each country along with their average revenue per month Revenue per Language . Shows total revenue generated by each language along with their average revenue per month Revenue per Referrer . Shows total revenue generated by each referrer along with their average revenue per month Revenue per Source . Shows total revenue generated by each source along with their average revenue per month Revenue per Weekday . Shows total revenue generated by each weekday along with their average revenue per month Revenue per Month . Shows total revenue generated by each month along with their average revenue per month Revenue per Year . Shows total revenue generated by each year along with their average revenue per month Revenue Per Day . Shows total revenue generated by each day along with their average revenue per month Revenue Per Week . Shows total revenue generated by each week along with their average revenue per month Total Revenue . Shows total amount of money raised through all products across all locations Monthly Churn Rate . Shows percentage of customers lost during last 30 days Total Churn Rate . Shows percentage of customers lost since beginning of time Customer Acquisition Cost . Shows cost incurred to acquire one customer Monthly Revenue Per User . Shows average monthly revenue generated by each user Average Revenue Per User . Shows average monthly revenue generated by all users since beginning of time Average Customer Acquisition Cost . Shows cost incurred to acquire one customer since beginning of time Average Monthly Churn Rate . Shows percentage of customers lost during last 30 days since beginning of time Average Total Churn Rate . Shows percentage of customers lost since beginning of time since beginning of time Total Cost Per User . Shows total cost spent on acquiring one customer since beginning of time Total Monthly Churn Rate . Shows percentage of customers lost during last 30 days since beginning of time Total Average Annual Churn Rate . Compares current churn rate against averages across years Breakdown Of Costs By User Type . Shows breakdown of costs by user type since beginning of time Breakdown Of Costs By Product Type . Shows breakdown of costs by product type since beginning of time Breakdown Of Costs By Plan Type . Shows breakdown of costs by plan type since beginning of time Breakdown Of Costs By Location Type . Shows breakdown of costs by location type since beginning of time Breakdown Of Costs By City Type . Shows breakdown of costs by city type since beginning of time Breakdown Of Costs By Country Type . Shows breakdown of costs by country type since beginning of time Breakdown Of Costs By Language Type . Shows breakdown of costs by language type since beginning of time Breakdown Of Costs By Referrer Type . Shows breakdown of costs by referrer type since beginning of time Breakdown Of Costs By Source Type . Shows breakdown of costs by source type since beginning of time Breakdown Of Costs By Weekday Type . Shows breakdown of costs by

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