Building Dashboards that Link Back to your ProsperWorks Account

Hi Everyone,

I wanted to share a new dashboard I created that actually links back to filters in ProsperWorks from Google Sheets.  Reporting in Google Sheets is great as it allows you to group by additional data points than the default fields available in the ProsperWorks Reporting section as well as visualize data for other record types like leads!  You can make a copy of this Dashboard, import your own data with our Custom Report Builder, and edit the Queries to visualize your own data.

I am able to link back to filters in ProsperWorks by copying the URL of my ProsperWorks filter then pasting it in the Index sheet of my dashboard.  I then use the below formula to hyperlink the title of my charts as well as sum the count or value of the records it links back to.

=HYPERLINK(Index!A1,"Active Leads by Sales Rep with Avg. Inactive Days: "&SUM('Leads - Query'!B2:B))

I hope this helps you get started with your own custom reporting and please let me know if you have any quesitons about this Dashboard or other ideas you have!




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