With Dealfront's Google Looker Studio integration (formerly Google Data Studio or 'GDS') you can visualise Dealfront's data easily. You can read more about the reporting options here.
In order to set up the Looker Studio integration you will need to enable it first in your Dealfront account settings. The next step will be to enable a Dealfront API key in your personal settings, you will need it later on when setting up the Google connection (more information on STEP 4).
Here's how to get started:
STEP 1: Navigate to your Account Settings > Integrations > Overview. Select Looker Studio from under the Reporting heading.
STEP 2: Switch the Enable Looker Studio integration toggle to the on position.
Please note: Alternatively you can search for the Dealfront connector from the Looker Studio gallery and click Create Data Source, or just use this link.
STEP 3: When accessing the connector, first click on Authorize to follow Google's authentication flow.
STEP 4: In the next step you are required to fill in your Dealfront API key.
The API key can be found in your Dealfront personal settings by accessing https://app.dealfront.com/l/settings/personal/api-tokens while logged in to Dealfront. Copy the API key there and click on Submit.
STEP 5: Now you get to choose which data to include.
Under Dealfront account select the account you want to access. These are the ones that your Dealfront user has access to via the API key.
Dealfront Custom feed id is optional but highly recommended. By having a custom feed specified, this captures only companies relevant to your criteria. By doing this you'll already have a more targeted data set to play with in Looker Studio. Click on Edit on your custom feed to get access to the feed's id. Here are more instructions for how to find your custom feed's id.
If you want to leverage a sample report to get inspiration what to use the data for, enable Use report template for new reports
Please note: If you are having issues selecting the Dealfront website, please try going to https://lookerstudio.google.com/u/0/datasources/create, clicking the three dots and selecting Revoke access on the Dealfront connector menu. Also, if you're having issues, please check you have logged in to Looker Studio with the correct user account.
STEP 6: After filling out the parameters, click on Connect. You'll be taken to a view where the connector's parameters are shown. Click on Create report on that stage to be able to plug the data into a new report.
Please note: After you've added a connector to a new report, it'll be also available in your Data Source in whatever Looker Studio reports you have edit rights to.
STEP 7: Start creating the report. In case you encounter errors, please make sure you completed steps 1 and 2 of this article to enable the Connector add-on for Dealfront.
Please note: If you get an error "Unknown data source", please click Edit data source, then Edit connection and reconnect it. You can read more about this on Google's support thread here.
The following fields are available in Looker Studio:
Leads
Visits
Pageviews
Lead ID
Lead name
Lead Industry
Lead Country
Lead City
Lead Region
Lead website URL
Visit ID
Visit Started Date
URL
Time on Page
Source
Medium
Campaign
Keyword
Company business ID
Employee count
Email of User assigned to Lead
Lead sent to an email
List of Lead tags comma separated
CRM Lead ID
CRM organization ID
Link to lead within Leadfeeder app
Revenue (Value)
Revenue (Currency)
Quality
Dealfront Visitor ID
Google Analytics clientID
Please note: Looker Studio and the Dealfront Connector currently only support up to 100 visits for each individual lead. If your data set is much larger, remember that this is a sampling.
Troubleshooting: Looker Studio shows the Dealfront API token as invalid or you experience any similar connection errors
If you experience this problem or similar, please first try revoking access to the data source. You can find it here:
Then connect Looker Studio again as described above.
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Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at support@dealfront.com.
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