Starting from scratchCreate a new template from a template
With the latest ViewMetrics update, you can now create templates in Google Slides and Google sheets, and use them directly within the ViewMetrics Web Application.
To create templates in ViewMetrics, you first need to get a few things installed.
Make sure you've installed our Google Workspace add-on
Next you'll want to make sure you've connected your Google Drive account to ViewMetrics as a destination. This allowsPopularHow to Connect a Data Source
It's easy to connect a new data source to your ViewMetrics account. Watch the video below to see how!PopularConnecting your first data sourceVisualizing your data in ViewMetrics
ViewMetrics makes it easy to keep track of all your marketing and sales data. With the ViewMetrics platform, you can see how all of your accounts are performing in our web dashboards, or directly inside your Google Workspace account.
This guide will walk you through connecting your first data source and accessing the data inside ViewMetrics and Google Workspace.
The first thing you need to do after creating an account on ViewMetrics is to connect a data source. A data source is justSome readersConnecting your Google Drive account
If you want to be able to create reports and templates with ViewMetrics, you need to first connect a destination. In ViewMetrics, a destination is a folder you select from your Google Drive account. To be able to connect a destination to ViewMetrics, you need to first connect your Google Drive account.
Connecting your Google Drive account
(https://downloads.intercomcdn.com/i/o/Some readersWhy are embedded charts better than screenshots?
Embedded charts is a feature that lets you create charts from your connected data sources and use them in third-party platforms that supported embedded content.
You would use the embedded chart feature if you wanted to:
View your data inside platforms such as NoFew readers"What's a workspace?"
With ViewMetrics, if you're on the Pro plan or Team plan, you can create workspaces to manage your different clients.
"What's a workspace?"
Some people call them "client profiles" "sub-accounts" or "multiple profiles", we simply refer to them as workspaces. A workspace in ViewMetrics is a grouping of data sources that are associated with each other.
For example, if you run a marketing agency, you might create a different workspace for each of your clients. That way when you're lookinFew readers