Google Sheets — Prune Docs

Overview

Prune has an integration with Google Sheets to help you automate actual data while modeling. This integration allows you to import numbers as a model input to be used on our Models feature. The input can be used on formulas to track financial and non-financial KPIs or increasing accuracy on your revenue forecasting.

Some use cases for the Google Sheet integration:

Automate your sales pipeline with leads and SQL numbers from your CRM into projected customers. Get more accuracy on your future customers based on your existing number of leads from your marketing efforts.
Track your existing customers and their projected revenue so your actual customer base is always accurate on Prune. You can forecast for new clients on Prune and add it on top of your existing customer base.

Spreadsheet Format

In order to best use the integration, some key points should be taken note of:

You should have separate tabs for actual data vs the metrics you want to import. This will allow your data to be automatically updated on Prune as your database is updated.
For the metrics that need to be imported, you need to create a Named Range (under Data -> Named Range) for each set of data you want to import to Prune. On our sample spreadsheet, we created two named ranges, one for the Existing Customer MRR and another one for Existing Customer Count. You will see a list of the Named Ranges you have created and these will show up on Prune for you to choose after connecting your Google Drive account to Prune.

Tip:

You can use Zapier or other CRM integrations with Google Sheets to automatically populate your Google Sheet so the data will automatically be synced to Prune.

Connect to Google Drive and Create Input

To get started with the Google Sheet integration, you need to connect an existing Google Drive account or use a public Google sheet link. Head to the Models page on Prune and click on the + icon next to Inputs:

Afterwards, you will be prompted to choose between connecting a Google Drive account or inserting a public file link. If your Google Sheet contains company sensitive information, we recommend you to connect to a Google Drive account.

Once you have connected a Google Drive account, you will be able to view all the spreadsheets you have access to and any public sheets you have added. The steps to import the data is:

Select a Google Drive account
Select a Spreadsheet or paste Spreadsheet URL
Select a Range
Select the Range Start Month
Select Create Input

After the input is created, you will see it displayed on the Input column and the data will be on the table when you scroll down the page. This data will be constantly updated to your Google Sheet and can be synced manually.

Sync Button

After your Input is created, it will be displayed on the Input column and a sync button will appear. We have a daily sync to your Google sheet so the data is updated frequently, but this sync button can be used to manually sync your Google Sheet data to Prune immediately.