Overview of Socket Insights
Introducing Socket Insights, the Google Sheets add-on designed to seamlessly integrate your proposal and client information from Socket into Google Sheets to unlock deeper insights, automate reporting, and streamline your workflows.
With Socket Insights, you'll save time, boost efficiency, and make data-driven decisions with ease.
Key Features
Effortless Integration
Sync all your proposal data directly from Socket into Google Sheets.
Powerful Automation
Automatically generate actionable reports at the click of a button.
Pre-Built Reports
Access a library of customisable templates to analyse your data effectively.
Scalable Performance
Keep all your reporting in sync, no more manually updating those reports.
Custom Insights
Drill down into client details, pricing structures, and service usage for better decision-making.
How Socket Insights Streamlines Your Workflows
Data Made Accessible: Democratise your data with a tool that brings all your essential business insights into one place.
Save Time with Automation: Eliminate repetitive tasks by automating your reporting process.
Actionable Insights: Identify upsell opportunities, monitor service volumes, and uncover trends with ready-to-use reports.
Collaboration Made Simple: Share and analyze reports with your team directly in Google Sheets.
How You Might Use Socket Insights
Uncover Opportunities to Grow Revenue
Use the Client Service Matrix to visualise which services each client is purchasing. Spot gaps in their current packages and identify upsell opportunities to offer additional value.
Monitor Performance Across Service Lines
Generate a Service Line Performance report to track total client fees for each service. Compare actual usage metrics—like employee count or number of transactions—against proposal benchmarks.
With Socket Insights, these workflows not only save you time but also empower you to make smarter, data-driven decisions for your business.
Getting Started is Easy
Install the Add-On: Download Socket Insights from the Google Workspace Marketplace or click here > Socket Insights
Connect Your Data: Add your Socket API key to securely link your account with Google Sheets.
Set Your Parameters: Select the desired reporting period and template.
Generate Reports Instantly: Click refresh and watch your data come to life!
Why Choose Socket Insights?
At Socket, we believe in data democratisation—making your data not just accessible but actionable. After working closely with our customers to build tailored reports via the Socket API, we're proud to introduce this powerful, user-friendly tool to make your reporting seamless and impactful.
Let us know what additional reports you’d like to see, and help shape the future of this tool!
Ready to simplify your workflows and unlock powerful insights?
Links to Key Documents
Link to Terms and Conditions and Privacy Policy
Google Disclosure
Socket Insights use and transfer of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements.