Integrations · Google Sheets
Live dashboards and alerts from Google Sheets
Copy the KPI template (it already has a Date column), share it or publish the tab as CSV, and tlly charts each column. Google can take about 5 to 15 minutes to update a published copy after you edit a cell. Refresh re-reads it; it can't make Google publish sooner.
Start from the template
The template has a Date column and example metric columns (Revenue, Signups, Active users, Orders, Pipeline value), one row per day. tlly charts each column you name.
- Make a copy in Google Sheets (the copy is yours).
- Or download the CSV or the Excel file and import it (File → Import).
The live template, for reference: https://docs.google.com/spreadsheets/d/1Ty5X3LkY2unxTNGbkq36qDzuuYxQMsuywaTNyzL_pac/edit. A second tab, “How to use”, repeats these steps.
Let tlly read it
- In your copy, choose Share and set general access to Anyone with the link, role Viewer. Copy the link.
- Or choose File → Share → Publish to web, pick the Metrics tab and Comma-separated values (.csv), and copy that link.
- Paste the link into the AI builder (the chat). There is no paste box on this card. A published CSV looks like https://docs.google.com/spreadsheets/d/e/…/pub?output=csv. A sheet shared as “anyone with the link can view” can use https://docs.google.com/spreadsheets/d/FILE_ID/export?format=csv&gid=TAB_GID (the template’s Metrics tab is gid 1746689811).
Anyone with the published or shared link can read that tab, so publish only numbers you would put on a dashboard. Google can take about 5 to 15 minutes to update a published copy after you edit a cell. Refresh re-reads it and cannot make Google publish sooner. A sheet of current totals with no date column is read as one snapshot dated the day tlly fetches it (the last row wins that day). That is not a sum of the rows. A history needs the Date column.
Templates that work with Google Sheets
- MRR dashboardA live MRR dashboard from the number you already track
- Churn and NRRChurn and net revenue retention, from the number you already track
- Google Sheets KPI alertsTurn the KPI sheet you already keep into a live dashboard with alerts
- Client KPI report for agenciesReplace the monthly client PDF with a live KPI link
- Shopify conversion alertHear when your Shopify conversion drops, before the weekend is lost
- Shopify daily sales dashboardShopify daily revenue, orders and AOV on one live page
- HubSpot pipeline coverPipeline cover against target from HubSpot, every Monday without a slide
- Website traffic drop alertGet told when site traffic or signups fall off a cliff
- Product activation dashboardSignups, activation and retention from the numbers you push or keep in a Sheet