Connecting Close CRM to Looker Studio lets you turn raw platform data into a live, automated dashboard your whole team can access. This guide covers the complete setup process, the best metrics to track, and real dashboard examples you can copy.
Why Connect Close CRM to Looker Studio?
Most businesses that use Close CRM waste hours every week exporting CSVs, pasting data into spreadsheets, and manually building the same report. Connecting Close CRM to Looker Studio eliminates all of that — your data updates automatically, your team sees it in real time, and you never rebuild the same report again.
- Track Close CRM campaign performance alongside other marketing channels in a single unified view
- Automate your Close CRM reporting so stakeholders get daily updates without manual work
- Blend Close CRM data with CRM, revenue, or web analytics data for full-funnel reporting
- Build a Close CRM dashboard your whole team can access without needing platform access
How to Connect Close CRM to Looker Studio
Open Looker Studio and Create a New Report
Go to lookerstudio.google.com, click Create → Report, and then click Add data.
Find the Close CRM Connector
Search for "Close CRM" in the data connector panel. You may need to use a community connector if Close CRM is not listed natively — search the connector gallery at datastudio.google.com/data.
Authorize the Connection
Click Authorize and sign in to your Close CRM account. Grant the required permissions. Select the specific account, property, or dataset you want to pull data from.
Add Your First Charts
Once connected, drag dimensions and metrics from the data panel into your report. Start with a time-series chart showing your core Close CRM metric over the last 30 days.
Add Filters and Controls
Add a date range control and at least one dimension filter so viewers can drill into specific segments. This turns a static chart into an interactive report.
Key Close CRM Metrics to Include in Your Dashboard
When building a Close CRM dashboard, prioritise these metrics:
- Core Close CRM performance metrics (volume, trends, totals)
- Time-based breakdowns (daily, weekly, monthly)
- Segment performance (by campaign, audience, geography)
- Conversion and ROI metrics
- Benchmark comparisons over time
Pro Tips for Close CRM Dashboards
- Use blended data to combine Close CRM with revenue or CRM data for full-funnel reporting
- Set up scheduled email delivery so stakeholders get weekly snapshots automatically
- Create calculated fields for custom KPIs not available natively in Close CRM
- Add data freshness indicators so viewers know when data was last updated
Need a Close CRM + Looker Studio Dashboard Built for You?
DashboardDr has connected Close CRM to Looker Studio for dozens of businesses. We deliver a production-ready dashboard at a fixed price, in 1–3 weeks.
Ready to Build Your Looker Studio Dashboard?
Ready to stop guessing and start dashboarding? DashboardDr has built dashboards for 500+ businesses across the USA. Get your free diagnosis call today.
Get a Free Quote → Free 30-min call · Fixed price · 1–3 week deliveryFrequently Asked Questions
Can Looker Studio send automatic email reports?
Yes. Looker Studio can schedule and send PDF or live-link reports by email on a daily, weekly, or monthly schedule — no manual work required.
How do I share a Looker Studio dashboard?
You can share dashboards via a link (view-only or edit), embed them in websites, or schedule email delivery. Access is managed through Google account permissions.
What is the difference between Looker Studio and Power BI?
Looker Studio is free and Google-native, ideal for businesses already using Google tools. Power BI is part of the Microsoft ecosystem and better suited for large enterprise teams on Windows/Office 365.
Can multiple people edit a Looker Studio dashboard at the same time?
Yes — Looker Studio supports collaborative editing, similar to Google Docs. Multiple editors can work on the same report simultaneously.
