Google Sheets + Orcabase
Ask your spreadsheets anything.
Share a Google Sheet with Orcabase and every tab becomes something you can ask about, chart and pin to a dashboard. It syncs again on your schedule, so the numbers in Orcabase follow the sheet.
- Built-in sync
- Syncs every 15 minutes to daily
- Only reads, never writes
Did we hit August’s revenue target?
August closed at $48.2k: 94% of the $51.2k target.
- Subscriptions hit their target; one-time orders fell $3k short.
- The gap opened the week the free-shipping banner ended.
- September’s target needs 6% growth on August.
Revenue as % of target, by month
How I got this· 4 steps
- Read the Targets tab of your planning sheet
- Used your Revenue metric (certified)
- Compared each month with its target
- Split the gap into subscriptions and one-time orders
Example answer. Numbers are illustrative.
In plain words
How do I turn a Google Sheet into a dashboard?
Share the sheet with Orcabase’s address as a Viewer and paste its link. Orcabase copies the tabs you pick into your warehouse, with row 1 as the column names, and syncs again every 15 minutes to once a day.
Then ask in plain words, or pin charts to a dashboard. The sheet stays the place you type; Orcabase is where you look, next to your orders and payments.
Ask in plain words
What you can ask about your Google Sheets data
The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.
Are we on track for this month’s targets?
Which costs grew fastest this quarter?
What did packaging cost us per order last month?
How does actual revenue compare with our forecast?
Which suppliers do we pay the most?
How many months of runway do we have at this month’s burn?
How many hours did we log on each project?
Turn the inventory tab into a weekly chart.
What comes in
Your Google Sheets data, ready to ask about.
A copy in a warehouse Orcabase hosts for you, refreshed in full on every sync.
Every tab you pick
New tabs, if you like
Numbers that add up
Your sheet stays yours
Numbers worth defining
Define them once. Every answer agrees.
Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Google Sheets data.
Revenue vs target
Actual revenue as a share of the target in your planning sheet.
Cost per order
Monthly costs from your sheet divided by paid orders.
Monthly burn
Money out minus money in, each month, from your cash tab.
Runway
Cash in the bank divided by the average monthly burn.
Dashboards to start with
Your Google Sheets numbers at a glance.
Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.
Targets
3 charts- Revenue vs target by month
- Targets hit this quarter
- Gap to target by product
Costs and cash
4 charts- Costs by category
- Cost per order
- Monthly burn
- Runway
Better together
Ask across Google Sheets and the rest of your business.
The best questions need more than one app. The agent can pull from several sources for one answer.
How to connect
Connect Google Sheets, step by step.
- 1
Pick Google Sheets
Go to Sync data → Add source and choose Google Sheets, under Built into Orcabase.
- 2
Share the sheet with Orcabase
Orcabase shows an email address with a copy button. In Google Sheets, click Share and add it as a Viewer.
- 3
Paste the link
Paste the sheet’s link, pick your warehouse under Sync into, and click Connect. Orcabase lists the tabs it found.
- 4
Choose tabs and a schedule
Tick the tabs to sync, choose how often, and click Start syncing.
What you’ll need
- The Google Sheet, and permission to share it.
- The Admin role in Orcabase, and an Orcabase warehouse to sync into, part of data hosting.
- How it connects
- Built-in sync
- How fresh
- On your schedule: every 15 minutes to once a day.
- Where your data lives
- A copy in a warehouse Orcabase hosts for you, refreshed in full on every sync.
- Who can set it up
- An admin in your organization.
- Your login
- None to hand over. You give Orcabase’s address Viewer access to the sheet, and can take it back any time.
- Cost
- No sync allowance to watch. The warehouse is part of data hosting, priced by storage.
What makes a sheet sync well?
Can Orcabase change my spreadsheet?
Does it work with Excel files?
How fresh is my Google Sheets data in Orcabase?
Your Google Sheets data already has the answers.
Connect it, ask your first question, and pin the answers you want to see every week.