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Operational Data · Track 3 · Tutorial 6 of 7

Start a model from the Search Console or Harvest template

Search traffic and billable hours mean most beside the revenue they lead to. The two connector templates set up the sources, dimensions and metrics for you, including the ratios and how they total.

You will needAn Administrator or Data Loading Admin of Your Group on the Premium edition or the trial, and a Search Console or Harvest dataset from Connect Google Search Console or Connect Harvest for time.
By the endA Search traffic vs revenue model, and a Time and billing vs P&L model, each with revenue from the Profit and Loss.

1Find the templates

  1. Connect the source first: Connect Google Search Console, or Connect Harvest for time.
  2. Select Your Group, open Organisation Settings → Business Data Builder, and click New Model.
The Start from a template page: Search traffic vs revenue, Time and billing vs P&L, Combine financial segments, Profit and Loss by Entity and Custom under Ready to use
The sources a template reads (1), what the group holds of them (2), Combine financial segments (3), and a template created in one click (4).

A template is listed under Ready to use when the group holds the data it needs, and under Needs a source with a link to connect it when it doesn’t.

TemplateReadsBuilds
Search traffic vs revenueSearch Console, and the Profit and LossClicks, Impressions, CTR, Average position, Revenue and Revenue per click, month by month.
Time and billing vs P&LHarvest, and the Profit and LossTracked hours, Billable hours, Utilisation, Billable amount, Invoiced, Unbilled, Revenue and Revenue per billable hour.

2Fill in Search traffic vs revenue

  1. On Search traffic vs revenue, click Use this template.
  2. Under 1 · Sources, tick each Search Console dataset to read. The Profit and Loss is read for every entity of the group.
  3. Under 2 · Dimensions, tick Country or Device if you want the search figures split by them.
  4. Under 3 · Metrics, leave the metrics ticked, enter a Model name, and click Create model.
Filling in the Search traffic vs revenue template: the Search Console dataset ticked, the Profit and Loss read for every entity, Country and Device offered as optional breakdowns, and the template’s six metrics ticked
The Search Console dataset (1), Country as an optional breakdown (2), the template’s metrics and what each reads (3), and the calculated metric (4).

Revenue has no country or device. With Country, revenue sits on World, the member every region rolls up into; with Device, it stays in the total. CTR and Average position are weighed by Impressions, and Revenue per click is worked out from the totals.

3Fill in Time and billing vs P&L

  1. Back on New Model, click Use this template on Time and billing vs P&L.
  2. Tick each Harvest dataset to read, and tick Client, Project or User if you want the Harvest figures split by them.
  3. Enter a Model name, and click Create model.

Revenue has no client, project or user, so it stays in the total. Utilisation is Billable hours over Tracked hours, Unbilled is Billable amount less Invoiced, and Revenue per billable hour is Revenue over Billable hours, each worked out from the totals.

4Check the models

  1. Each model opens on its model page. When the badge reads Up to date, click View.

Check

In the search model, Clicks for a month equal the Search Console dataset’s clicks for the month.

Everything a template set up can be changed afterwards on the model page, like any other model.

5If something goes wrong

What you seeWhat to do
The template is under Needs a sourceConnect the source, and let its dataset load.
A breakdown isn’t offeredOnly the breakdowns every chosen source holds its figures by are offered. Add that breakdown to the dataset.
Revenue doesn’t split by countryExpected: the profit and loss has no country, so revenue sits on World.

Want more detail? See the documentation

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