Help Center
  • 👋Welcome to the Dokin help center
  • Overview
    • 💡What we do
    • ✨Our Features
    • 🛣️Changelog & Roadmap
  • 🏁Get started
    • 📲Install Dokin
      • 🏨Install Dokin as a Google Workspace Admin
    • 🛫Launch the Dokin App
  • 📦Integrations
    • 1️⃣Introduction
    • Airtable
      • 🖇️Connecting Airtable Data using Dokin
      • 🗃️Mail Merge with Airtable Data
    • HubSpot
      • 🖇️Connecting HubSpot Data using Dokin
      • 🔀Push Back Data from Google Sheets to HubSpot
      • 🗃️Mail Merge with HubSpot Data
    • Salesforce
      • 🖇️Connecting Salesforce Data using Dokin
      • 🔀Push Back Data from Google Sheets to Salesforce
      • 🗃️Mail Merge with Salesforce Data
    • Retable
      • 🖇️Connecting Retable Data using Dokin
      • 🔀Push Back Data from Google Sheets to Retable
      • 🗃️Mail Merge with Retable Data
    • Notion
      • 🖇️Connecting Notion Data using Dokin
      • 🗃️Mail Merge with Notion Data
    • Trello
      • 🖇️Connecting Trello Data using Dokin
      • 🔀Push Back Data from Google Sheets to Trello
      • 🗃️Mail Merge with Trello Data
    • PostgreSQL
      • 🖇️Connecting PostgreSQL Data using Dokin
      • 🗃️Mail Merge with PostgreSQL Data
    • Google Analytics 4
      • 🖇️Connecting Google Analytics data using Dokin
    • Google Search Console
      • 🖇️Connecting Google Search Console (GSC) data using Dokin
    • Facebook Ads
      • 🖇️Connecting Facebook Ads data using Dokin
    • Snapchat Ads
      • 🖇️Connecting Snapchat Ads data using Dokin
  • TROUBLESHOOTING
    • ⚠️Error: Multiple Accounts Issue
    • ❓Some sheets linked to my Slides or Docs are marked as “Private”
    • 💲I’ve subscribed a paying plan but my account still appears as Free
  • 🎚️Settings
    • 💵Billing
      • Subscribe to a Plan
      • LTD Deals
    • 🔐Data & Privacy
      • 💾Data storage
      • 🆔Google Permissions
  • Use Cases
    • 🤝For Sales & Operations
    • 📊For Finance & Business Analysts
    • 📣For Marketers
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  1. Use Cases

For Finance & Business Analysts

PreviousFor Sales & OperationsNextFor Marketers

Last updated 1 year ago

With Dokin, finance and business analyst teams can easily analyze & present real-time data.

  • Centralize and sync data from different business units

  • Effortless presentation of business performance

  • Improve ROI

Finance and business analysts use cases

Sync Sheets dashboards with live data from your company systems

Sync business unit data from different spreadsheets

Automate Slides and Docs presenting performance

Automatically refresh Financial Reporting Slides & Docs

Automate your business reporting (decks or reports) with live data refreshes

Save 1 day a week on repetitive reporting tasks

Centralize and sync company data

Build a single source of truth for your business

Remove data silos

Track actions and improvements

Keep your sensitive data safe. Dokin does not store your data.

📊
Check more about our data policy here