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The group position and the 13-week forecast exported to a Google Sheet every morning.

Method

OAuth app

Refresh

Daily, 06:00 CET

Status

Live

What syncs

Group position · Account matrix · 13-week forecast · Scenario comparison

How it connects

Some board packs still start in a spreadsheet, and Headroom does not ask you to change that. Through a Google grant approved by the sheet’s owner, Headroom writes the group position, the account matrix and the week-by-week forecast to a sheet you choose, every morning at 06:00 CET. Each export goes to its own tab with the date in the name, so last Monday’s numbers are never overwritten by this Monday’s.

The export is one-way. Headroom writes to the sheet and never reads from it, so a formula someone changes on a Friday cannot move the forecast. Columns follow a fixed layout, with amounts in their own currency and in euros, which keeps your own formulas stable. Revoking the grant from your Google account stops the export at once. The last successful export time is shown on the Exports page, and a failed export raises an alert instead of leaving yesterday’s numbers in place.

Set-up in three steps

01

Click Connect Google Sheets in Settings, Exports

02

Pick the sheet and approve write access

03

Choose which views to export each morning

Headroom€0.0M
Floor €2.0M
Headroom€0.0M
Floor €2.0M

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