Overview
In this example, you create a Google Sheet with the monthly sales that has columns Sales, Status, and Amount to keep track of your monthly revenue.
You then connect the Google Sheet as a data source to your Quantive Results account, so that you can use it for insights and dynamic key results.
Create the Google Sheet
Perform the following:
Create a new Google Sheet and name it Monthly sales.
Rename Sheet1 to SalesSheet
In the first row, in cells A1, B1, and C1, enter Sales, Status, and Amount
In the second row, in cells A2, B2, and C2, enter New European supplier, won, and 10000
In the third row, in cells A3, B3, and C3, enter Renewal on medical supplier, in progress, and 2000
In the fourth row, in cells A4, B4, and C4, enter Japanese rental car company, lost, and 0
In the fifth row, in cells A5, B5, and C5, enter German car spears, uncertain, and 20000
In the sixth row, in cells A6, B6, and C6, enter US university, won, and 7000
Connect the Google Sheet
Perform the following:
In your Quantive Results account, in the navigation pane, click on Settings then under the Integrations section select Data sources.
On the top right of the Data sources page, click Select data source, in the drop down menu click Select data source.
In the Choose a connector page, click the Files tab.
Click Google Spreadsheet.
In Connection name, enter Connection to Monthly sales
Sign in with google to Authenticate Source.
Authenticate with the Google account where you created the Google sheet.
Select which item you want to connect, select the Monthly sales sheet.
Select SalesSheet and click Select data source.
Click + Add my data source.
Results
The data source is synced and appears on the Data sources page under Google Spreadsheet > Connection to Monthly sales > SalesSheet.
Next steps
After you have created and connected the Google, you use its data to populate the fields of the Monthly sale opportunities data entity.
Perform procedure Example: Map a custom entity to a data source.