Gtmhub can keep track of your key results automatically, by pulling data from hundreds of different systems such as SalesForce or JIRA. Often, however, people need to deal with “small data”, which may not have a dedicated system for managing it. Typically, this is where Excel or Google Sheets kick in.
In this article, we’ll demonstrate how to connect your OKRs to “small data”.
Use case
John is a CEO of a Saas company. One of his objectives for the quarter is related to fundraising.
Objective: Raise A round
Key result 1: Pitch to 40 investors
Key result 2: Pitch to 10 partners
Key result 3: Get 3 term sheets
To keep track of the pitches, John is going to use Google Forms.
Automating OKRs with Gtmhub, Google Forms, and Google Sheets
The approach for automating this OKR is as follows:
Create a Google Form for keeping track of pitches
Link form entries with a Google Sheet
Connect Gtmhub with Google Sheet
Implement insights
Add metrics to OKR
Create a Google Form
The first thing we need to do is to create a Google Form to keep track of the pitches we do. We will simply collect following information:
Name of the investor
Have we pitched to a partner (so that we can calculate the second KR)
Have we got a term sheet (so that we can calculate the third KR)
Investor pitch form
Link Google Form responses to a Google Sheet
Gtmhub can automatically synchronize data from a Google Sheet. So, in order to connect our OKRs with the Google Form – we will first have to export Google Form to a Google Sheet.
To link a Google Form responses with a Google Sheet follow these steps:
In Google Forms, go to the responses tab
Click on the “Create Spreadsheet” icon
Link Google Form with a Google Sheet
In the Select response destination dialog, create a new spreadsheet and give it a name (“Investor pitches”)
Create a new spreadsheet
Implement Insights
To implement live insights in Gtmhub, we first need to add our Google Sheet as a data source.
Login to Gtmhub
Go to Setup and then Data Sources
Click on the Add new data source button
From the Files section select Google Spreadsheet and select your spreadsheet
Google Spreadsheet data source
Once you have created the data source, click on the Create entity button
Create Gtmhub entity
At this point, you are ready to create insights based on the data coming from Google Spreadsheet. You can use either SQL or R programming language for this.
Navigate to Setup and then Insights
Click on the Build an insight button
Set name and description of the insight
Use following code for the insight
HTML:
SQL:
Using the insight
Once you save the insight, you can place it on any of the insightboards and attach the metrics to your OKRs. The data coming from Google Forms will be synced and your progress on OKRs will be automatically updated.
Final insight