Quantive

Use our VS Code extension to edit your insight code

Offline Insight Editor

How to use the Quantive Results Import/Export tool to import, export, and bulk change data in Quantive Results.

Importing, Exporting, and Bulk Changing data in Quantive Results

How to browse between multiple accounts you’ve been invited to

How to log in to/switch between multiple Quantive accounts

Learn how to clone reports and make the predefined reports available to everyone or to a restricted group of users

Cloning and Permissions for reports

Learn how to view and explore your Organization

People - Organization View

How personalization can help in building smart reporting and bringing data to the point

Personalizing Insightboards and Reporting

Learn how to drive alignment, performance, focus, and engagement with OKRs. Use this guide to set up your organization's Quantive account.

The Definitive Step-by-step Guide for Setting Up Quantive Results

OKRs ownership is indeed an interesting topic. This guide illustrates how changing OKRs owners won't reflect on the progress being made.

What happens with OKRs when an employee is being removed from a Quantive account?

Learn how to recover your OKRs from a deleted session

Retrieve the OKRs of a deleted session

Involving key stakeholders in your strategic decision-making and execution processes ensures collaboration and success.

The Guide for Building a Matrix Organization in Quantive Results

Learn how to manage the notifications for all users in the account

Configure account notifications

Classes that can be used in Insights for easy styling

Insight CSS Classes

Change the SSO URL in your IdP to accommodate for the new Quantive authentication URL

Update SSO setting in your Identity provider

Unifying the Platform of Quantive for Your Success

Boyan Barnev

Sonya Vrabcheva

Account Admin and OKR Champion's guide to getting up and running with Quantive Results (formerly Gtmhub).

Admin Guide: Account Setup and Configuration

Learn how to change your auto-generated account name and URL

Change your account name and domain

How to select which features show for your entire Quantive account

Turn on or off features in your account

Allow sign in to Quantive Results with Okta or most other SAML 2.0 identity/SSO providers

SAML 2.0 Single Sign On (SSO) Integration

Learn how to install pre-built reporting dashboards from the Quantive marketplace

Install Ready-to-use Insightboards from the Quantive Marketplace

Set up automatic assignment of roles in Quantive based on the user group membership in your Identity Provider

Automate Quantive user role assignment based on SSO group membership

Learn how to change the default user interface of new users

Set the language of the account

Lean how to change the language of your user profile

Change your profile language

If the problem of having a "network connection" persists, then whitelisting is the solution.

How to Whitelist Quantive

Learn how to prevent team members to own more objectives then they can achieve

Limit the number of objectives per user

Learn how to configure a maximum number of key results that an objective can have

Limit the number of key results per objective

Learn how to define different types of custom fields and then add them to objectives, key results, updates, tasks, or users and teams

Create custom fields

Learn how to access your Quantive Results integrations or link new out-of-the-box integrations.

How to manage and install out-of-the-box integrations

Customize terminology in Quantive

Configure Account

Learn how to modify the default color scale for tracking OKRs progress.

Configure the color scale for OKRs progress

Learn how to setup and customize the confidence labels in your organization

Configure confidence level labels

Learn what aggregated progress means and how it is calculated

Aggregated progress of objectives

Learn some useful ideas for creating custom fields for Objectives, Key Results, and Key Result updates

Example: Custom fields of OKRs

Configure OKRs

Learn how to effectively use permissions for OKRs management to continuously improve your processes

Set permissions

Regular vs View-Only users

Learn how to modify the permissions of a session and grand them to a team

Set session permissions on a team level

Learn how to create roles or use the default ones and how to organize the permission management by using roles.

Manage roles

Understand how user role permissions are designed in Quantive Results and use them to grant or restrict user access to specific features.

Custom User Role Permissions - Everything you need to know.

Learn how to effectively manage users, roles, and permissions by using filter by role

Filter users by role

How to include all your subteams in a future-proof way

Dynamic team permissions in Sessions

Learn how to create new roles that fit every user and team's organizational responsibilities.

Create roles

Learn how to grant or deny permissions to a role

Manage permissions of roles

Roles & Permissions Setup

Partners need to be invited to multiple end-user accounts and provide unique emails for each. See how email aliases and forwarding can help.

How to set up email addresses for registering in multiple end-user accounts

Learn how to create teams in your Quantive Results account. You can use teams to define divisions, departments, squads, or tribes.

Create teams

Learn how to manage teams in Quantive Results individually or in bulk, how to assign managers and team members.

Manage teams

Learn how to send invitations to new users in Quantive Results

Invite users

Learn how to deactivate or delete users from your Quantive Results account

How to deactivate or delete users

Learn how to change the names of Quantive Results users

Edit the names of a user

Learn how, as an administrator, you can change users' profile pictures

Change a user profile picture

Learn how, as administrator, you can change the avatars of teams

Change the avatar of a team

Learn some useful ideas for creating custom fields for teams and users

Example: Custom fields of teams and users

Microsoft Entra ID User Provisioning & Team Mapping with Quantive Results

User & Team Setup

Learn how to use sessions to represent a time period in which a group of objectives should be achieved

Create sessions

Cadence is the frequency of issuing key result updates. Learn how to customize the cadence for your sessions in Quantive Results.

Define the session cadence

Learn how you can use the session's granular permissions to further control the visibility and access for Users, Teams, or whole User Roles.

Understand and set granular permissions to Sessions

Learn what the aggregate OKR report contains and how to configure it

Configure the Aggregated OKR report

OKR Setup

Learn how to change the account-wide ownership type of objectives and key results

Ownership settings

OKRs and tasks ownership

Learn how to send reminders to people who have not yet approved your OKRs

Notify reviewers with pending items

OKR Approval Workflow Setup

Quantive (formerly Gtmhub)

Find answers and get help from Intercom Support and Community Experts

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