Quantive

Usability metrics, OKRs and transparency

Neli Ivanova

Veronika Geneva

Boyan Barnev

Automate progress tracking with Dynamic Key Results, powered by over 150 Data Sources.

User Guide: Automated Key Results and Key Performance Indicators

Learn how to create a dynamic Key Result by connecting to a data source Insight or a KPI.

How to Create an Automated Key Result

Learn how to sync the entities, powering your insight, directly from the insight

Trigger data sync from an insight

Learn how to create an insight without using SQL code

Create codeless insights

Learn how to build insights using the SQL editor

Create insights with SQL

Learn how to add a custom field in an insight

Add a custom field in an insight

Learn how to structure your data and organize your insights with insightboards

Insightboards

An overview of the code needed to build out dynamic key results

Dynamic Key Results HTML Code

Quantive Results allows you to create custom insights to track your company's progress. Insights can be built within the application.

Creating Insights

Learn how to check the changes that were made to an insight and how to revert to a previous version

Revert changes to insights

Learn how to apply the Date Range filter to your insights

Filter insights by date range

Learn how to filter your insights to extract the specific information that you need in your insightboard

Create Insightboard Parameters

Learn how to include insightboard parameters in your insights to filter the output

Filter the output of insights

Learn how to create virtual data sources to use data from different sources from a single point

Create virtual data sources

Insights & Insightboards

Learn how to create KPIs to evaluate the success of an organization or of a particular activity

Create KPIs

Customizing KPI permissions helps you limit the access to KPIs that contain sensitive information in your Gtmhub account.

Managing KPI Permissions

Learn how to view your KPIs in different time intervals

View KPIs and adjust KPI intervals

Learn how to use groups to structure and organize your KPIs

Use KPI groups

KPIs

Learn how to use virtual data sources to filter data across multiple insights

Example: Filter data with virtual data sources

Learn how to use a virtual data source to merge data from different systems, across multiple insights

Example: Merge data with a virtual data source

Learn how to use custom fields in an insight and filter the results by the custom field values

Use custom fields in insights

How to filter the information in your insight based on the values of a custom field.

Insightboard parameters for custom field

Connect your Trello account to Quantive with these simple steps and automate your OKRs updates.