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User Guide: Automated Key Results and Key Performance Indicators
User Guide: Automated Key Results and Key Performance Indicators
Automate progress tracking with Dynamic Key Results, powered by over 150 Data Sources.
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23 articles in this collection
Written by
Neli Ivanova,
Veronika Geneva,
Boyan Barnev
and 3 others
Usability metrics, OKRs and transparency
T
Written by
Thomas Baxter
Updated over a week ago
Insights & Insightboards
How to Create an Automated Key Result
Learn how to create a dynamic Key Result
Written by
Neli Ivanova
Updated over a week ago
Trigger data sync from an insight
Learn how to sync the entities, powering your insight, directly from the insight
Written by
Boyan Barnev
Updated over a week ago
Create codeless insights
Learn how to create an insight without using SQL code
Written by
Boyan Barnev
Updated over a week ago
Create insights with SQL
Learn how to build insights using the SQL editor
Written by
Neli Ivanova
Updated over a week ago
Add a custom field in an insight
Learn how to add a custom field in an insight
Written by
Neli Ivanova
Updated over a week ago
Insightboards
Learn how to structure your data and organize your insights with insightboards
Written by
Natalia Mihailova
Updated over a week ago
Dynamic Key Results HTML Code
An overview of the code needed to build out dynamic key results
Written by
Neli Ivanova
Updated over a week ago
Creating Insights
Gtmhub allows you to create custom insights to track your company's progress. These insights can be built directly within the application.
Written by
Neli Ivanova
Updated over a week ago
Revert changes to insights
Learn how to check the changes that were made to an insight and how to revert to a previous version
Written by
Neli Ivanova
Updated over a week ago
Filter insights by data range
Learn how to apply the Date Range filter to your insights
Written by
Neli Ivanova
Updated over a week ago
Create filters for insightboards
Learn how to filter your insights to extract the specific information that you need in your insightboard
Written by
Veronika Geneva
Updated over a week ago
Filter the output of insights
Learn how to include insightboard parameters in your insights to filter the output
Written by
Veronika Geneva
Updated over a week ago
Create virtual data sources
Learn how to create virtual data sources to use data from different sources from a single point
Written by
Neli Ivanova
Updated over a week ago
KPIs
Managing KPI Permissions
Customizing KPI permissions helps you limit the access to KPIs that contain sensitive information in your Gtmhub account.
Written by
Ikonom Filipov
Updated over a week ago
Create KPIs
Learn how to create KPIs to evaluate the success of an organization or of a particular activity
Written by
Neli Ivanova
Updated over a week ago
View KPIs and adjust KPI intervals
Learn how to view your KPIs in different time intervals
Written by
Neli Ivanova
Updated over a week ago
Use KPI groups
Learn how to use groups to structure and organize your KPIs
Written by
Neli Ivanova
Updated over a week ago
Examples
Example: Filter data with virtual data sources
Learn how to use virtual data sources to filter data across multiple insights
Written by
Neli Ivanova
Updated over a week ago
Example: Merge data with a virtual data source
Learn how to use a virtual data source to merge data from different systems, across multiple insights
Written by
Neli Ivanova
Updated over a week ago
Use custom fields in insights
Learn how to use custom fields in an insight and filter the results by the custom field values
Written by
Veronika Geneva
Updated over a week ago
Insightboard parameters for custom field
How to filter the information in your insight based on the values of a custom field.
Written by
Neli Ivanova
Updated over a week ago
Example: Create an insight from your Trello instance
Connect your Trello account to Gtmhub with these simple steps and automate your OKRs updates.
Written by
Neli Ivanova
Updated over a week ago