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

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