Connecting OKRs with Google Forms and Sheets
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 blog post, we’ll demonstrate how to connect your OKRs to “small data”.
John is a CEO of a Saas company. One of his objectives for the quarter is related to fundraising.
- Objective: Rise 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)
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
- In the Select response destination dialog, create a new spreadsheet and give it a name (“Investor pitches”)
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
- Once you have created the data source, click on the Create entity button
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
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.