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Salesforce + Gtmhub Integration. KPI and OKR Automation.
Gtmhub links directly to your Salesforce data for metric driven OKRs, including sharper organizational focus, stronger alignment, and easy progress tracking.
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How it works
Accessing Your Key Data
Gtmhub links directly to Salesforce to retrieve key data points relevant to your OKRs. We then create prepackaged actionable Insights (+ you can customize these Insights yourself).
Identify and Link Your KPIs
Once you've linked Salesforce, create your Insightboards with prepackaged metrics from the Marketplace or create your own and link them directly to KPIs or Key Results.
Dynamic OKR Progress Monitoring
With your key metrics linked, Gtmhub automatically updates your KPIs and OKRs in real-time. You can see progress and identify any areas that need attention.
Get started
Insights available in the Marketplace
Won Opportunities Amount
Calculates amount of won opportunities for the selected period.
Number of won opportunities
Number of won opportunities for the selected date range.
Won opportunities by date and type
Plots won opportunities by date and type.
Open opportunities by type
Plots open opportunities by type. Closing date should be in the selected date period.
Average sales lifecycle
Average sales lifecycle for won opportunities
Opportunities pipeline
Opportunities in the pipeline, grouped by stage. Filtered by opportunity created date.
How to install
Learn how to connect Salesforce to your Gtmhub OKRs.