Salesforce integration

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 and created your Insight Boards, these surface key metrics that can be linked directly to Key Results.

Dynamic OKR Progress Monitoring

The metrics that matter for Key Results are now directly linked, which means Gtmhub automatically updates OKRs in real-time, so you can see progress and identify any areas that need attention.

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Here are the insights that are available Out-of-the-box

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.

Sales forecast

Calculates sales forecast based on expected revenue from opportunities and their close date.

Average deal size

Calculates average deal size for won opportunities.

Opportunity sources

Calculates lead source performance for open opportunities.

Dormant opportunities

Number of open opportunities where there is no activity for the last 7 days or there is no activity at all.

Sales by account

Displays the accounts that have closed deals in the selected date range.

Sales by lead source

Calculates amount of won opportunities for the selected period for available lead sources. Defaults to current quarter date range.

Sales by representative

Displays the sales reps that have closed deals in the selected date range.

Sales this month

Calculates amount of won opportunities for this month.

Sales last month

Calculates amount of won opportunities for last month.

Sales - this month vs last month

Calculates amount of won opportunities for this month compared to last month.

Bounced leads

Number of leads whose email address has bounced, created in the selected date range.

Converted leads

How many leads were converted in the selected date range.

Dormant leads

Number of leads where last activity date is older than 15 days ago.

Leads by status

Plots leads by their status. Filters leads by date created.

Lead sources

Breaks down performance of lead sources.

Active campaigns

Active campaigns - campaigns with status "In Progress"

Campaign influenced opportunities

Calculates number of open opportunities that have been influenced by campaigns. Filters by created date for the opportunity.

Revenue from campaigns

Calculates amount of sales generated by sales campaigns. Filters by close date for the opportunity.

Campaign cost

Cost of campaigns. Comparison of actual versus budgeted.

Campaigns

Stats about campaigns.

Closed actitivities

Activities created in the selected date range that are closed.

Emails

Email activities created in the selected date range that are closed.

Meetings

Meeting activities created in the selected date range that are closed.

Calls

Call activities created in the selected date range that are closed.

Other activities

Other activities created in the selected date range that are closed.

Scheduled activities

Scheduled emails

Emails created in the selected date range that are not done.

Scheduled meetings

Meetings created in the selected date range that are not done.

Scheduled calls

Calls created in the selected date range that are not done.

Other scheduled activities

Other activities created in the selected date range that are not done.

Scheduled tasks

Tasks created in the selected date range that are not done.

Tasks

Task activities created in the selected date range that are closed.

Activities by sales rep

Activities created in the selected date range that are closed, grouped by sales rep and activity type.

Scheduled activities by sales rep

Activities created in the selected date range that are not closed, grouped by sales rep and activity type.

Overdue activities by sales rep

Activities created in the selected date range that are not closed and are overdue, grouped by sales rep and activity type.

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