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

Access 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.

Monitor OKR Progress automatically

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.

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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.

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.

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How to install

Learn how to connect Salesforce to your Gtmhub OKRs.

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