We have called our Q1 2020 Roadmap - Agile at Scale. Introduction of Marketplace and Robotic Process Automation (RPA) provided our Enterprise customers with powerful tools to manage OKRs at scale.
The Q2 2020 Roadmap we are calling - Gtmhub: Exponential Edition. From 25 major releases in Q1, we are almost doubling this with 47 significant releases planned in Q2.
We are delivering value across all six stages of OKRs implementation:
- Adopt & Deploy
- Plan & Act
- Track & Adjust
- Exploit and
We are making OKRs easier with the new OKR Assistant and Onboarding Checklist.
We are bringing the data to everyone, with the new Codeless Insights, Automatic UI options that now also support charts and brand new KPIs visualizations.
We continue enabling OKRs at scale with further investments into Robotic Process Automation (RPA) with new events, conditions, and actions.
We are making Tasks more powerful, guided by your feedback.
Mobile, Slack, MS Teams, Custom Fields... grab a coffee - this is going to take a while.
Adopt & Deploy
Custom Calculation of Objective Attainment
Gtmhub currently calculates the attainment of an Objective, by summing up the achievements of all Key Results and then dividing it by the number of Key Results. In the majority of cases, this is the best way to go about it.
There are, however, cases when the logic for attainment calculation should be different. For example, some companies have top-level objectives that don't have Key Results. In such cases, attainment could be calculated by summing up the attainment of all child OKRs and then divided by the number of child OKRs.
In Q2, we are enabling these scenarios through custom OKR attainment formulas. In addition to the default calculation, we will support the following attainment formulas:
- Average - Immediate Children
- Average - Entire Branch
When the user selects "Average - Immediate Children," Gtmhub will automatically add child Objectives as Key Results.
Use Case: A department may own an OKR, where Key Results are the Objectives of all functions within the department. In that case, the department would set OKR as "Average - Immediate Children," and all of the children OKRs would be linked as KRs of the department OKR.
The Gtmhub's industry-first OKR marketplace is quickly shaping to be the one-stop answer for all things OKRs. We've started with OKRs Marketplace. In Q1, we've also added ability to install Insights with one click. In Q2, we are taking this one step further. We will provide Services offered by our partners - ranging from single OKR workshops, to OKR audits and even full OKRs implementation consulting.
Use Case: When onboarding a new department to OKRs, Gtmhub Marketplace can help you. You can find multiple consultants offering workshops, training and change management services.
To help teams adopt OKRs at Scale, we will be introducing individual Checklist for different types of users in Gtmhub. To quickstart teams with Gtmhub, we will bake in five years of experience and thousands of engagements directly into the product.
Use Case: OKR Champion in a company that is just starting to adopt OKRs will be able to go through a step-by-step guide to successfully onboard the team.
Custom Fields for Teams
At the moment, Gtmhub supports Custom Fields for Objectives, Key Results, and Key Results Updates. Custom Fields allow you to define what information you want to track with any of these entities. Now, you will be able to define Custom Fields for Teams as well.
Use Case: You could add a field called "Office" to distinguish teams between different offices of your company. After that, you can run reports, for example, to see the difference in OKRs attainment between your US and EU offices.
Custom Fields for Employees
At the moment, Gtmhub supports Custom Fields for Objectives, Key Results, and Key Results Updates. Custom Fields allow you to define what information you want to track with any of these entities. With this feature, we will allow Custom Fields to be defined for the Employees.
Use Case: You could add a field called "Seniority" with possible choices being
- Individual Contributor
Based on this classification, you could run a report on OKR attainment or updates based on seniority. Alternatively, you could set up Automation to be notified every time a C-Level or VP creates a new OKR.
Custom Team Avatars
Gtmhub allows you to define an avatar when creating a team; however, at the moment, you are limited to choosing from one of the predefined avatars.
With Custom Team Avatars, we will enable teams to use custom avatars, removing the limitation on predefined ones.
Use case: A little fun can go a long way.
Gtmhub organizes OKRs into Planning Sessions, which are time-bound containers, usually quarters or years. With smaller organizations (up to 1,000 people), most of the employees will be members of the same Planning Session (e.g., Q1 2020).
With larger organizations, however, it is unrealistic to expect everyone to participate in the same Planning Session. Gtmhub already supports cross-session alignment, but now we are taking this step further. You will be able to define which departments, teams, or individuals are members of a given Planning Session. With this information, Gtmhub can send more relevant notifications, as well as generate more precise OKRs Process Reports.
Marketplace: Sample Data
When just starting with Gtmhub and OKRs, it can often be hard to know where exactly to begin. To simplify and ease this process, we are introducing the ability to install Sample Data for various types of organizations (Engineering, SaaS business, Sales, and so on). Once you get the full picture, you can easily reset your account to the initial state.
Use Case: Install sample data for Engineering organizations to quickly learn by example, how best engineering organizations in the world employ OKRs.
We are retiring the Conversations feature of Gtmhub at the end of Q2. After observing the usage patterns, we believe that integrations with 3rd party systems such as Slack and MS Teams will provide better workflows, while at the same time simplify the Gtmhub experience.
We will be providing the migration document for this sunset.
OKR Assistant (a.k.a. OKR-design score)
OKRs are a methodology that has both rules and best practices. The success of the OKRs program, as well as underlying objectives, is highly correlated with following the best practices of the methodology.
In Q2 2020, we are introducing an OKR Assistant to help all team members craft great OKRs.
The OKR Assistant will grade every single objective and instruct users on how to improve. Some of the criteria will include the number of Key Results and the brevity of Objectives and Key Results. Furthermore, the OKR Assistant will ensure Objectives are qualitative and aspirational, while Key Results are quantitative.
Use Case: Deploying OKRs to teams at once is often hard, even if they are familiar with OKRs. The OKR Assistant helps people follow best practices when it comes to crafting individual OKRs.
Approval Workflow: Allow administrator to override restrictions
To facilitate planning and alignment, Gtmhub provides an Approval Workflow feature where OKRs go through a process of approval. For various reasons, OKRs sometimes get stuck in a state, and we are now resolving these issues by allowing administrators to override existing restrictions when needed.
Use Case: An employee has an OKR in a draft state and then leaves the company. To avoid a "phantom" OKR, the administrator can now go and delete the objective.
Plan & Act
Tasks: Custom Fields
Gtmhub supports Custom Fields for Objectives, Key Results, and Key Result Updates. In Q2, we are also bringing Custom Fields for Tasks, so that you can capture all the necessary information about your Tasks in a structured way.
Use case: You could add a Custom Field called "Priority" to tasks with possible values of "High," "Normal," "Low." Then in the Tasks views, you could filter the Tasks to only show the ones with high priority.
Tasks: Manage Tasks from Mobile App
Gtmhub companion mobile apps for iOS and Android allow you to view OKRs, update your Key Results, and track the announcements made in the platform. We are now adding the ability to manage Tasks from mobile apps.
Use Case: You can quickly add a new task for your OKR through your phone while in a meeting.
Status: 🔜 Postponed
Gtmhub allows you to assign tasks and attach them to OKRs. In Q2, we will improve the way you manage tasks by adding the ability to tag tasks.
Use case: You could tag various tasks that the executive team owns, across multiple objectives, with an "exec" tag. That way, during your weekly executive meeting, you can filter only to show the tasks tagged with "exec" to go over what needs to be done.
Tasks: Saved Kanban Boards
Gtmhub displays Tasks either as a List or on a Kanban board. In Q2, we are introducing filters for Tasks. You will be able to save filters you often use into new Kanban Boards.
Use Case: Save a Kanban board showing all tasks assigned to my team that are due in the next seven days.
Status: 🔜 Postponed
Slack: Tasks Reminders
Gtmhub supports Tasks as a means of managing the work people do to complete an objective. We have recently added an ability to define the due date on each Task. In Q2, we are also implementing the due date reminders for tasks in Slack.
Use Case: User has committed to complete a task before the team retrospective meeting on Friday. On Thursday, Gtmhub will message the user in Slack (if connected) that the task is due tomorrow.
MS Teams: Tasks Reminders
Gtmhub supports Tasks as a means of managing the work people do to complete an objective. We have recently added an ability to define the due date on each Task. In Q2, we are also implementing the due date reminders for tasks in MS Teams.
Use Case: User has committed to complete a task before the team retrospective meeting on Friday. On Thursday, Gtmhub will message the user in MS Teams (if connected) that the task is due tomorrow.
Track & Adjust
Gtmhub connects to over 150 business systems and allows you to automate your Key Result updates. Creating Custom Insights is extremely powerful (as it's a combination of HTML and SQL) and allows infinite flexibility. That flexibility, however, comes with the price of complexity.
In Q1 2020 we have delivered Codeless UI for Insights that produce a single number (e.g., MRR) and hence removed the need to write HTML for the majority of the Insights.
In Q2, we are taking this one step further and removing the need to write SQL for the majority of the Insights. The new conversational Query Builder will be able to handle the majority of the use cases through a simple UI.
Use Case: A sales representative (non-technical person) can automate their "Increase bookings" Key Result. Users can use simple UI to define the logic for calculating the bookings - sum up all bookings closed by the sales rep - without ever going into SQL.
Mobile: Create & Edit OKRs
Gtmhub provides companion mobile apps for iOS and Android. So far, the mobile apps provided the ability to view OKRs, update progress on Key Results, and see announcements. We are now making the mobile app much more powerful by adding the ability to create and edit OKRs - directly from the mobile app.
Use Case: Quickly draft OKRs from your iPad while traveling.
Status: 🔜 Postponed
Automatic UI for Tables, Bar Chart, Line Chart, and Pie Chart
In Q1 2020, we have removed the need to write HTML for Custom Insights that return a single number.
In Q2 2020, we are taking Automatic UI to the next level. We are now adding the ability to automatically generate UI for Insights that display tabular data with Tables, Bar Chart, Line Chart of Pie Chart visualizations.
Use Case: Quickly build an Insight to display Top 5 teams by OKR attainment without any code.
Status: 🔜 Postponed
RPA: API Webhook Event
Gtmhub Robotic Process Automation is built on the Event > Condition > Action paradigm. In Q2 2020, we are adding a new type of event that can be invoked through API by an external system.
Use Case: Add placeholder OKRs for new employees together with Tasks to define Objectives and Key Results, through an API call from Workday when a new employee is created.
Slack: Key Result Update Reminder
While Gtmhub provides hundreds of connectors to automate Key Result updates, some OKRs will still need manual updating. To help users not forget, Gtmhub can remind them in multiple ways that a Key Result needs to be updated. In Q2 2020, we are adding Slack reminders - where users can choose to update the Key Result directly from Slack, snooze the reminder or dismiss it completely.
Use Case: When you connect Gtmhub with Slack, users will receive reminders to update Key Results before the retrospective meeting.
MS Teams: Key Result Update Reminder
While Gtmhub provides hundreds of connectors to automate Key Result updates, some OKRs will still need manual updating. To help users not forget, Gtmhub can remind them in multiple ways that a Key Result needs to be updated. In Q2 2020, we are adding MS Teams reminders - where users can choose to update the Key Result directly from MS Teams, snooze the reminder or dismiss it altogether.
Use Case: When you connect Gtmhub with MS Teams, users will receive reminders to update Key Results before the retrospective meeting.
Insights: Status & Sync Now button
Gtmhub provides Insights showing metrics, KPIs, and Key Results data coming from 3rd-party systems. At the moment, when looking at an Insight user has no way to determine how current the data is. In other words, there is no indication when was the last sync performed.
Additionally, while Gtmhub allows users to trigger sync manually, this requires going into the Data Sources section and identifying the data source that powers the given Insight.
We are improving both of these shortcomings now. Every Insight will show how long ago was data sync and, also, offer an ability to trigger new sync manually.
Use Case: When observing the MRR (Monthly Recurring Revenue) Insight, the user can see that the data is one day old. Use can then click on the button to retrieve the latest MRR value.
Mobile App Deep Links
When you receive an email from Gtmhub (reminder to update OKRs, weekly report, announcement, etc.), clicking on the link will open Gtmhub in the web browser. With the Deep Links, clicking on the link will open the functionality in your mobile app.
Use case: Unsurprisingly, the mobile app provides a much better mobile experience than a desktop version in the browser. With Deep Links, working with Gtmhub on mobile devices will become seamless.
Insights: Individual Filters
At the moment, Gtmhub provides Filters only at the level of an Insightboard. Such behavior means that all of the Insights using a particular Filter (e.g., sales rep or date) will apply the same value. We are now improving this feature by introducing higher-priority individual Insight filters that will allow a particular Insight to override the global filter.
Use Case: An Insightboard may show current bookings of 20 different Account Executives. With the new Individual Filters, we can reuse the same Insight and just change the Account Executive filter on each of the Insights.
Gtmhub allows you to create custom Insights to be used for OKR Automation as well as install Insights from our Marketplace. To make the experience more resilient and manageable, we are now introducing versioning of the Insights.
Use Case: If the Insight that was previously working stops working after modification, you can roll-back to the previous version.
Gtmhub connects to over 150 business systems to allow users to automate updating of Key Results. We are now adding a connector for a popular accounting software Xero.
Use Case: Automate a Key Result to reduce expenses by 10% with direct integration with Xero.
Gtmhub connects to over 150 business systems to allow users to automate updating of Key Results. We are now adding a connector for a popular SaaS platform called Airtable.
Use Case: If you are tracking job applicants in Airtable, you could automate the Key Result to attract at least 30 candidates.
Connectors: Elegant handling of Schema Changes
Gtmhub can connect to over 150 business systems and automate Key Results using data from 3rd party systems such as HubSpot, Salesforce, or Jira. When the 3rd-party system data schema changes (e.g., someone removes a Custom Field from Jira), Gtmhub stops syncing and prompts the user to resolve schema changes. We will now automate and enable Gtmhub to automatically handle such changes.
Use Case: Adding, removing, and modifying fields in 3rd party systems such as HubSpot or Jira will not interrupt Gtmhub OKR automations.
Connectors: More control over when Gtmhub syncs data
When you connect Gtmhub to a 3rd party system to automate your Key Results, we present you with the choice of sync schedule: Hourly, Daily, Weekly, and Monthly. To accommodate edge scenarios involving large amounts of data, we will now also let you choose a specific time at which to sync data.
Use Case: You are connecting Gtmhub to Jira Data Center instance. To avoid disruption to the daily usage of Jira, you can now tell Gtmhub to sync data at 2 am - outside working hours.
Connectors: Field Selection on Data Sources
At the moment, when you connect to a 3rd party data source, such as the "Engagements" entity from HubSpot, Gtmhub will sync all of its Fields. This behavior presents several issues: most of the Fields are unnecessary, which creates clutter and slows down the syncs. Furthermore, you may want to exclude sensitive data from syncing.
In Q2, we are adding the ability to handpick which Fields from the remote data source you want to sync and which you want to exclude.
Use Case: HubSpot Engagements Data Source contains the text of every email sales rep sent or received, which is rarely essential for the OKRs. To speed up the syncs, one can now exclude the "email_text" field from sync.
We take the data integrations in Gtmhub to the next level by connecting the KPIs and OKRs. KPIs in Gtmhub are particular types of Insights that are being grouped and tracked over time, together with weekly / monthly changes.
With this new functionality, users can track their KPIs in real-time and selectively decide to improve KPIs by linking them to OKRs.
Use Case: After noticing that NPS KPI has been decreasing for several weeks, the user can create a new OKR called "Improve user satisfaction" and set the Key Result related to the NPS.
Gtmhub provides isolated search functionality in multiple places. In Q2, we will provide a centralized, faceted search across the system to allow you to find the information you need quickly.
Use Case: Searching for the term "revenue" will return all objectives, key results, Insights, and tasks that contain the phrase - organized by the type of data.
Reports: Usage Reports
In Q1, we have released Performance and Process Reports. We continue to build on top of that momentum by introducing the Usage Reports.
With these new reports, you will be able to see how often and how well your employees are using Gtmhub, which teams are more successful, and what are the areas that could be improved.
Use Case: After observing the Usage Reports, you may notice that the Engineering team is using Gtmhub four times as much as the Sales team. Correlating this Insight with the relative attainment of the OKRs, you may decide to ask the Engineering team to share their best practices.
OKR Statuses and Retrospective Reports
To tackle complexity, we are introducing a new feature on OKRs - the ability to set status. The available states are "Not Started," "In Progress," and "Completed". When you mark OKR as "Completed," we will also ask you to say what the outcome was. Possible values are "Achieved" and "Not Achieved" with the ability to provide further context.
By default, all OKR views in Gtmhub will be showing only OKRs that are either "Not Started" or "In Progress." Additionally, the OKRs Performance Reports will be showing the split between different statuses.
Use Case: The list of OKRs team is working on will be shrinking as the quarter goes by, allowing you to focus only on OKRs that have not been started or are in progress.
Reports: Team Heatmap
In Q1, we have introduced Performance Reports. We are now adding a brand new Report to Performance Reports called Team Heatmap. Team Heatmap will provide a visual way to see the relative performance of the various teams.
Use case: Quickly identify teams that need help or resources, by scanning the heatmap report.
Reports: Tag Heatmap
Similar to Team Heatmap Report, we are also adding Heatmap Reports based on OKR Tags to the Performance Reports. With this report, you will be able to have a visual way of understanding what initiatives are going well and which ones may need your attention.
Use case: Get a regular 30,000 feet overview of how well various initiatives in your company are performing.
The New Hub
We are completely revamping the Hub to answer three critical questions for every user of Gtmhub:
- How are we doing?
- What do I need to know?
- What do I need to do?
The New Hub will show you the current progress of the company, your team, and your own. It will show you the relevant updates on tasks and OKRs of your team and people you work with often and finally list upcoming Tasks.
Use Case: The New Hub becomes the first thing you check in the morning while drinking your first coffee.
OKRs Grid: Saved Views
The OKRs Grid in Gtmhub is one of the most popular features with powerful abilities to filter, sort, slice, and dice OKRs. We are making the grid even more potent with the ability to save views and easily switch between different perspectives on OKRs..
Use Case: OKRs Grid provides the ability to filter only OKRs in a specific range of attainment. One can use that filter to show OKRs with less than 30% attainment and save the view as "Struggling OKRs."
Use Case: You may want to automatically mark OKR as Complete once it hits 70% attainment. You will be able to install (and modify) Automation that does that from Marketplace with one click.
Bulk Action Wizard for Copy, Clone, and Move actions
Gtmhub already supports bulk activities for copying, cloning, and moving OKRs en masse. Sometimes, however, one wants to modify this behavior, and the new wizard for bulk actions will allow you full control over such operations.
Use Case: When cloning OKRs, the wizard will let you decide if you want the progress of OKRs to be cloned as well or reset to zero.
RPA: OKR Progress Event
Gtmhub Robotic Process Automation is built on the Event > Condition > Action paradigm. In Q2 2020, we are adding a new type of event that will be triggered when an OKR attainment reaches a certain level.
Use Case: Mark OKR as complete as soon as OKR hits 70% or more attainment.
RPA: Custom Fields support in Conditions
Gtmhub Robotic Process Automation is built on the Event > Condition > Action paradigm. In Q2 2020, we are adding support for Custom Fields in RPA Conditions.
Use Case: You could add a Custom Field called "OKR Type" to Objectives with possible values "Aspirational" and "Committed." Any time a new OKR that is of type "Committed" is created, you could send an email to yourself.
RPA: Web Request Action
Gtmhub Robotic Process Automation is built on the Event > Condition > Action paradigm. In Q2 2020, we are adding a new type of Action that can create a REST API call to an external system.
Use Case: Update Employee's SAP SuccessFactors profile with a list of successful OKRs, each time an OKR attainment passes 70%.
RPA: Data Source Sync Event
Gtmhub Robotic Process Automation is built on the Event > Condition > Action paradigm. In Q2 2020, we are adding a new type of event that will be triggered when data source sync has completed - successfully or not.
Use Case: You can automatically send yourself an email when data sync fails.
Alignment: Folder View
Gtmhub offers complete flexibility when it comes to aligning OKRs. The absolute flexibility sometimes results in the lack of a meaningful structure. So, in Q2, we are introducing a somewhat more structured way to align your OKRs.
With the Folder View, it is possible to conceptualize various levels of alignment and also handle order of magnitude more OKRs while still maintaining clarity and transparency.
Use Case: A company decided that there are only four levels of OKRs: Executives, VP, Director, and Individual Contributors. All of the OKRs must fit into one of the four levels, providing a clear structure.
Platform: Gtmhub Apps
Power usually comes at the expense of simplicity. We understand that many of the features and workflows will be used only by a fraction of the users.
To this end, we are introducing Apps for Gtmhub - a fully extensible framework to extend and modify Gtmhub. The Apps, of course, will live in the Marketplace. We will launch the Apps with five often requested features in collaboration with our partners.
Use Case: Display Mission & Vision, together with company branding in Gtmhub. There is an app for that!
Soft Delete for Sessions, OKRs, KRs, Tasks, Insights, and Insightboards
Mistakes happen. To avoid mistakes such as accidentally deleting sessions, OKRs, KRs, Tasks, Insights, or Insightboards - we are introducing the concept of "soft delete" or recycle bin. Simply, you will be able to recover deleted items.
Note: Due to the COVID-19 induced lockdowns, we are postponing some of the items on the Q2 Roadmap.