Overview
In this example, you create a Google Sheet with the monthly sales that has columns Sales, Status, and Amount to keep track of your monthly revenue.
You then connect the Google Sheet as a data source to your Gtmhub account, so that you can use it for insights and dynamic key results.
Create the Google Sheet
Perform the following:
- Create a new Google Sheet and name it Monthly sales
- Rename Sheet1 to SalesSheet
- In the first row, in cells A1, B1, and C1, enter Sales, Status, and Amount
- In the second row, in cells A2, B2, and C2, enter New European supplier, won, and 10000
- In the third row, in cells A3, B3, and C3, enter Renewal on medical supplier, in progress, and 2000
- In the fourth row, in cells A4, B4, and C4, enter Japanese rental car company, lost, and 0
- In the fifth row, in cells A5, B5, and C5, enter German car spears, uncertain, and 20000
- In the sixth row, in cells A6, B6, and C6, enter US university, won, and 7000
Connect the Google Sheet
Perform the following:
- In your Gtmhub account, in the navigation pane, expand Insights, and click Data sources.
- In the toolbar, click Add new data source.
- Click the Files tab.
- Click Google Spreadsheet.
- In Connection name, enter Connection to Monthly sales
- Click Authenticate data source.
- Authenticate with the Google account where you created the Google sheet.
- Select the Monthly sales sheet.
- Select SalesSheet and click Select data source.
- Click + Add my data source.
Results
The data source is synced and appears on the Data sources page under Google Spreadsheet > Connection to Monthly sales > SalesSheet.
Next steps
After you have created and connected the Google, you use its data to populate the fields of the Monthly sale opportunities data entity.
Perform procedure Example: Map a custom entity to a data source.