Looker integration allows you to automate KRs, KPIs or create Insights in Gtmhub without writing a single line of code.
How to connect
In Gtmhub, navigate to Setup > Data Sources screen
Click the Add new data source button
From the Choose a connector dialog, select the BI and Analytics tab and then Looker.
Specify the name of the connection so that you can later distinguish your Looker connection.
More than one member of your organization can create Looker connections to be able to sync and use the data they have access to.
After the set-up is complete Looker appears as a data source with connection(s).
If you've automated KRs, KPIs, or created Insights with your data from Looker charts but you make changes to them or delete them, their sync breaks. You need to restore it by navigating to the broken entity/chart in Gtmhub, checking for a schema change, and clicking to update the schema ("Schema changes")
Automate KRs or KPIs with Looker data
Step 1 - Create a KR or a KPI
Step 2 - Select to track the progress automatically
Step 3 - Select Looker
Step 4 - Select "Automate it yourself"
Step 5 - Click to "Select from list"
Step 6 - Select from where you'd like to track progress. You can track either progress from a Look in Dashboards or you can select to track progress from a Look.
Option 1 - Track progress from a Look in Dashboard
Option 2 - Track progress from a Look
Step 7 - Continue to KR or KPI calculation
You can apply the below calculations:
You can also add one or more filters using the "+" icon
After adjusting the calculations hit "Execute" to get a result. The progress of the result will be used to track automatically your KR or KPI
If you're happy with the result click on "Looks correct" and add the value to your KR or KPI
Create Insights with Looker data
(You can work with a codeless editor or SQL expert editor)
Step 1 - From the main navigation select Insights - Insightsboards
Step 2 - Create an Insight and choose "Use codeless editor". Then enter the name and description of your Insight
Step 3 - Click to "Select from list"
Step 4 - Select Looker
Step 5 - Similar to KRs and KPIs select from where (Look in Dashboard or Look) you'd like to track data
Step 6 - Apply calculations and filters (if necessary) and hit "Execute"
Step 7 - Hit the "Save" button or "Save and leave" to save your Insight. You can add it to an Insighsboard