Data guide

Learn how to extract meaningful data from your Gtmhub account. Start setting OKRs and making decisions based on data!

36 articles in this collection
Written by Radoslav Georgiev, Radostina Chokova, Rusi Rusev and 6 others

Example: Create an insight with a List filter

Learn how to apply a filter of your insight to filter its output

Written by Rali Naydenova
Updated over a week ago

Example: Create an insight with visualizations

Learn how to use the insights engine to build powerful data visualizations

Written by Radoslav Georgiev
Updated over a week ago

Sample filter syntax

Learn how to use the SQL syntax for the most common filter types

Written by Rali Naydenova
Updated over a week ago

Example: Create an insight with metrics

Learn how to create an insight that sums data from a data source

Written by Radoslav Georgiev
Updated over a week ago

Example: Map a custom entity to a data source

Learn how to map the fields of a custom data entity to the fields of a Google Sheet

Written by Radoslav Georgiev
Updated over a week ago

Example: Connect a Google Sheet

Learn how to connect a Google Sheet as Gtmhub data source

Written by Radoslav Georgiev
Updated over a week ago

Example: Create a custom data entity

Learn how to create a data entity and connect it to a data source

Written by Radoslav Georgiev
Updated over a week ago

Using shortcuts in insightboards

Learn how you can save time and be more productive by using shortcuts in the Gtmhub insightboards

Written by Vesela Mihaylova-Bodo
Updated over a week ago

What's Cast Mode (TV) in Insightboards?

Display valuable data from your insightboards on big screens and accentuate on what matters the most

Written by Vesela Mihaylova-Bodo
Updated over a week ago

How do the Gtmhub data sources, entities and connection differ from other ones?

Explanation about Gtmhub as a data source and how it's different from other 3rd-party data source integrations.

Written by Rusi Rusev
Updated over a week ago

Getting Started with permissions

Permissions in the Insights module

How viewing permissions, create-update-delete permissions, and editing permissions work.

Written by Martin Voynikov
Updated over a week ago

The Data role

Learn what the Data role is and what permissions it has

Written by Lyubomir Hristev
Updated over a week ago

How to set custom permissions on Insightboards

Insightboards in your account may contain sensitive information that is relevant only for particular users in your account.

Written by Lyubomir Hristev
Updated over a week ago

How to organise your insightboards with tags and manage insights

Using tags, managing insights, and setting custom permissions.

Written by Martin Voynikov
Updated over a week ago

Mastering Gtmhub as a data source

Accessing the Gtmhub Reports and applying filters

Filters allows you to drill down specific information and data from a specific insight. Get all that you need in only a click!

Written by Lyubomir Hristev
Updated over a week ago

Reference: Gtmhub data source

Detailed description of all entities and their fields that are part of the Gtmhub data source connector

Written by Veronika Geneva
Updated over a week ago

Gtmhub styling guide for insights

Borders and layers helper classes

Written by Radostina Chokova
Updated over a week ago

Add a horizontal bar to an insight

Written by Radostina Chokova
Updated over a week ago

Add a badge to an insight

Written by Radostina Chokova
Updated over a week ago

Basic concepts of styling insights in Gtmhub

Get started with the main concepts of styling your insights in Gtmhub

Written by Radostina Chokova
Updated over a week ago

Marketplace Insights

Marketplace Insights: Pipedrive Deals

Create an insightboard to give you a closer look at the state of your Pipedrive deals

Written by Rali Naydenova
Updated this week

Marketplace Insights: Pipedrive Productivity

Create an insightboard to track your productivity with some metrics from your Pipedrive instance

Written by Rali Naydenova
Updated this week

Marketplace Insights: Pipedrive Sales Velocity

Create an insightboard to give you a closer look at the Sales Velocity of your Pipedrive deals

Written by Rali Naydenova
Updated this week

Marketplace Insights: Pipedrive Pipeline

Create an insightboard to give you a closer look at the sales pipeline of your Pipedrive deals

Written by Rali Naydenova
Updated this week

Marketplace Insights: Salesforce Sales Velocity

Create an insightboard to give you a closer look at the Sales Velocity of your Salesforce deals

Written by Rali Naydenova
Updated over a week ago

Marketplace Insights: Salesforce Campaigns

Create an insightboard to track your Salesforce Campaigns with few useful metrics

Written by Rali Naydenova
Updated over a week ago

Marketplace Insights: HubSpot Deals

Create an insightboard to give you a closer look at the state of your HubSpot deals.

Written by Rali Naydenova
Updated over a week ago

Marketplace Insights: HubSpot Pipeline

Create an insightboard to give you a closer look at the sales pipeline of your HubSpot deals

Written by Rali Naydenova
Updated over a week ago

Marketplace Insights: HubSpot Sales Velocity

Create an insightboard to give you a closer look at the Sales Velocity of your HubSpot deals

Written by Rali Naydenova
Updated over a week ago

Marketplace Insights: HubSpot Productivity

Create an insightboard to track your productivity with some metrics from your HubSpot instance

Written by Rali Naydenova
Updated over a week ago

Marketplace Insights: Users and Teams Management

An overview on your users and teams.

Written by Josh Vallejo
Updated over a week ago

Marketplace Insights: Health Check

Checking the health and progress of OKRs in your instance

Written by Josh Vallejo
Updated over a week ago

Marketplace Insights: New OKR Sessions

Insights for making sure your users are abiding by the right protocol for OKR creation

Written by Josh Vallejo
Updated over a week ago

Marketplace Insights: Tasks

Insight into seeing the progress of tasks in your instance

Written by Josh Vallejo
Updated over a week ago

Marketplace Insights: Monitoring Key Result Updates

Keeping tabs on your key results

Written by Josh Vallejo
Updated over a week ago

Marketplace Insights: End of the Cycle OKRs Progress Review

Looking at your most updated KRs and its progress

Written by Josh Vallejo
Updated over a week ago