Pro plan users can integrate with Google Sheets and pull metrics data from their surveys, which they can use in their maps and personas.
These can be any metrics relevant to your business or organization case, e.g.:
CX metrics: CSAT, NPS, CES, etc.
Business metrics: conversion rates, churn rates, customer lifetime value, etc.
Marketing metrics: cost per lead, customer acquisition cost, CTR, etc.
HR and employee performance metrics: quality of work, engagement, time to hire, etc.
It can be ANY metrics added manually or automatically pulled to a Google Sheet from third-party software (e.g., Medallia).
You must first set up the integration to use metrics data from Google Sheets.
How to integrate with Google Sheets
To set up the integration….
Navigate to Workspaces > Integrations
Click ‘SIGN IN WITH GOOGLE’ to start pulling data from your Google Sheets.
Once set up, all workspace contributors will be able to use this integration in their documents.
Note: You can connect multiple Google Drives to your workspace if needed.
How to pull metrics from Google Sheets
When the integration is set up, go to Team Library > Metrics
Click ‘ADD METRIC’ and select Google Sheets as the data source. Pick a Google Drive account with the spreadsheet you want to use.
Select the spreadsheet and worksheet with metric entries inside it. Map columns, change the metric type, specify the target value, and save the new metric.
Note: You can use default and custom metrics (numbers and percent).
That's it! You can use the metric in your maps and personas.