Every investors want to know what's going on with their investments.  Providing monthly KPIs is one of the best way to form this relationship.  Google Docs is probably the most underrated tool on the web.  It's free.  Everyone is familiar with it and it can be accessed by anyone.


This tutorial will show you how to turn a boring but awesome Google Spreadsheet into this:





Let's start off by updating our investors with KPIs.


Go to the Overview page and under Content select the KPI icon.





Now you will need a Google account in order to get access to Google Docs.  You can find it here: Google Docs


Once available you can name your spreadsheet whatever you like.  We just kept it simple and called it KPI.  Start by looking at our KPI demo template to get an idea of the format.  You can copy our template and change the example by inputting your own data.  You can also add new worksheets so you can keep track of KPIs on a regular basis such as monthly or bi-weekly.




Once you have your KPIs entered in the spreadsheet it's time to connect them with pitchXO using the Google Docs ID.


How to find your ID?  Go into your spreadsheet, click on 'File' and 'Publish to the Web'. Confirm the publishing, and check the 'Document link' that Google Sheets shows you. The link will look something like this:


https://docs.google.com/spreadsheets/d/1D0BDAfVOz5Gig9V9vom6kYmZ1h_rLymry3q23jJ9S24/pubhtml

Your Google Doc ID would be: 1D0BDAfVOz5Gig9V9vom6kYmZ1h_rLymry3q23jJ9S24


Paste the Google Doc ID in the space provided below:




  • Connect your sheet
  • Re-publish