How it works
1. Connect your Google account
Authorize Cloud Capital to see your Google Drive via OAuth. Only files you explicitly share are visible to your team.
2. Import a metric
Browse your Drive, share a sheet with your org, and map a data range to a named business metric.
3. Stay in sync
When numbers change in the sheet, any team member can refresh the metric with one click.
Step 1: Connect your Google account
Open Organization Settings
Navigate to Organization Settings in Cloud Capital and select the Data Connections tab.
Connect Google Sheets
Click Connect next to the Google Sheets option. This launches an OAuth authorization flow where you’ll grant Cloud Capital permission to access your Google Drive.
Cloud Capital only gains access to the individual files you choose to share — not your entire Drive. No one else on your team will see spreadsheets you haven’t explicitly shared with the organization.
Step 2: Import a metric from Google Sheets
Go to Business Metrics
Navigate to Business Metrics and click New Metric. You’ll see a drop-down — select Import from Google Sheets.
Browse your Drive and share a file
Click Browse my Drive to see your Google Sheets files. Select the spreadsheet you want to use as a data source, then click Share one file with the org.The file is now available as an organizational data source. Other team members will be able to collaborate using this specific sheet, but won’t gain broader access to your Drive.
Name your metric
Give the metric a descriptive name — for example, AI Customers or Monthly Active Users. This is the name that will appear throughout Cloud Capital.
Configure data orientation
Tell Cloud Capital how your sheet is structured:
| Setting | Choose this if… |
|---|---|
| Dates across the top | Your columns are months/dates and your rows are metrics |
| Dates down the side | Your rows are months/dates and your columns are metrics |
Set the data range
Specify which cells contain the data you want to import. Cloud Capital will detect a range automatically, but you can override it here if your sheet has headers, notes, or multiple datasets in the same tab.
Review the actuals vs. forecast split
By default, Cloud Capital treats data as follows:
- Past months (including the most recently completed month) → imported as actuals
- Current and future months → imported as forecasts
Step 3: Keeping data in sync
Once a metric is connected to Google Sheets, any changes made in the spreadsheet can be pulled into Cloud Capital on demand.Update numbers in Google Sheets
Make changes to the data in your spreadsheet as you normally would. Any member of your team with access to the sheet can update the numbers.
Refresh the metric in Cloud Capital
Open the metric in Cloud Capital and click the Refresh button. The values will update to match the current state of the sheet, and the Last synced timestamp will update to confirm it.
Refresh is currently manual — click the button whenever you want to pull in the latest numbers. Automatic syncing is planned for a future release.
Any member of your team can trigger a manual refresh, not just the person who originally connected or imported the metric.
Disconnecting a metric or removing a shared file
When you no longer want a metric to be tied to a Google Sheet, or you want to remove a shared file entirely, you have a few options.Disconnect the metric from Google Sheets (keep the metric)
Disconnect the metric from Google Sheets (keep the metric)
Open the metric and choose Disconnect from Sheets. The metric stays in Cloud Capital as a standard manually-managed business metric — historical data is preserved, but it will no longer sync from the spreadsheet.This is useful if you want to switch to entering numbers directly in Cloud Capital going forward.
Disconnect the metric and delete it
Disconnect the metric and delete it
Open the metric and choose Disconnect and delete. This removes both the Google Sheets connection and the metric itself from Cloud Capital.
Remove a shared file from the organization
Remove a shared file from the organization
Frequently asked questions
Can other team members see all of my Google Drive?
Can other team members see all of my Google Drive?
No. Cloud Capital only surfaces the specific files you choose to share with your organization. Your broader Drive and any unshared spreadsheets remain private.
Can multiple team members connect their own Google accounts?
Can multiple team members connect their own Google accounts?
Yes. Each person who completes the OAuth flow connects their own Google account independently. This means different team members can share different sheets — useful if different business metrics are owned by different people.
Can I import more than one metric from the same spreadsheet?
Can I import more than one metric from the same spreadsheet?
Yes. Once a sheet is shared with the organization, you can import multiple metrics from it by going through the Import from Google Sheets flow and specifying different data ranges each time.
What happens if I delete or rename the spreadsheet in Google Drive?
What happens if I delete or rename the spreadsheet in Google Drive?
Cloud Capital won’t be able to sync data from a file that has been deleted or had its permissions changed. The metric will remain in Cloud Capital with the last successfully synced values, but refreshing will fail. Reconnect or disconnect the metric accordingly.
Will syncing ever be automatic?
Will syncing ever be automatic?
Manual sync is the current behavior. Automatic background syncing is on the roadmap and will be introduced in a future release.