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Documentation Index

Fetch the complete documentation index at: https://mintlify.com/vercel-labs/oss-gtm-feedback/llms.txt

Use this file to discover all available pages before exploring further.

GTM Feedback integrates with your CRM to track customer accounts and sales opportunities, providing crucial business context for every piece of feedback.

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Account Tracking

Accounts represent your customers and prospects in the system.

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Account Data

Account information is synced from Salesforce and includes:

Basic Information

  • Account name
  • Account type
  • Region
  • Website
  • Company logo

Business Metrics

  • Annual Recurring Revenue (ARR)
  • Enterprise status flag
  • Account creation date
  • Last updated timestamp

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Account Pages

Each account has a dedicated page at /accounts/[accountId] showing:
1

Account header

  • Company logo (if available)
  • Account name
  • Total feedback count
  • Total ARR from account and opportunities
  • Website link
2

Feedback by severity

All feedback from this account, organized into expandable sections:
  • High Severity - Critical customer needs
  • Medium Severity - Important requests
  • Low Severity - Nice-to-have items
3

Feedback details

Each feedback item shows:
  • Feature request title and link
  • Request status badge (Open, Shipped, Deprioritized)
  • Customer pain description
  • Creator and creation date
When adding feedback, the account search provides:
  • Real-time search - Type to filter accounts by name
  • Logo display - Visual account identification
  • ARR context - See account value while selecting
  • Recent accounts - Quick access to frequently used accounts
Account data is automatically synced from Salesforce, so you don’t need to manually manage accounts in GTM Feedback.

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Opportunity Linking

Link feedback to specific sales opportunities for deal-level tracking.

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Opportunity Data

Opportunity information synced from Salesforce includes: 
{
  id: string           // Salesforce opportunity ID
  accountId: string    // Parent account ID
  name: string         // Opportunity name
  arr: number         // Annual recurring revenue
  stage: string       // Sales stage
  closeDate: Date     // Expected close date
}

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Linking Opportunities

When creating or editing feedback:
  1. Select the account first - Opportunities are filtered by account
  2. Choose opportunity - Dropdown shows all opportunities for that account
  3. Optional field - You can skip opportunity selection if not applicable
Skip opportunity linking when:
  • Feedback is general product improvement
  • Not tied to any specific deal
  • Account-level tracking is sufficient
  • Multiple opportunities might benefit

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ARR Calculations

GTM Feedback automatically calculates ARR (Annual Recurring Revenue) to help prioritize features.

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Account-Level ARR

The ARR associated with an account includes:
  • Base ARR - Current account ARR from Salesforce
  • Opportunity ARR - Sum of ARR from open opportunities

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Request-Level ARR

For each feature request, see:
Total ARR from all open sales opportunities linked to feedback for this request.This represents revenue at risk if the feature isn’t delivered.

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Area-Level ARR

Product area analytics show:
  • Total ARR across all requests in the area
  • ARR by request priority
  • ARR trends over time
ARR is displayed in USD format with appropriate scaling (e.g., 1.2Mfor1.2M for 1,200,000).

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CRM Data Schema

Data synced from Salesforce follows this structure:

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Accounts Table

sfdc_accounts {
  id: text              // Primary key from Salesforce
  name: text            // Company name
  type: text            // Account type
  region_name: text     // Geographic region
  arr: numeric(14,2)    // Annual recurring revenue
  is_enterprise: bool   // Enterprise customer flag
  website: text         // Company website
  logo: text           // Logo URL
  link: text           // Salesforce URL
  created_at: timestamp
  updated_at: timestamp
}

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Opportunities Table

sfdc_opportunities {
  id: text              // Primary key from Salesforce
  account_id: text      // Foreign key to accounts
  name: text            // Opportunity name
  arr: numeric(14,2)    // Deal ARR value
  stage: text          // Current sales stage
  close_date: date     // Expected close date
  created_at: timestamp
  updated_at: timestamp
}

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Feedback-Account Relationship

Each feedback entry must be linked to exactly one account: 
feedback {
  id: uuid
  requestId: uuid           // Feature request
  accountId: text           // Required - Salesforce account ID
  opportunityId: text       // Optional - Salesforce opportunity ID
  severity: enum            // low | medium | high
  description: text         // Customer pain
  creator: uuid             // User who created
  externalLinks: text[]     // Supporting links
  createdAt: timestamp
}
You cannot create feedback without selecting an account. This ensures all feedback has proper business context.

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Account Insights

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Per Account

On account pages, see:
  • Feedback distribution - Count by severity level
  • Feature interests - Which features this customer cares about
  • Request status - How many requests are open vs. shipped
  • Engagement timeline - When feedback was provided

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Across Accounts

In aggregate views, understand:
  • Top accounts by feedback - Most engaged customers
  • Enterprise focus - Feedback from enterprise accounts
  • Regional patterns - Feedback by geographic region
  • ARR influence - Which accounts drive feature priority

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Best Practices

Link opportunities when:
  • Feature is blocking a deal
  • Sales team needs to track deal-specific features
  • Close date creates urgency
  • Deal ARR is significant
Ensure your Salesforce data is current:
  • Update ARR regularly
  • Keep opportunity stages current
  • Archive closed-lost opportunities
  • Maintain accurate close dates
Use account pages to:
  • Prepare for customer calls
  • Review feedback before renewals
  • Understand customer priorities
  • Track feature delivery for specific accounts

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