Dashboards are a great way to use data to drive your Revenue Cadence.
If you’re just getting started, the Top 3 “Must Have” Dashboards we hear customers asking for right now are the:
^ We created guides for each that include what questions ❓ you might want to start with, what widgets you would use to answer those 📊 (download the guides to access links to the articles on how to add each), + key reminders for effective dashboard use.
🔥Tips for making a great dashboard:
- Regular Reviews: Include the review as part of a cadence (notice how the above have key meetings - QBRs, Pipe Reviews, 1:1s - where they naturally fit).
- Actionable > Interesting: Make sure each widget serves a purpose that will help you make a decision in these meetings vs widgets that are just taking up space. Start with the questions you need to answer and build from there.
Tip: We like to break our questions into the 4 key goals of each meeting- example:- Review
- Inspect
- Optimize
- Execute
- Early Access: Share your dashboards with all folks in the meeting ahead of time so folks can digest the data and come prepared to discuss vs your typical “Bring your own report” style meeting where everyone is disputing the data. 🤦🏻
Any other must have dashboards you would add or tips for folks just getting started? 👇