Best Practice Dashboard Examples?

@Greg Sundermann One hygiene dashboard we have set up for reps/managers is to review overdue deals and deals unchanged/untouched within the past 7 days. The purpose of this dashboard is to keep pipelines clean as we have seen issues with reps not updating deals on a consistent basis. There is probably much more we could add in like slipped deals from Flow but it’s a fairly simple dashboard just to keep things simple. 

@Zavdiel Ocampo - helpful community post in building dashboards

@Greg Sundermann - I’d suggest blending together some widgets that your team wants and putting together a few widgets that may be outside of what their current focus is.

Ask your stakeholders what motions they want to focus on or what they want to ensure reps are doing.That can inform a good portion of the dashboard’s widgets. 

In terms of grabbing things outside of their immediate focus, to Steph’s point, a dashboard that is focused on pipeline hygiene is always beneficial. Either noting overdue deals or deals that are coming up to close date but are in early stages, etc. 

Another area I’d suggest is to have some next quarter looking widgets so the team is always thinking about the pipeline they are building for out quarters. 

@Justin Rogers one to look at based on Wednesdays chat :).

@Greg Sundermann know this request was a while back, but in case it’s still relevant for you, we recently created these guides to think through key cadence meetings and the dashboard widgets you could use based on key questions folks are asking/managing on during the calls:

• QBR Dashboard 
• Pipeline Health Dashboard
• 1:1 Dashboard