Guide

Dashboard Design: Visualize Your Business

Bad dashboards hide data. Good dashboards reveal it. Learn to design dashboards that drive decisions and accountability.

Dashboard Principles

Show actionable KPIs

Include metrics that drive decisions. Skip vanity metrics that don't inform action.

Visualize trends

Line charts show trends over time. Bar charts compare categories. Gauge charts show progress toward target.

Enable drill-down

Click on aggregate number to see detail. Pipeline by rep, revenue by region, etc.

Refresh frequently

Daily dashboards stay relevant. Stale data is worthless. Automate updates.

Less is more

5-7 key metrics per dashboard. More than that and audiences get overwhelmed.

Dashboard Types

Executive Dashboard: ARR, growth rate, churn, NRR, CAC, LTV. High-level business health.

Sales Dashboard: Pipeline, forecast, win rate, deal velocity. Rep performance and coaching.

Marketing Dashboard: Lead generation, cost per lead, lead to opportunity, pipeline contribution.

Customer Success Dashboard: Churn, NRR, health score, renewal rate. Retention and expansion focus.

Operational Dashboard: Data quality, sync health, error rates. System and process monitoring.

Design dashboards for your business

Work with a consultant to build dashboards that drive accountability and decisions.

Dashboard Design Workshop

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Or start with the revenue operations overview that the rest of these hang off.

Have a messy system?

That is usually where we can help.

Tell us what is not working, what is still manual, or what you cannot currently see clearly. If it is not something we should take on, we will tell you that too.

Discuss a project

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Start with whichever is true

Taking on new work.