Building dashboards

Updated on 12 Jan 2025
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Who’s this for: RevOps
Where to go: Deals > Dashboards
Who can do this: Individuals with permission to manage revenue analytics

Revenue analytics dashboards serve any type of business analysis and can include a variety of analysis types.

Before building a new dashboard, either by starting from scratch or using a template, we recommend:

Planning: Identify the target audience for the dashboard, determine when and how frequently they'll use it, and clarify the key business questions it should address and their priority.
Exploring: Review existing dashboards to ensure a similar one doesn’t already exist.
Prebuilding: Set up your metrics and targets.

Start from scratch

To build your own custom dashboard:

Click +New dashboard > Build your own.
Give your dashboard a Name and Description to help others understand its purpose.
Start adding widgets to the dashboard. Our analysis types selection includes custom widgets (custom chart, KPI widget, performance widget), and widgets related to deals and forecast (deals widget, forecast rollup widget, trends widget, and changes widget).

Use a template

To generate a dashboard from a template:

Click +New dashboard > Generate from template. Each of the offered dashboard templates answers a broad business question. Each of the widgets generated by the selected template answers a more granular business question related to the parent business question.

Example

Performance review answers the question “how did the team perform recently?”, while the widgets generated by the template answer the following questions:

Widget name	Type	Question answered
Booking attainment	KPI widget	What’s the amount of bookings made in the selected period, and how is it progressing towards its target?
Overall win rate	KPI widget	What’s the percentage of closed-won deals out of all closed deals (by deal amount)?
Total pipeline created	KPI widget	What’s the total amount of deals created in the selected period?
ASP	KPI widget	What’s the average amount of deals won in the selected period?
Team performance	Performance widget	How did the team perform during the selected period?
Booking performance over time by team	Custom chart	What was the team’s booking performance in the last 4 quarters?
Pipeline created over time by type	Custom chart	How much pipeline was created in the last 4 quarters (by type)?
Win rate performance over time by team	Custom chart	What’s the percentage of closed-won deals out of all closed deals over the last 4 quarters?
ASP performance over time by type	Custom chart	What’s the average sales price of closed-won deals over the last 4 quarters?
Loss reasons	Custom chart	What amount was lost in the selected period (by reason)?
Highest value won deals	Deals widget	What are the highest value deals won in the selected period?
Highest value lost deals	Deals widget	What are the highest value deals lost in the selected period?
Next quarter's pipeline by close date and stage	Custom Chart	What does next quarter’s open pipeline look like (by close week and current stage)?

Select the template and click Let’s go.
After selecting your template, you’ll be walked through a short process of selecting metrics, targets, CRM fields, and lines of business required to generate the selected dashboard. If they are not set yet, set them and go back to generating the dashboard. For example, if you’re missing a metric, click Manage metrics from the metric selection dropdown, create your metric, and proceed.
After selecting these, click Generate dashboard.

Best practices

To get the most out of your dashboards, we recommend:

Keeping it simple

You can include as many widgets as you like, but we recommend keeping it simple with a minimal selection that viewers can easily digest.

Aligning team and period selection methods

When you start adding your widgets to dashboards, you’ll notice you can set the widget team member and date fields to be dynamic and respond to whatever is selected in the dashboard, or set them to fixed values.

It’s recommended to avoid mixing the two methods in a single dashboard. It’s best if all widgets are aligned, so viewers know what to expect when they change the date and team selection on the dashboard level.

Visit our Academy and find out how to utilize your dashboards to boost efficiencies and refine revenue operations

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What's Next

Managing dashboards

In this article

Start from scratch
Use a template
Best practices