Performance widget

2 minute read
Contributors

Dark
Light

Article summary

Did you find this summary helpful?

Thank you for your feedback

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

What’s a performance widget

With performance widgets, you can compare individual or team performance based on multiple metrics and targets. To simplify the view and allow viewers to see whether people are on the right track at a glance, you may assign different colors to value ranges. Viewers can also toggle between team and individual views.

Building a performance widget

To build a new Performance widget:

Select your dashboard, click +New widget and select Performance from the gallery.
In the dashboard header, click to rename your widget and, optionally, + Add description.
Under Metric 1, select the first metric to include in the widget. The metric values will appear in the first column of the table, for each team/individual. Viewers can sort the table by the values in each column.
Check Measure against target to show the attainment value (metric/target percentage value) for each team or individual, in addition to the metric value, as a secondary number.
Check Assign display color to value ranges to color code the metric’s values, and apply green, yellow, and red indications to different ranges.
Note:
If Measure against target is selected, the ranges reflect the attainment value, rather than the metric’s value.
To add a metric to the widget, click Add metric and repeat the above steps. You can drag and drop the metrics to reorder the table columns.
Below your metrics, under Select team and period, you’ll notice the team member and date fields are set to be dynamic and respond to whatever is selected in your dashboard. You can change them to fixed values.
Note:
If you select fixed values for the team member and period, the widget would no longer respond to selections made on the dashboard level. The team selection will be applied to the selected metrics’ team member field, and the period selection will be applied to the selected metrics’ date field.
Select your Drilldown view: the deal board that opens up when viewers click to inspect the deals included in the widget.
Play with the Preview options on the right to validate your settings. When you’re happy with the results, click Save.

Best practices

To get the most out of performance widgets, we recommend:

Using color coding sensibly

The color coding should make sense for all teams/periods if the dashboard widget is set to work with dynamic teams and periods.

Therefore, use color coding only for metrics that have a standard definition of good across different teams and periods (such as win rate, ASP, attainment) and not metrics like Bookings or Pipeline created that can vary between teams and periods.

Using different ways to compare

To compare two periods’ performance, you can:

Place two performance widgets side-by-side
Place one performance widget at the top of the dashboard and a few KPI widgets, one for each metric included in the performance widget, underneath it.

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

Was this article helpful?

What's Next

Deals widget

In this article

What’s a performance widget
Building a performance widget
Best practices