Building dashboards

Put the reports that matter on one page the whole team checks every morning.

What you will learn

Arranging reports on a grid — new inquiries, open deals, replies owed — so the morning check is one page, not four tabs.

Building focused dashboards for a purpose — the sales standup, the month review — instead of one page that answers nothing well.

Making a dashboard the shared reference, so 'how are we doing?' has one answer everyone is looking at.