Teams | Collaboration | Customer Service | Project Management

One glance. You know exactly what needs fixing. #Shorts #SalesManagement #SalesDashboard

At a glance, you know. MTD Training's COO Kelli Grinter explains how dashboards give the sales team a live view of what's winning and what needs attention - and how a bit of personality (celebrity images, anyone?) makes performance tracking something people actually enjoy.

Why Salesforce reporting fails sales teams #Shorts #SalesManagement #SalesforceReporting

Salesforce is the source of truth for most sales teams - but its reporting isn't built for non-technical people or for display. Gianluca Sardo, President of The Glasshouse, explains why Geckoboard's simplicity is the point: live data, visible to everyone, driving motivation and sales performance.

How to Connect Business Data to ChatGPT & Claude | Geckoboard Metrics MCP

Turn ChatGPT, Claude and other AI assistants into personal data analysts with the Geckoboard Metrics MCP. In this walkthrough, Geckoboard VP of Product Ben Newell explains how the Metrics MCP gives AI tools access to accurate, real-time business metrics, and shows you how to connect your data and get started. Most AI connectors return raw records, such as individual tickets, deals or calls. The AI must then retrieve those records, define the metric and calculate the result every time. This can be slow, token-intensive and inconsistent.