With Geckoboard’s Pipedrive integration, it’s easy to share real-time pipeline data, leaderboards and other KPIs with your sales team to keep them aware and motivated.
Any Sales Director worth their salt knows you need to be on top of your numbers. And if you want your sales team to be successful, you need them to be on top of their numbers too. For many, the single best way of achieving this is with a sales dashboard. A sales dashboard gives you and your team a single view of your most important metrics – so you can access them at a glance.
If you work in a fast-paced business, it’s not hard to see why real-time analytics might be valuable. Being able to analyze live (or near-live) data can help you and your team react faster, and make more informed decisions in the moment. Setting up analytics and reporting systems always has the potential to cause a headache – this is especially true when it comes to working with real-time data.
Even though it’s sometimes seen as an enterprise-level business challenge, operational efficiency is a critical focus area for small to medium businesses (SMBs). Operational efficiency is about your business’s ability to deliver its products or services in an optimized and cost-effective way, minimizing waste and maximizing productivity. As a small business owner navigating growth, one of your biggest priorities has to be achieving operational efficiency.
For many, Excel spreadsheets are a no-nonsense way to keep track of your business KPIs. Whether you want to track company revenue, sales team performance or key marketing indicators, Excel is the go-to tool for many business leaders who want a simple way of monitoring the metrics that matter. However, you may have noticed that Excel is not the most effective way of getting your team to take notice of your KPIs.
Victor Figueroa, Farmers Insurance Agency Owner, was building out a sales call center when he realized his old whiteboard wasn’t quite up to the task. He tells us how switching to a real-time TV dashboard has ignited a competitive fire in his sales team. At the end of summer 2023, Victor had the chance to scale up his office space. He wanted to take this opportunity to expand not only the floor plan of his new office but also the way his team worked.
For many years now, monday.com has been a much-loved task management tool. Monday.com makes it easy to organize your team’s workflow, and stay on top of your deadlines. It also has some excellent dashboard tools you can use to track your teams progress and pull out different metrics and KPIs. However, if you’ve ever tried to display your monday.com dashboards on an office wallboard, you’ll know that these dashboards aren’t built with permanent TV display in mind.
Thorsten Hinterkeuser, Head of Customer Services at rahm GmbH tells us why wallboards are so important for his contact center and how they’ve positively impacted the whole team’s performance. Thorsten made a lot of changes when he moved into his role a year and a half ago. The team was moving to Salesforce which had a ripple effect for many of the other tools they were familiar with. He also had to change their phone service provider, and as a result the wallboard tool they were using.
monday.com users already have access to a fantastic dashboard tool within the product itself. However, if you want to create KPI dashboards that display monday.com data, but also real-time data from other sources such as Salesforce, Zendesk and Shopify, then you will need an additional dashboard solution. This is also the case if you want to create a TV dashboard that displays your monday.com KPIs.
If your team uses both monday.com and Slack then it’s likely you’ve tried their native integration for managing activity between the two channels. But what about reporting on the overall performance of your team with data from monday.com? When working on goals that extend further than individual tasks it can be helpful to have a holistic view of monday.com activity in a report.