Teams | Collaboration | Customer Service | Project Management

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.

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.

Ben Newell, Geckoboard's VP of Product, on designing dashboards that focus a team on what matters. A dashboard is there to communicate, so the discipline is choosing the few things worth everyone's attention.

The strongest signal of product value is when someone brings it with them to the next job. Christopher Ford, now Director of Growth at HappyDoc, has used Geckoboard for five-plus years across multiple companies and roles. He explains why it stays in his toolkit.

Ben Newell, Geckoboard's VP of Product, on why building your own dashboard with an AI agent looks fast until you need to trust the number. AI has no underlying data model, so getting a metric to come back right, and the same every time, is the hard part. Geckoboard has already done that work.

Ben Newell, Geckoboard's VP of Product, on how real-time data changes the way a team performs, and the thinking behind how Geckoboard is built.

Zendesk Explore is powerful - but it wasn't built for live visibility. Kris Parker at Tithe.ly needed data accessible on any device, easy to understand at a glance. With Geckoboard, the team had more insight in minutes than they'd previously had at all.

Every morning at Simba, the CX team opens the dashboard before anything else. Graham Paddon, Head of CX, explains how real-time workload data shapes their standup, surfaces problems early, and gives managers the insight they need to act - not just observe.