Teams | Collaboration | Customer Service | Project Management

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How to give your CEO real-time performance visibility (without adding to anyone's workload)

Jun 17, 2026 By Sam Gane In Geckoboard
It's a familiar scramble. "The investor needs X report!", "The CEO wants to see how Y is doing!" Some poor soul has to rush around to pull all the requested data and deliver it to senior leadership, pronto. This usually means dropping everything else and spending an afternoon gathering data. Often by the time the report is viewed, the data is stale and leadership is left with an outdated picture of performance. Alexandre Naudin, Service Manager at Spash, described this well.
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How real-time sales dashboards improve team performance

Jun 17, 2026 By Tom Randle In Geckoboard
More than a sales vibe. When sales leaders come to us early in their journey, they often mention wanting to create more of a “sales vibe” or build a stronger “sales culture”. The problem is, vibe and culture don’t cut through when you’re asking a hard-nosed CFO for budget. And rightly so. The good news, and slightly ironically, is that those sales leaders are usually massively underselling what they’re trying to achieve.
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Stop Updating Your Slides by Hand: How to Auto-Update Google Slides with an MCP Server

Jun 16, 2026 By Luis Hernandez In Geckoboard
Picture this: it's Monday morning, town hall is at 2 pm, and someone has sent the usual calendar reminder: "Don't forget to update the weekly support deck!" You open the slide, look at last week's numbers still sitting there, and start the ritual. Open Zendesk. Find the right report. Check the date filter. Copy the number. Switch to Slides. Find the right text box. Paste. Repeat fifteen times. Silently wish you were somewhere else. You tried delegating it to an intern once.
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Frustrated investors? This is what they want. #Shorts #Startup #InvestorRelations

Jun 4, 2026 By Geckoboard In Geckoboard
Investors who don't know what's happening become frustrated investors. Christopher Ford, Director of Growth at HappyDoc, explains how Geckoboard eliminates confusion, keeps stakeholders aligned ahead of high-stakes meetings, and enables confident, data-backed decisions.
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The HubSpot Hygiene Dashboard: Fixing CRM and Pipeline Data Quality Without Micromanaging

Jun 1, 2026 By Tom Randle In Geckoboard
There are few things more frustrating for RevOps and sales leaders than poor-quality CRM data and deals that haven’t been updated properly. What makes it especially annoying is that it’s not a problem you can fix once. It needs active maintenance. Without it, standards slip. There’s an entropy to it. It’s also extremely common. We’ve had it in our own small sales team. There are countless Reddit threads on the subject.
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How TechChoice keeps their sales team motivated with real-time leaderboards #sales #salestips

Jun 1, 2026 By Geckoboard In Geckoboard
Eduardo Umaña, Business Operations Manager at TechChoice, shares how Geckoboard's sales leaderboards give reps instant visibility on quota attainment, progress toward President's Club, and how they stack up against their peers, all in one place and right where they work in Monday.com. If your sales team is flying blind on their own numbers, this one's worth a watch.
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How to monitor sales team performance in real time

May 28, 2026 By Ben Rees In Geckoboard
Most sales leaders I've spoken to manage their teams on a one-week lag. The Monday meeting reviews last Friday's numbers. The pipeline review on Thursday looks at data that was entered into the CRM sometime earlier in the week, by reps who were also trying to hit their calls target at the time. By the time a problem becomes visible, it is already several days old. This is not a people problem. It is an infrastructure problem.
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How TechChoice uses Geckoboard to track sales performance and prove ROI

May 20, 2026 By Sam Gane In Geckoboard
When a senior executive asks for an ROI number, they don't always understand the complexity behind it. They just want the answer. For Eduardo Umaña, Business Operations Manager at TechChoice, getting to that answer used to mean hours of work stitching together data from different tools. Geckoboard changed that.
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How TechChoice uses Geckoboard to track sales performance and prove ROI

May 20, 2026 By Geckoboard In Geckoboard
Eduardo Umaña, Business Operations Manager at TechChoice, explains how Geckoboard transformed the way his team tracks sales performance, proves ROI to technology providers, and gives every stakeholder from executives to sales reps the visibility they need to make decisions. Before Geckoboard, pulling together ROI calculations across HubSpot and other data sources was a painful manual process. Now, TechChoice's MDF ROI dashboards, sales leaderboards, and performance reports are all in one place and shareable in seconds.
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What high-performing sales and customer support teams have in common

May 18, 2026 By Sam Gane In Geckoboard
A data-driven performance culture. It’s something that leaders strive for but often don’t realise can be created just by sharing data openly with everyone. “Data-driven culture” is a phrase that's been around long enough to feel like a cliché, but the underlying problem of a team without one hasn't gone away. It’s one of the first things that comes up in new customer conversations at Geckoboard.
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