Dashboard Best Practices: Truly Meaningful Metrics

Nov 06, 2020

"What gets measured, gets managed." - Peter Drucker In this session we will dive into how to setup dashboards that can actually be used to improve results. You'll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You'll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives - and a visualization of how they should look in CRM dashboards.The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

Geoff Ables

Dynamic Communities


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