Design a dashboard that tracks core metrics, shows trends, highlights problems, and keeps the team focused on what matters.
A scorecard is your growth cockpit. It shows whether you're on track, off course, or accelerating. Without one, teams argue about priorities using gut feel. With one, data drives decisions. Your scorecard should show last week vs this week, trends over 12 weeks, and color-coded alerts for metrics moving the wrong direction. Keep it simple 12-15 metrics maximum. Review it weekly with the team to spot issues early and adjust fast.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Web analytics that tracks user behaviour and conversions, essential for understanding traffic and lead sources when configured well.
Free dashboard tool that pulls data from many sources, great for quick reports and shareable views.
Dashboard tool with fast connectors and scorecards, ideal for exec views and alerts when you need speed over deep modelling.
Flexible workspace for docs, wikis, and lightweight databases ideal when you need custom systems without heavy project management overhead.
Resolve bottlenecks fast with the EOS framework. Identify problems, discuss solutions, solve them, and assign clear ownership.
Strategy without tracking becomes wishful thinking. Build a rhythm that spots problems early, doubles down on what works, and keeps the team aligned on priorities. Turn data into decisions and decisions into momentum.
See playbookSelect metrics that reveal whether you're achieving strategic goals to track progress and identify problems before they become expensive to fix.
Choose one metric that best predicts long-term success to align your entire team on what matters and avoid conflicting priorities that dilute focus.
Calculate the percentage of visitors who complete desired actions to identify friction points and measure the effectiveness of marketing and product changes.
Measure the month-over-month growth in qualified leads to predict future revenue and catch pipeline problems before they impact revenue three months later.
Track how fast your pipeline of ready-to-buy leads grows to forecast sales capacity needs and spot when lead quality or sales efficiency changes.
