Turn data into actionable insights with custom dashboards

Learn how Custom Dashboards empower sales and marketing leaders to make smarter, data-driven decisions that drive more pipeline.

Turn data into actionable insights with custom dashboards
Jessica Ding
Jessica Ding
November 23, 2021
min read
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Apple Podcast LinkGoogle Podcast LinkSpotify Podcast Link

As a B2B sales or marketing leader, you eat, sleep, and breathe data. How’s the business doing? Are we on track to meet our quarterly pipeline and sales goals? Are my sellers using their time and energy wisely? Data is invaluable because it sheds light on business performance and informs key decisions. But, data is only as effective as your ability to make use of it.

To drive growth in today’s hyper-competitive landscape, sales and marketing leaders are leaning into conversational sales and marketing programs that deliver a white-glove buying experience the moment a buyer arrives on the website. But they need a fast, easy, and reliable way to understand program performance and how to turn that data into actionable insights. That’s why we built Qualified Custom Dashboards.

Turn data into actionable insights with Qualified Custom Dashboards

Custom Dashboards are dashboards that can be tailored to fit your exact specifications. Hand-select data points—like number of sessions, conversations, pounces, meetings booked, date range, or business hours—then customize the appearance of each tile to visualize data in a way that is most useful to you.

These dashboards are designed to reveal important insights about your unique program so you can make smarter, data-driven decisions that improve team performance and deliver more pipeline. Plus, you can pull in data from additional platforms in your tech stack—like Salesforce CRM, marketing automation, account-based marketing, sales engagement, or data enrichment—to understand performance at both the visitor and account level.

Custom Dashboards allow customers to splice and dice data in a way that is most useful to them.

Eliminate the guesswork and make the right decisions every time

Custom Dashboards are a must for B2B sales and marketing leaders who are looking to optimize their conversational sales and marketing programs, drive growth, and improve sales rep performance. Here’s why:

  1. Fast and Easy to Use: Having copious amounts of data is great but can also be overwhelming. Custom Dashboards allow you to summarize information in an easily digestible snapshot view for revenue teams and leadership. All of this can be done in minutes with clicks and taps, no coding or downloading massive datasets required.
  2. Fully Customizable: Different team members have different priorities. Your AMER-based CMO, EMEA sales ops manager, and APAC sales leader each want to see different metrics. Custom Dashboards allow each user to leverage and view data that is most relevant to them, enabling them to make smarter, more informed decisions. 
  3. Complementary to Reports: There’s often confusion between dashboards and reports and the two are sometimes even used interchangeably. Let’s clear things up: dashboards provide a visual, dynamic summary view of your data whereas Reports provide a detailed, “point in time” list-view of your data. Our recommendation is to start with dashboards and leverage reports to dig deeper.

Create impactful dashboards that your team will actually use

Before diving in, start by asking yourself these key questions to help you focus and create the most impactful dashboards: 

  • What is the purpose of this dashboard? What decisions will it help make?
  • Who is the intended audience? How data-savvy are they?
  • What metrics are most impactful and relevant to include?
  • What time frame should your dashboard reflect? 
  • What is the most impactful way to display your data? Number, graphic, heat map, or something else?

Learn more today

Custom Dashboards are currently available on all plans for existing Qualified customers. Check out the Qualified University article to learn more and connect with your dedicated Qualified Success Architect to get started today. Otherwise, feel free to chat with us directly on our website at any time. Our team is here to help!

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