Audience: Customer
Module: Analytics
Time to read: 4 minutes
Applies to: All plans
Quick answer
Dashboards provide visual summaries of performance across different areas of your business.
Common dashboard types
Depending on your plan and setup, dashboards may include:
• Strategy performance dashboards
• Marketing performance dashboards
• Sales and pipeline dashboards
• Project delivery dashboards
• Financial performance dashboards
What dashboards help you see
• Progress against goals
• Trends over time
• Bottlenecks and risks
• Areas requiring attention
Common mistakes
• Looking at dashboards without context
• Treating dashboards as static reports
Best practice
Dashboards should answer one question: What needs attention right now?
Related articles
• How do I interpret KPIs and metrics correctly?
• How often should I review analytics?