If you’re in sales or marketing ops—or running a GTM team—you know that tracking key metrics is supposed to make your life easier. But honestly? Most dashboards are a mess. They’re either so cluttered nobody looks at them, or so stripped-down they’re useless. If you’re using Leveleleven to track your GTM metrics, you can do better. This guide is for anyone who wants dashboards that actually drive action, not just pretty charts for slide decks.
Here’s how to set up effective Leveleleven dashboards, avoid common traps, and focus on what really moves the needle.
1. Decide What Actually Matters (and Ignore the Rest)
Before you even log into Leveleleven, get clear on which metrics really matter for your team. Most sales orgs track too much—if you try to measure everything, you end up measuring nothing.
Figure Out Your Core GTM Metrics
Start by asking: What are the few behaviors or results that actually drive revenue or pipeline? For most GTM teams, that’s not a hundred things. It’s usually 3–7 KPIs, like:
- Qualified meetings booked
- Opportunities created
- Pipeline value added
- Deals closed
- Average deal size
- Stage conversion rates (e.g., demo → proposal)
- Key activity metrics (calls, emails, LinkedIn touches, etc.)
Don’t get cute tracking “likes” on LinkedIn or email opens unless you know they’re tied to real results.
Pro Tip: If you can’t explain to a new hire why you track a metric, cut it.
2. Map Your Metrics to Leveleleven’s Structure
Leveleleven is flexible, but that also means it’s easy to overcomplicate things. Here’s what works:
Understand the Building Blocks
- Scorecards: Daily/weekly activity tracking for individuals or teams.
- Leaderboards: Rankings based on specific metrics (calls, meetings, etc.).
- Challenges: Short-term contests to boost a behavior.
- TV Broadcasts: Big-screen dashboards for the sales floor.
Decide which metrics go where. For example:
- Use Scorecards for fundamental sales activities (calls, meetings).
- Use Leaderboards for high-impact outcomes (opportunities, revenue).
- Use Challenges sparingly—don’t create contest fatigue.
Map Metrics to Salesforce (or Your CRM)
Leveleleven pulls data from Salesforce. If your fields aren’t clean or standardized, your dashboards will be garbage. Take time to map each metric to a reliable field or report in your CRM.
Don’t: Track metrics you can’t reliably pull from your CRM. Do: Work with your ops team to fix data integrity before you build dashboards.
3. Build Dashboards People Will Actually Use
The best dashboards are simple, focused, and actionable. Here’s how to build them in Leveleleven:
a) Keep It Simple
- Limit each dashboard to 3–5 core metrics.
- Avoid “wallpaper” metrics—numbers that look nice but don’t drive behavior.
- Use clear labels. If a metric isn’t obvious at a glance, reword it.
b) Make It Personal
- Create dashboards for different roles (SDRs, AEs, Managers).
- Give reps dashboards that show their progress, not just team stats.
- For managers, highlight who’s ahead, who’s behind, and who needs coaching.
c) Visualize Progress, Not Just Activity
It’s easy to build a dashboard that just counts calls or emails. That’s a vanity trap. Show progress toward goals—like percent-to-quota, pipeline coverage, or stage conversions.
d) Use Alerts and Nudges—But Not Too Many
Leveleleven can notify reps when they fall behind or hit a target. This is good…in moderation. Too many alerts and people tune them out.
Pro Tip: Set “stretch” milestones for alerts, not just minimums. Recognize both effort and results.
4. Avoid the Most Common GTM Dashboard Mistakes
Here’s what trips up most teams:
Chasing Activity, Not Outcomes
If your dashboards are all about dials spinning up (calls, emails, touches), but pipeline isn’t growing, you’re tracking the wrong stuff. Track the activities that lead to results, but don’t confuse busywork for progress.
Ignoring Data Hygiene
Garbage in, garbage out. If reps can game the metrics (logging fake calls, backdating deals), your dashboards are worthless. Audit your data sources regularly.
Overengineering
Leveleleven has a lot of features, but you don’t need all of them. Don’t try to build a dashboard for every possible scenario. Too many metrics = nobody pays attention.
Measuring for Management, Not the Front Line
A dashboard that looks good in the board meeting but doesn’t help reps hit quota is a waste. Build for the people doing the work, not just the people watching.
5. Iterate, Don’t “Set and Forget”
The best dashboards are living tools. Set a calendar reminder to review them every quarter (or even monthly at first). Ask yourself:
- Are people actually using the dashboards?
- Have the metrics become noise?
- Are reps gaming the system?
- Has the business shifted (new segments, new products)?
Make small changes, not sweeping overhauls. Drop metrics that aren’t useful. Add new ones only when they’re proven to matter.
Pro Tip: Ask your team what’s helpful and what isn’t. If nobody looks at a metric, it probably doesn’t matter.
6. Practical Tips for Day-to-Day Usage
- Start with a team huddle: Review dashboards briefly at the beginning of the week, not just end-of-quarter.
- Celebrate wins in public: Use Leveleleven’s broadcasts to call out milestones, but don’t overdo the confetti.
- Use dashboards for coaching: Don’t just use them for “gotchas.” Good managers help reps interpret the data and improve.
- Keep mobile in mind: Many reps check dashboards on their phone. If it’s not readable there, it’s not useful.
What to Ignore (Seriously, Don’t Waste Your Time)
- Overly complex gamification: If you need a 10-minute explainer for your contest rules, your reps will roll their eyes and ignore it.
- Tracking every possible detail: You don’t need dashboards for “number of proposals printed” or “times CRM was logged in.”
- Leaderboards for everything: Not every metric needs a ranking. It can backfire and kill morale for middle performers.
Keep It Simple and Iterate
There’s no magic dashboard that’ll solve all your GTM problems. The best you can do is pick a handful of metrics that matter, set up clear and honest dashboards in Leveleleven, and revisit them regularly. Simplicity wins. Start with less, and add only when you know it makes a difference. Dashboards are tools, not trophies—make them work for your team, not the other way around.