How to build custom dashboards in Hypertide to track your go to market metrics

If you run sales, marketing, or product and need to actually see what’s working (and what’s not), you know most dashboards are a hot mess. Data’s everywhere, nothing lines up, and half the metrics are just noise. This guide is for anyone who wants to use Hypertide to build dashboards that cut through the clutter and help teams focus on what matters for go-to-market (GTM). No fluff—just practical steps to get your own dashboards up and running, and common traps to avoid.

Step 1: Get Clear on What You Actually Want to Track

Before you even log into Hypertide, spend 10 minutes with a pen and paper. No, seriously. What are the real questions you need answered? In GTM, the most useful metrics usually fall into a handful of buckets:

  • Pipeline: Leads, deals created, forecasted revenue
  • Acquisition: Website signups, trial starts, demo requests
  • Conversion: Free-to-paid, demo-to-customer, sales cycle length
  • Engagement: Product usage, churn risk, feature adoption
  • Revenue: ARR, MRR, expansion, contraction, churn

Pro tip: Ignore “vanity” metrics (like page views or social followers) unless you know exactly how they tie to revenue or pipeline. Ask “so what?”—if you can’t answer it, don’t bother tracking it.

Step 2: Connect Data Sources to Hypertide

Hypertide’s pitch is that it lets you pull in data from all the usual places. In reality, integrations can be hit-or-miss depending on how your stack’s set up. Here’s how to get started:

  1. Go to “Data Sources” in Hypertide.
  2. Connect the essentials:
    • Salesforce or HubSpot (for pipeline, revenue)
    • Google Analytics (for acquisition)
    • Product analytics (Mixpanel, Amplitude, or Segment)
    • Billing (Stripe, Chargebee, etc.)
    • Any homegrown data? Use the API or CSV upload.
  3. Watch for these headaches:
    • Field mismatches: “Deal Value” in Salesforce isn’t always the same as “Revenue” in your billing system. Map carefully.
    • Data lag: Some integrations sync hourly, some daily. Don’t expect real-time unless you’ve paid for it (and even then...).
    • Auth issues: If you’re not the admin, get someone who is.

Skip this trap: Don’t add every data source just because you can. More data = more confusion. Add sources you actually need for your GTM metrics.

Step 3: Build Your First Dashboard—Start Simple

Now you’ve got data flowing in, it’s tempting to go wild with charts. Don’t. Start with one page that answers the three biggest questions for your GTM team.

  1. Create a new dashboard. Give it a clear name (not “Dashboard 1”).
  2. Add a handful of widgets (3–5, tops):
    • Pipeline health (Deals created this month, pipeline coverage)
    • Acquisition funnel (Signups → Demos → Opportunities)
    • Conversion rate (Demo-to-customer or trial-to-paid)
    • Churn & expansion (MRR lost and gained)
  3. Pick the right chart types:
    • Use bar/line charts for trends over time.
    • Funnels for conversion steps.
    • Tables only for lists that matter—don’t make people scroll.
  4. Set filters and date ranges: Default to “last 30 days” or “this quarter.” Let people adjust, but don’t overwhelm with options.

What works: Less is more. If you can’t look at your dashboard and say, “I know what’s on fire and what’s working,” it’s too noisy.

Step 4: Customize and Share

A dashboard is only useful if people actually use it. Here’s where Hypertide’s collaboration features can help—but only if you keep it simple.

  • Set permissions: Only give editing rights to folks who’ll actually maintain the dashboard. Everyone else gets view access.
  • Schedule regular updates: Set up daily or weekly email digests, but don’t spam. Weekly is enough for most GTM teams.
  • Add context: Use text blocks to explain why a metric matters. “This is our pipeline coverage—if it drops below 3x, we’re in trouble.”
  • Share links, not screenshots: Hypertide links update automatically. Screenshots are dead the minute you take them.

Ignore: The urge to make every dashboard a “single source of truth” for everyone. Sales and marketing need different things. Make separate dashboards if you must.

Step 5: Iterate—Don’t Try to Nail It on Day One

The first version of your dashboard will be wrong. That’s normal. Here’s how to avoid dashboard bloat and keep things useful:

  • Review monthly: What’s getting used? What’s ignored? Cut the noise.
  • Ask for feedback: What does your team actually look at? Remove the rest.
  • Tweak metrics: Definitions change (e.g., what counts as a lead). Update as your GTM process evolves.
  • Automate where possible: If you’re manually exporting data for a metric, either automate the source or drop it.

Pro tip: Perfection is the enemy. You want a dashboard that’s “good enough to act on,” not a data warehouse.

Common Mistakes (and How to Dodge Them)

  • Chasing too many metrics: More isn’t better. Five metrics you trust beat 50 you ignore.
  • Ignoring data quality: If your CRM is a mess, your dashboard will be too. Fix upstream problems as you find them.
  • Assuming everyone wants the same view: Sales, marketing, and execs need different dashboards. That’s fine.
  • Letting dashboards rot: If nobody updates the filters or definitions, your dashboard becomes useless fast.

Wrapping Up: Keep It Simple, Review Often

Building dashboards in Hypertide shouldn’t feel like a second job. Decide what matters for your go-to-market team, set up just enough tracking to get clear answers, and plan to revisit it every month or two. Don’t get seduced by fancy charts or endless integrations—start with the basics, and add only what’s genuinely useful. Simple dashboards are the ones people actually use. Iterate, don’t overthink, and focus on real decisions, not just pretty numbers.