How to configure custom dashboards in Kluster to track B2B metrics

If you're responsible for sales, revenue ops, or just getting actual answers out of your data, you're probably tired of dashboards that look pretty but don't tell you what you need to know. This guide is for anyone who wants to cut through the noise and set up focused B2B dashboards in Kluster—the sales analytics tool, not the cloud storage company—so you can actually track what matters.

Let's walk step-by-step through building dashboards that help you make decisions, not just fill slides.


1. Define the B2B Metrics That Matter (Don’t Skip This)

Before you open Kluster, get clear on what you really want to track. Not all metrics are equal, and honestly, most dashboards get cluttered because someone tried to measure everything.

For B2B sales, focus on: - Pipeline health: New opportunities, pipeline value, stage distribution - Conversion rates: Lead-to-opportunity, opportunity-to-win, stage-by-stage dropoff - Sales velocity: How fast deals move through each stage - Win/loss: Volume, value, reasons - Forecast accuracy: How close were you, really?

Pro tip: Ignore “vanity metrics” like email opens, unless you’ve got a burning reason. If it doesn’t change what you do next, it’s probably not worth the pixel space.

Action:
Make a shortlist (3–7 metrics) that answer your team's real questions. Write them down. This list is your map.


2. Get Your Data Ready in Kluster

Kluster pulls in data from your CRM (Salesforce, HubSpot, and others), but garbage in, garbage out still applies. If your CRM is a mess, your dashboards will be too.

Do These Quick Checks:

  • Are opportunity stages up to date? Old deals clog everything.
  • Are owners/teams mapped correctly? Or will “Unknown” get half your pie charts?
  • Are close dates and values realistic? If every deal closes on the last day of the quarter, you’ve got cleanup to do.

If you spot issues, fix what you can—don’t wait for “perfect.” You can always tweak later.

Pro tip: Kluster’s data mapping is pretty forgiving, but double-check which fields sync over. Sometimes custom fields need manual mapping.


3. Create a New Custom Dashboard

Now the fun (or at least the point of this article) starts.

  1. Log in to Kluster.
  2. On the left sidebar, find Dashboards and click Create New Dashboard.
  3. Give your dashboard a clear name. “Q2 B2B Pipeline” is better than “My View.”
  4. Decide on permissions. Who really needs to see this? Sharing with everyone is tempting, but it gets messy fast.

Pro tip: Start with one dashboard per core purpose. You can always duplicate and tweak for different teams later.


4. Add the Right Widgets (Don’t Just Add Everything)

This is where most dashboards go wrong—people add every chart, then try to explain what it all means. Resist the urge. Less is more.

Some Useful Kluster Widgets for B2B Sales:

  • Pipeline Overview: See current pipeline value and deal count at a glance.
  • Stage Funnel: Visualizes where deals drop off. Great for spotting bottlenecks.
  • Conversion Rate Table: Tracks conversion between stages over time.
  • Sales Velocity: Measures average deal age and time in stage.
  • Win/Loss Insights: See reasons for closed-won and closed-lost deals.
  • Forecast vs. Actual: Useful for holding yourself (and your team) accountable.

How to add: 1. Click Add Widget. 2. Pick from the list—use the search bar, it’s faster than scrolling. 3. Configure the widget: - Pick the metric and dimension (e.g., pipeline by owner, conversion by product) - Set time frames that matter (e.g., “Last 90 days,” “This quarter”) - Add filters (region, team, product line if needed) 4. Click Save.

Pro tip: Use consistent filters across your widgets. Comparing apples to oranges makes for very confusing meetings.


5. Customize Layout for Clarity

Kluster lets you drag and resize widgets. Don’t just leave them in the default grid.

  • Put key metrics up top—the stuff you’d answer if your boss called right now.
  • Group similar widgets together (e.g., all conversion stuff in one row).
  • Delete (or at least hide) anything that feels like filler.

Keep these questions in mind: - Can someone glance at this and know if we’re on track? - What would I actually act on, vs. what’s just “nice to know”?

If the answer is “I don’t know,” simplify until it’s obvious.


6. Set Up Automated Reports (Optional, But Handy)

You shouldn’t have to log into Kluster every day to know what’s going on. Set up automated reports so the right people get updates in their inbox.

How to set up: 1. On your dashboard, click Schedule Report. 2. Pick frequency (daily, weekly, monthly). 3. Choose recipients—think critically about who needs what. No one likes more email. 4. Add a short subject line and message so people know why they’re getting it.

Pro tip: Don’t CC the whole company. Start with your core sales or ops leaders and expand only if people ask.


7. Avoid Common Pitfalls

Even the best dashboards can fall into these traps. Save yourself the pain:

  • Overcomplicating: If you need to explain what a chart means every week, scrap it.
  • Tracking too much: Five actionable metrics beat fifteen that no one acts on.
  • Letting data get stale: If no one’s updating the CRM, your dashboard is just a fancy fiction.
  • Ignoring feedback: If people aren’t using your dashboard, ask why. Sometimes a tiny tweak (like clearer labels or fewer filters) makes all the difference.

8. Iterate and Improve (Don’t Aim for Perfect)

The first version of your dashboard won’t be perfect, and that’s fine. Use it for a week or two, then:

  • Ask your team what’s missing (or what’s never used)
  • Remove anything that’s ignored
  • Add what’s genuinely helpful
  • Tweak filters, layouts, or timeframes as your business evolves

Remember: Dashboards are for making decisions, not for looking impressive in screenshots.


Wrapping Up

Setting up custom dashboards in Kluster isn’t rocket science, but it’s easy to overthink. Start with the metrics that matter, keep your layout simple, and focus on dashboards you’ll actually use. Don’t worry about getting it perfect out of the gate—iterate as you go. The goal is to spend less time squinting at charts and more time taking action.

If you’re ever in doubt about what to track, ask: “Will this metric change what I do next?” If not, ditch it and move on.