If you work in B2B sales, you already know the drill: too many numbers, not enough clarity. You need dashboards that actually help your team close deals, not just look pretty in a meeting. This guide cuts through the fluff and shows you exactly how to build and manage custom dashboards in Gyaan that give you what you need—without wasting your time.
Whether you’re a sales manager trying to coach your team, or a rep who just wants to see where you stand, these steps will help you set up dashboards that are actually useful. Let’s get into it.
Why Custom Dashboards Matter for B2B Sales
Before you start clicking around, let’s get honest: most “default” dashboards are either too generic or crammed with junk you don’t need. Custom dashboards let you:
- Zero in on metrics that matter (pipeline value, deal velocity, win rates, etc.)
- Cut out distractions (bye, vanity metrics)
- Give everyone—rep or manager—a clear picture of what to do next
But don’t get sucked into dashboard sprawl. More isn’t better. One solid dashboard beats five that nobody looks at.
Step 1: Decide What You Actually Need to Track
Don’t just copy whatever metrics the last sales blog post told you. Take a minute to ask:
- What do you really need to know to hit your targets?
- What will actually change your daily behavior or team strategy?
Common B2B sales metrics worth tracking: - Pipeline by stage (so you see bottlenecks) - Deal velocity (how fast deals move) - Forecast vs. actual closed sales - Activities per rep (calls, emails, meetings) - Win/loss rates by segment or rep
Skip these unless you have a good reason: - Number of page views (unless you’re marketing-focused) - Social media follows (not a sales metric) - Anything nobody on your team understands
Pro tip: If nobody can explain why a metric is on your dashboard in 30 seconds, cut it.
Step 2: Access and Understand Gyaan’s Dashboard Features
Once you’re clear on your goals, log in to Gyaan and head to the dashboard section. Gyaan gives you a few options:
- Prebuilt dashboards: These are fine for getting started, but don’t expect them to fit your workflow perfectly.
- Custom dashboards: This is where you make dashboards that actually help your team.
What you can (and can’t) do in Gyaan dashboards:
- You can: Choose data sources, pick from different chart types, set filters, and share dashboards with your team.
- You can’t: Build super-complex cross-object reports like you might in Salesforce (yet). Keep it simple.
Heads up: Some features (like advanced filters or integrations) might be locked behind certain subscription tiers. Don’t assume you can do it all unless you’ve checked your plan.
Step 3: Create a Custom Dashboard
Here’s how to build a dashboard that won’t collect dust.
1. Click “Create Dashboard”
There’s usually a button or menu for this—Gyaan doesn’t hide it.
2. Name Your Dashboard
Pick a name that makes sense. “Q3 Pipeline Health” is better than “Dashboard 2.”
3. Add Widgets for Key Metrics
For each metric you decided on, add a widget or chart. Most common options:
- Bar/column charts: Good for pipeline by stage, activities by rep
- Line charts: Track deal velocity over time
- Pie charts: Sometimes useful for win/loss rates, but don’t overdo it
- Tables: Great for detailed lists (open deals, lost deals, etc.)
Don’t: Add every chart type just because you can. Clutter is the enemy.
4. Connect Data Sources
Gyaan typically pulls in your CRM and sales data. Make sure you select the right data source for each widget. Double-check the filters—nothing kills trust in a dashboard faster than bad data.
5. Set Filters and Drill-Downs
Want to see results by rep, region, or product? Set up filters so you can slice and dice the data. Don’t go overboard—too many filters and nobody will know what they’re looking at.
6. Arrange and Resize
Drag and drop widgets to lay things out clearly. Put the most important numbers up top. Hide or shrink anything that’s not vital.
Step 4: Share and Set Permissions
There’s no point in a dashboard only you see (unless you like talking to yourself). Gyaan lets you:
- Share dashboards with individuals or teams
- Set permissions (view-only, edit, etc.)
- Send dashboard links or set up scheduled email reports
Reality check: Not everyone on your team needs edit access. If everyone can change the dashboard, it’ll get messy—fast.
Step 5: Keep Your Dashboards Up to Date
Dashboards aren’t “set and forget.” Here’s how to keep them useful:
- Review quarterly: Are the metrics still relevant? Is anything broken?
- Check for data issues: If a number looks weird, dig in. Don’t let bad data slide.
- Update as your process changes: New sales process? Add or remove metrics accordingly.
Pro tip: Ask your team which widgets they actually use. If nobody mentions a chart, kill it.
Step 6: Avoid Common Pitfalls
Here’s what trips up most teams (and how to dodge it):
- Too much data: More charts ≠ more insight. Focus on what drives action.
- Unclear ownership: Someone needs to “own” each dashboard—otherwise, they get stale.
- Ignoring feedback: If reps or managers say a dashboard isn’t helpful, listen. Iterate.
- Chasing perfect: Don’t get hung up on fancy visuals. Accuracy and clarity win every time.
Step 7: Iterate Based on What Works (and What Doesn’t)
No dashboard is perfect out of the gate. Here’s what to do after you launch:
- Set a reminder to review the dashboard after a month
- Ask the team what helps and what doesn’t
- Remove unused widgets, add what’s missing
- Don’t be afraid to start over with a blank slate if things get messy
Remember: It’s way easier to fix a simple dashboard than a monster full of useless graphs.
Pro Tips for B2B Sales Teams Using Gyaan
- Start simple. If you’ve never built a dashboard before, stick with 3-5 widgets at first.
- Automate where you can. Use Gyaan’s scheduled reports if your team hates logging in.
- Visuals matter, but clarity matters more. A plain table people use beats a flashy chart nobody understands.
- Document the “why.” Add notes or descriptions to each widget so everyone knows what they’re looking at.
Wrapping Up
Custom dashboards in Gyaan aren’t magic, but when you keep them focused, accurate, and simple, they’re actually useful. Don’t try to boil the ocean—pick a handful of metrics, set up clear dashboards, and revisit them regularly. The best dashboards are the ones your team checks every day, not the ones you show off once a quarter. Start small, keep it real, and iterate as you go. That’s how you get value from your sales data—no hype required.