Looking for a no-nonsense way to actually see what’s happening with your sales team? This guide is for sales managers, team leads, or anyone who’s tired of staring at spreadsheets or dashboards that don’t actually help. Whether you’re new to Motidash or just want to get more out of it, I’ll walk you through building dashboards that make sense for your team—without wasting time on fluff.
Why Use Custom Dashboards in Motidash?
Let’s get this out of the way: not every sales team needs custom dashboards. But if you’re tired of sifting through irrelevant metrics or clicking around clunky reports, a dashboard built for your team’s real priorities can save you hours each week. Dashboards in Motidash can help you:
- Track what actually matters (pipeline, deals closed, activities, etc.)
- Spot problems before they become disasters
- Motivate your team with live stats (if you’re into that)
- Cut out the noise—no more vanity metrics
Just keep in mind: a dashboard is only as useful as the data you put in and the time you spend keeping it up. Don’t overthink it.
Step 1: Decide What Your Team Actually Needs
Before you even open Motidash, ask yourself (and your team): what do we really need to see every day? Start with the basics:
- Top-line metrics: Deals closed, pipeline value, lead volume
- Activity tracking: Calls made, emails sent, demos scheduled
- Conversion rates: Stage-to-stage, lead-to-customer
- Individual & team performance: Who’s crushing it, who needs help
Pro tip: Don’t try to track everything. Start with 4–6 metrics you truly care about. You can always add later.
Step 2: Get Your Data in Order
Motidash is only as good as the data you feed it. Garbage in, garbage out. Here’s what to double-check:
- CRM Connection: Make sure Motidash is linked to your CRM (Salesforce, HubSpot, whatever you use). Double-check permissions—sometimes integrations break quietly.
- Data Freshness: How often does your data sync? Real-time is great, but even hourly updates are usually fine for sales teams.
- Field Mapping: If your CRM has custom fields or weird naming, map them to Motidash. Otherwise, half your numbers might be “0.”
What to ignore: Don’t bother importing every single field. Just connect the essentials for your dashboard metrics.
Step 3: Create Your First Custom Dashboard
Once your data’s flowing, it’s time to actually build something. Here’s how:
- Log in and find the Dashboards section. Usually, it’s in the main nav—if not, use the search (seriously).
- Click “Create Dashboard” or the plus (+) icon. Give it a name. (“Sales Overview” is fine, but be specific if you’ve got lots of teams.)
- Choose your layout. Most sales teams do best with a simple grid—don’t get fancy with 12 panels unless you’re sure you need them.
- Add widgets (charts, tables, leaderboards, etc.).
- Pick from pre-made widgets (e.g., Pipeline by Rep, Deals Won This Month)
- Or create custom ones—select your data source, chart type, filters
- Arrange widgets. Drag and drop to put the most important stuff at the top. If it’s buried, people won’t look.
- Set date ranges. Rolling 30 days, current quarter, whatever matches how your team works.
Honest take: Most people go overboard with widgets. Less is more. The minute your dashboard starts to scroll, you’ll lose people.
Step 4: Customize for Your Team’s Workflow
One dashboard doesn’t fit all. Tailor it:
- Create separate dashboards for different teams (e.g., SDRs vs. AEs), or even for individuals if you want.
- Use filters—let people toggle by region, product line, or whatever matters to your org.
- Set up alerts or notifications if Motidash supports them. E.g., “Pipeline dropped below $X” or “No activity in 3 days.”
What works: Leaderboards (if your culture is competitive), simple pipeline charts, and activity snapshots.
What doesn’t: Overly complex funnel charts, “sentiment analysis,” or widgets nobody understands.
Step 5: Share and Collaborate (But Don’t Overdo It)
You want your team to actually use these dashboards. Here’s how to get them in front of people:
- Share links directly or embed dashboards in your team portal/Slack.
- Set regular check-ins—e.g., 5 minutes at the start of your Monday meeting. Don’t let it turn into another hour-long report-out.
- Control access: Not everyone needs to see everything. Limit sensitive info (like commission numbers) where it makes sense.
Pro tip: If people keep asking “where’s that dashboard?”—bookmark it in your browser, or set it as a homepage tab.
Step 6: Keep It Up to Date
Dashboards are only useful if they’re accurate. Make it part of someone’s job (maybe yours) to:
- Check that data is syncing.
- Archive or delete old dashboards that nobody uses.
- Update metrics or widgets as your team’s priorities change.
Don’t: Leave “test dashboards” or duplicates lying around. They confuse everyone.
Step 7: Iterate—Don’t Chase Perfection
You’re not going to nail the perfect dashboard on the first try. Here’s how to keep improving:
- Ask your team what’s useful and what isn’t. If nobody looks at a widget, cut it.
- Review quarterly: Are your metrics still aligned with your goals?
- Stay skeptical: Just because Motidash launches a flashy new visualization doesn’t mean you need it.
What to ignore: Fancy “AI-powered insights” or auto-generated dashboards. They rarely know your business as well as you do.
Common Pitfalls to Avoid
- Too many dashboards: If you have more than five, you probably have too many.
- Tracking vanity metrics: If it doesn’t drive action, skip it.
- Dashboard sprawl: Make sure everyone knows which dashboard is the “source of truth.”
- Neglecting data hygiene: Bad input = bad output.
Quick FAQ
Can I give different people different dashboards?
Yes. Build and assign dashboards by team, role, or individual.
Does Motidash work with my CRM?
Most major CRMs, yes. But double-check the integration page—don’t assume.
Can I export data from dashboards?
Usually, you can export to CSV or PDF, but this changes. Don’t rely on it for heavy reporting.
Keep It Simple and Iterate
Dashboards are tools, not trophies. Start with what matters, cut what doesn’t, and don’t be afraid to tweak things as your team’s needs evolve. The best dashboard is the one your team actually uses—so keep it simple, honest, and focused.
Happy dashboarding. Now go close some deals.