If you’re tasked with getting your go-to-market (GTM) metrics into shape, you already know the pain: data everywhere, messy reports, and dashboards that look pretty but don’t tell you anything useful. This guide is for folks who want to cut through the noise and actually see what matters using Taskminions. Whether you’re in marketing, sales ops, or just tired of spreadsheet hell, here’s how to build a dashboard that won’t waste your time.
Why Custom Dashboards (And What to Ignore)
Before you dive into button-clicking, let’s get real about dashboards in Taskminions:
- The good: You control what you see. No more sifting through someone else’s idea of “insights.”
- The bad: If you try to cram 30 KPIs onto one screen, you’ll end up ignoring all of them.
- What to ignore: Flashy charts that don’t map to a decision. If you can’t say what you’d do when a metric moves, don’t bother tracking it.
Pro tip: Focus on the 3–5 GTM metrics that actually drive action: pipeline creation, conversion rates, deal velocity, and maybe a channel breakdown.
Step 1: Get Clear on Your GTM Metrics
Don’t skip this. It’s tempting to start building before you know what you need, but you’ll just make a dashboard you never look at.
Ask yourself:
- What questions do I want answered at a glance? (“Are we generating enough qualified leads?”)
- Who is this for? (Just you? The exec team? Sales reps?)
- How often do I need to check these numbers? (Daily, weekly, monthly?)
Common GTM metrics to track:
- Leads by source
- Conversion rate (lead → opportunity, opportunity → deal)
- Total pipeline value
- Sales velocity (how long deals take to close)
- Win/loss breakdown
- Campaign performance
Skip vanity metrics like “website sessions” unless your job is to optimize the website. If a metric won’t change your actions, leave it out.
Step 2: Prep Your Data in Taskminions
If your data’s a mess, your dashboard will be, too. Taskminions can pull from lots of sources, but garbage in, garbage out.
Connect Your Data Sources
- Go to Settings > Integrations in Taskminions.
- Connect your CRM (Salesforce, HubSpot, whatever you use), marketing automation, and anything else where your GTM data lives.
- Make sure permissions are set. You’d be surprised how often dashboards break because someone lost access.
Check Your Data Health
- Run a quick export of your lead, opportunity, and deal data.
- Look for missing fields, duplicates, or weird outliers (e.g., a $1,000,000 deal that’s actually a test record).
- Clean it up now, or your charts will lie to you later.
Pro tip: If something looks off (“Why are all my leads from Antarctica?”), fix it at the source, not in the dashboard.
Step 3: Create a New Dashboard
Now the fun (well, tolerable) part.
- In Taskminions, go to Dashboards in the sidebar.
- Click Create Dashboard.
- Name your dashboard something you’ll recognize — “GTM Metrics” beats “Dashboard 17”.
Set visibility: Decide if this is private or shared. If you’re building for a team, set permissions now so you don’t have to redo it later.
Step 4: Add Only What Matters
Don’t add widgets just to fill space. For each metric you want to track:
- Click Add Widget.
- Choose the chart type that makes sense. For example:
- Use a line graph for trends over time (pipeline growth).
- Use a bar chart for breakdowns (leads by channel).
- Use a single number (“KPI card”) for things like conversion rate.
- Configure your data source and filters. Be specific:
- Filter out junk leads.
- Segment by region, rep, or channel as needed.
- Name the widget clearly (“Weekly Pipeline Created,” not “Graph 1”).
Avoid: Pie charts for everything. They’re mostly useless unless you have 2–3 categories.
Pro tip: Less is more. If you don’t need to see it every week, don’t put it in your main dashboard.
Step 5: Arrange and Customize
Drag and drop widgets to put the most important stuff at the top. Think about how your eyes scan a page — left to right, top to bottom.
- Group related metrics together (all pipeline stats in one row, campaign performance in another).
- Use colors sparingly. Red for problems, green for good — but don’t go rainbow.
- Add descriptions or notes to widgets if your team is likely to misinterpret what they’re seeing.
Skip: Custom backgrounds or logos unless you really care. They just slow down load times.
Step 6: Set Up Alerts and Sharing
Dashboards are only useful if someone looks at them. Taskminions lets you automate some of this.
Set Up Alerts
- For key metrics (like pipeline dropping below a threshold), set up alerts to ping you or your team.
- Go to Widget Settings > Alerts and configure the rules.
- Don’t set alerts for everything, or you’ll just start ignoring them.
Share With Your Team
- Use the Share button to invite others.
- Choose view or edit access — only give edit access to people you trust not to break stuff.
Pro tip: If your execs just want the numbers, set up a scheduled email summary so they don’t have to log in.
Step 7: Review and Iterate
You won’t get it perfect the first time. That’s fine.
- After a week, see which widgets you actually use.
- Remove or move anything you ignore.
- Ask teammates what’s missing or confusing.
- Adjust filters if you realize you’re double-counting or missing data.
Don’t: Feel bad about deleting widgets or whole dashboards. Better to have a simple, useful dashboard than a bloated one nobody trusts.
What Works (And What Doesn’t)
Works:
- Building dashboards around questions, not vanity metrics.
- Keeping it simple and actionable.
- Sharing only with people who need it.
Doesn’t:
- Tracking “all the data.” You’ll drown.
- Over-customizing visuals. You’re not making a pitch deck.
- Ignoring data quality. Fix problems at the source, not in the dashboard.
Keep It Simple, Iterate, and Actually Use It
Dashboards in Taskminions aren’t magic — they just make your real GTM data easier to see and act on. Start small, focus on what matters, and tweak as you go. If you’re checking your dashboard and making decisions faster, you’re doing it right. If not, simplify until you are.
Remember: If you wouldn’t miss a metric if it disappeared, it probably shouldn’t be there. Keep things useful, and don’t be afraid to start over if your dashboard turns into a mess. Good luck!