So you need to keep tabs on your go-to-market (GTM) results, but the default reporting just isn’t cutting it. You want a dashboard that actually shows what matters—not just what’s easy to pull. If that’s you, and you’re using Wume, this guide will walk you through building a dashboard that helps you actually monitor GTM performance (not just stare at vanity metrics).
This is for marketers, ops folks, GTM leads, and anyone who’s tired of tab-hopping or wrangling spreadsheets. If you want to build a custom dashboard that surfaces the right signals without getting stuck in setup hell, you’re in the right place.
Step 1: Know What You Actually Need to Track
Before opening Wume, get clear about what you want to measure. GTM can mean a lot of things: pipeline generation, deal velocity, lead quality, campaign ROI, funnel conversion, and so on. If you don’t set priorities, you’ll end up with a “kitchen sink” dashboard—cluttered, slow, and nobody will use it.
Ask yourself: - What decisions will this dashboard help us make? - Who will use it, and how often? - What do we not care about right now?
Pro tip: Start small. You can always add more widgets later, but a dashboard that answers 2-3 key questions is more useful than one that tries to do it all.
Step 2: Map Your Data Sources
Wume doesn’t magically know where your data lives—you have to connect it. For most GTM teams, this means: - CRM (like Salesforce, HubSpot) - Marketing automation (Marketo, Pardot, etc.) - Ad platforms (Google Ads, LinkedIn) - Web analytics (Google Analytics, Mixpanel) - Sometimes spreadsheets, if you really have to
Do this first: - Make a list of what systems hold the data you need. - Check if you have access. If you need help from IT or a data engineer, ask now—not after you’ve started building.
What to skip: Don’t connect every available source “just in case.” More data means more clutter, more things to break, and slower dashboards.
Step 3: Connect Your Data in Wume
Now, head into Wume and connect your data sources. The process is usually: 1. Go to the “Integrations” or “Data Sources” section. 2. Pick your platform (e.g., Salesforce, Google Ads). 3. Authenticate—log in, grant permissions, and select the right account/workspace. 4. Map fields if Wume asks (sometimes it can auto-detect, sometimes you’ll need to point it at the right tables or objects).
Be careful with: - Permissions: Make sure the connection can actually pull the data you need (read-only is usually safest). - Field names: Wume can mislabel fields if your CRM is heavily customized. Double-check that the “Opportunity Value” or “Lead Status” is what you think it is.
Troubleshooting tip: If a data source isn’t syncing, check your credentials, API limits, and whether your account has access to the right objects. Wume’s help docs are okay, but sometimes you’ll need your IT team.
Step 4: Set Up Your Dashboard Layout
Here’s where most people overcomplicate things. Wume gives you lots of widget options—charts, tables, funnels, leaderboards, scorecards. Don’t try to use them all.
Best practice: - Pick 2-4 charts that answer your key questions. - Use a simple layout—top metrics up front, trends and breakdowns below. - Don’t go overboard with colors or fancy visualizations. If it takes longer than a second to “get it,” it’s probably too much.
Example starter layout: - Top row: Pipeline created this month, conversion rate, win rate (scorecards) - Second row: Funnel chart (lead → MQL → SQL → Opp → Closed Won) - Third row: Table of top campaigns by pipeline generated
What to avoid: Avoid pie charts for anything except extremely simple breakdowns. And skip widgets that only exist because you “might” want them someday.
Step 5: Add Widgets and Visualizations
For each chart or widget: 1. Click “Add Widget” or “+” in Wume. 2. Select the visualization type (bar, table, funnel, etc.). 3. Choose the data source and fields you want to display. 4. Set filters—e.g., “Created date is this quarter,” “Stage is SQL,” “Owner is in Sales Team.” 5. Adjust the settings (grouping, sorting, date ranges) so the chart tells a clear story.
Pro tips: - Use filters to keep the dashboard focused. If you want a separate view for each region or rep, use Wume’s dynamic filters or build a separate dashboard. - Add clear labels. A chart called “Leads by Source” is better than “Chart 2.” - Show trends, not just snapshots. Line charts that show changes week-over-week are usually more insightful than a single number.
What to ignore: Don’t add widgets just because Wume offers them. If you wouldn’t use a “map of leads by country” in a meeting, skip it.
Step 6: Set Up Filters and Drilldowns
Wume lets you add dashboard-level filters (like time period, owner, region) so you can slice data without building a separate dashboard for every question.
How to make this work: - Add only the filters people will actually use. Too many options = confusion. - Test your filters. Make sure they update all widgets as expected—sometimes, a filter can break a chart if it’s not mapped right.
Drilldown basics: Some widgets let you click into a data point for more detail. Use this for tables or charts where the “why” matters—like clicking a campaign to see the underlying leads.
Don’t bother with: Overly complex filter setups. If you need more than 2-3 filters, your dashboard is probably trying to do too much.
Step 7: Share, Schedule, and Get Feedback
No dashboard is useful if it just sits in your account. Wume lets you: - Share dashboards with teammates (via link or email) - Set permissions (view or edit) - Schedule email reports (daily/weekly/monthly)
Tips: - Get feedback early. Ask your main users: “Is this what you need? What’s missing? What can we cut?” - Set up a simple sharing cadence—weekly email works for most GTM teams. - Document what each widget means somewhere (even a quick note or legend).
Watch out for: Alert fatigue. If you set up too many scheduled emails or notifications, people will start ignoring them.
Step 8: Maintain and Improve
No dashboard is ever “done.” You’ll need to tweak, add, and sometimes remove widgets over time.
Good habits: - Review usage every month. If nobody looks at a widget, kill it. - Check your data connections—APIs change, and credentials expire. - Update filters and charts as your GTM motion evolves. A campaign that mattered last quarter might be irrelevant now.
Don’t: Fall in love with your first version. The best dashboards are the ones you keep simple and keep improving.
Final Thoughts
If you remember one thing: custom dashboards are only useful if they help people make decisions. Start with just the essentials, keep the layout simple, and don’t get sucked into “dashboard for dashboard’s sake.” Iterate based on real feedback. The best dashboard is the one your team actually checks.
And if a widget doesn’t earn its spot, cut it. Your future self will thank you.