If you're a sales leader or ops person who's tired of dashboards that look impressive but never get used, you're in the right place. This guide is for anyone who wants to make Konnecto dashboards that actually help sales teams close deals, instead of just collecting digital dust.
Here's how to cut through the noise, focus on what matters, and set up dashboards in Konnecto that your sales team will actually check—and maybe even thank you for.
1. Get clear on what your sales team really needs
Before you touch a single widget, talk to your sales team. Most dashboard efforts flop because they're built for "stakeholders," not the people actually selling.
Ask them questions like: - What info do you check every day? - Where do you get stuck in your workflow? - What reports do you ignore—why? - What's missing from your current dashboards?
Pro tip: Don’t build dashboards for your C-suite unless you want your sales team to ignore them. Build for the people doing the work.
2. Audit your current dashboard (or start from scratch)
Open your existing Konnecto dashboard. Chances are, it’s either: - Overstuffed with charts nobody understands, or - So bare that it’s useless.
What to look for: - Widgets that get ignored (ask your team, or check usage if possible) - Clutter: do you really need a pie chart for every tiny metric? - Metrics that drive action: If it doesn’t help someone make a decision, drop it.
If you’re starting fresh, even better. Less cleanup.
3. Decide what to track—and what to ignore
Konnecto lets you track almost anything. That’s not a good thing unless you’re a data scientist with free time (spoiler: you’re not).
For sales, focus on: - Pipeline health (deals in each stage, value, velocity) - Activities (calls, emails, meetings—whatever you actually do) - Win/loss rates - New leads and lead sources - Conversion rates at each stage
Ignore: - Vanity metrics (impressions, website visits, unless you’re in SDR/BDR roles) - Data that’s two steps removed from actual sales outcomes
Less is more. The goal is a dashboard your team can glance at and know what to do next.
4. Build your dashboard: The nuts and bolts
Now, log in to Konnecto and head to the Dashboards section.
Step 4.1: Create a new dashboard (or edit an existing one)
- Click “Create Dashboard” or pick one to edit.
- Give it a clear, boring name. (“Sales Pipeline Q2” beats “Sales Excellence Portal” every time.)
Step 4.2: Add your widgets
Konnecto comes with a bunch of widget types: - Tables - Charts (bar, line, pie—pick what’s easiest to read) - KPIs (just a big number front and center) - Filters
How to add: - Click “Add Widget.” - Choose your data source (CRM, email, call logs, etc.). - Pick your visualization. - Limit to the essentials. If it doesn’t fit on one screen, you’re probably adding too much.
Step 4.3: Set up filters (so your team can slice the data)
Useful filters for sales: - Date ranges (this month, last quarter) - Sales rep or team - Deal stage or region
Don’t overdo it: Too many filters = confusion. Stick to the ones people actually ask for.
Step 4.4: Arrange and resize
Drag and drop widgets to put the most important stuff up top. Big numbers (like “Deals Closing This Month”) should be immediately visible.
Keep it simple—if it looks like a NASA control panel, start over.
5. Share and set permissions (don’t skip this)
You can build the best dashboard in the world, but if your team can’t see it, it’s useless.
- Share with your team: Use Konnecto’s sharing options. Send out the link, or set up automatic email reports if your team lives in their inbox.
- Set permissions: Don’t give edit rights to everyone. Nothing ruins a dashboard faster than “helpful” tweaks from 12 people.
Pro tip: Make it the default landing page for your sales team if you can. The less effort it takes to find, the more likely they’ll use it.
6. Test it with real users (and fix what’s broken)
Once your dashboard is live, watch what happens.
- Ask your team to walk you through how they’d use it. Where do they hesitate? What’s confusing?
- Look for blank stares or “I just export it to Excel.” That’s a sign you need to simplify or start over.
- Check if the numbers match reality. Double-check data sources—bad data kills trust fast.
Don’t take silence as approval. If people aren’t using it, something’s off.
7. Keep it up to date (and avoid dashboard sprawl)
Dashboards aren’t fire-and-forget. Set a reminder to review it every month or quarter.
What to do: - Remove widgets nobody uses. - Update metrics as your sales process changes. - Keep one main dashboard per team—multiple dashboards mean nobody knows where to look.
Ignore requests for “just one more chart” unless there’s a real need. Every extra widget dilutes the value.
8. Honesty time: What works, what doesn’t, and what to skip
What works:
- Fewer metrics, better adoption.
- KPIs that tell your team if they’re winning or losing, fast.
- Visuals that are dead simple (big numbers, clear trends).
What doesn’t:
- Dashboards built for managers, not reps.
- Overly fancy charts (unless your team loves them, which is rare).
- Ignoring feedback—if your team isn’t using it, ask why and fix it.
What to skip:
- Every possible integration—just connect the data you actually use.
- “Motivational” widgets (like quote of the day). Cute, but not helpful.
- Real-time data for everything—sometimes, daily or weekly is plenty.
Keep it simple. Iterate often.
The best Konnecto dashboards aren’t the most advanced—they’re the ones your sales team actually uses. Start with the basics, cut anything that’s not pulling its weight, and tweak as you go.
If your dashboard answers the question, “What should I focus on next?” you’re doing it right. Everything else is just noise.