If you're reading this, you're probably tired of dashboards that dump a ton of numbers on you and call it insight. You're not alone. Whether you're in sales, marketing, or customer success, you need dashboards that actually help you do your job—not just impress whoever's glancing over your shoulder. This guide is for anyone using Getcabal (or thinking about it) who wants dashboards that are useful, not just flashy.
Let's get into how to make Getcabal work for your go-to-market (GTM) teams—without wasting time on nice-to-have widgets nobody ever looks at.
Step 1: Get Clear on Each Team’s Actual Needs
Before you start dragging widgets around, talk to the people who’ll use the dashboard. Sales, marketing, and customer success care about different things. Don’t assume you know what numbers matter—ask.
Sales: - What’s my pipeline look like? - Where are deals stuck? - Who are my hottest prospects?
Marketing: - Which campaigns are bringing in real leads? - Is web traffic turning into meetings or signups? - What’s the cost per qualified lead?
Customer Success: - Who’s close to churning? - Which accounts need more love this quarter? - How are customers using the product?
Pro tip: If you can’t say in one sentence what someone should do after looking at a dashboard, it’s too complicated.
Step 2: Pick the Right Data Sources (and Ignore the Rest)
Getcabal hooks into a bunch of tools—CRM, marketing automation, support platforms, etc. The temptation: connect everything. The reality: more isn’t better if it just clutters the view.
What actually helps: - Pull in only the sources that drive decisions for that team. - For sales, focus on CRM and maybe LinkedIn activity. - For marketing, stick with campaign platforms and web analytics. - For CS, use product usage and ticketing data.
What to ignore: - Vanity metrics (like Twitter followers, unless you’re strictly social-focused). - Data that’s interesting but not actionable.
If a data source doesn’t influence daily or weekly decisions, leave it out—at least for now.
Step 3: Build Team-Specific Dashboards
Getcabal lets you create multiple dashboards, so don’t try to squeeze everyone onto the same view. Here’s how to approach each one:
Sales Dashboard
Must-haves: - Pipeline stages with deal counts and values - Aging deals (how long they’ve been stuck) - Next steps for each active deal
Nice-to-haves (if your team will use them): - Top prospects by engagement - Leaderboards (if you’re into a little friendly competition)
Skip: - Overly detailed activity logs—nobody’s reading them - “Big number” widgets for things you can’t control
Example layout:
[ Pipeline by Stage ] [ Deals Needing Attention ] [ Top Prospects ] [ Win Rate This Quarter ]
Marketing Dashboard
Must-haves: - Campaign performance (leads, conversions, cost per lead) - Web traffic tied to real pipeline impact - Lead sources—what’s actually working?
Nice-to-haves: - Content performance (if you’re tracking blogs, webinars, etc.) - Channel breakdowns (organic, paid, social)
Skip: - Bounce rate obsession—it matters, but it’s rarely actionable - Social shares unless you can tie them to pipeline
Example layout:
[ Campaign ROI ] [ Leads by Source ] [ Website Conversions ] [ Content Performance ]
Customer Success Dashboard
Must-haves: - Health scores (customized for your business, not generic ones) - Accounts at risk (recent support tickets, usage drops) - Upsell opportunities
Nice-to-haves: - NPS trends (if you actually use the feedback) - Product usage patterns
Skip: - Every support ticket ever—summarize, don’t overwhelm - “All time” stats—focus on the last 30–90 days for action
Example layout:
[ At-Risk Accounts ] [ Health Score Trends ] [ Product Usage ] [ Open CS Tickets ]
Step 4: Customize Widgets and Visuals (Don’t Go Overboard)
Getcabal offers different widget types—charts, tables, leaderboards, etc. It’s easy to get carried away with visualizations, but more isn’t always better.
What works: - Use bar charts for comparing things (like deals by stage). - Tables for lists (like accounts at risk). - Line charts for trends (like pipeline over time).
What doesn’t: - Pie charts with more than 3 slices—nobody can read them. - Widgets that just repeat what’s in your CRM with no added value.
Pro tip: Stick to 4–6 widgets per dashboard. If you need more, make another dashboard.
Step 5: Set Up Filters and Views for Different Roles
Not everyone on the team needs to see everything. With Getcabal, you can add filters or permissions so people see what matters to them.
Examples: - Sales reps see only their own pipeline, not the whole team’s. - Marketing can filter by campaign or region. - CS managers can see accounts by health score or renewal date.
How to do it: - Use Getcabal’s built-in user roles and filters. - Test what each person sees—don’t just assume permissions are set up right.
Watch out for: - Over-restricting access—sometimes cross-team visibility helps. - Forgetting to update permissions when people change roles.
Step 6: Review and Prune Regularly
A dashboard that’s useful today might be clutter tomorrow. Set a recurring reminder—every month or quarter—to review what’s actually being used.
Ask yourself: - Are people still looking at this dashboard? - Is any widget always ignored? - Has the team’s focus changed?
If in doubt, cut it out. You can always add widgets back later.
Step 7: Share, Get Feedback, and Iterate
Don’t treat your dashboards as set-and-forget. Share them with the team, ask what works and what doesn’t, and tweak as you go.
How to get useful feedback: - Ask, “What’s missing?” and “What would you remove?” - Watch people use the dashboard—where do they get lost or click away? - Don’t be afraid to make big changes if nobody’s engaging.
Pro tip: Less is almost always more. Dashboards should answer real questions, not just show off data.
Honest Takes: Common Pitfalls to Avoid
- Making it pretty over making it useful: Yes, colors and graphs are nice, but if nobody knows what to do with the info, you’ve missed the point.
- Too many dashboards: If you have to click through five dashboards to find what you need, you’ll give up. Keep it focused.
- Not talking to end users: You’re not building this for yourself (unless you are). Ask the people who’ll actually use it.
- Ignoring adoption: If people aren’t using it, figure out why—don’t just blame “change resistance.”
Wrapping Up: Keep It Simple, Tweak Often
Customizing Getcabal dashboards isn’t rocket science, but it does take a little thought. Get clear on what matters, keep it lean, and be ruthless about cutting the clutter. Start with the basics, see what your team actually uses, and adjust from there. You’ll save everyone time—and maybe even start making decisions faster.
Most importantly, don’t let the perfect be the enemy of the useful. Ship it, get feedback, and make it better as you go.